Strategic Financial Planning, Inc. Schwab Strategic Tr Us Small C Transaction History

Strategic Financial Planning, Inc.

  • $134 Million
  • Q1 2024

A detailed history of Strategic Financial Planning, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 351,508 shares of SCHA stock, worth $16.6 Million. This represents 12.95% of its overall portfolio holdings.

Number of Shares
351,508
Previous 338,002 4.0%
Holding current value
$16.6 Million
Previous $16 Million 8.4%
% of portfolio
12.95%
Previous 12.48%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$44.84 - $49.24 $605,609 - $665,035
13,506 Added 4.0%
351,508 $17.3 Million
Q4 2023

Feb 12, 2024
BUY
$38.13 - $48.02 $840,423 - $1.06 Million
22,041 Added 6.98%
338,002 $16 Million
Q3 2023

Nov 09, 2023
BUY
$40.85 - $46.1 $193,669 - $218,560
4,741 Added 1.52%
315,961 $13.1 Million
Q2 2023

Aug 10, 2023
BUY
$39.91 - $43.82 $382,976 - $420,496
9,596 Added 3.18%
311,220 $13.6 Million
Q1 2023

May 10, 2023
BUY
$39.82 - $46.36 $307,848 - $358,409
7,731 Added 2.63%
301,624 $12.6 Million
Q4 2022

Feb 14, 2023
SELL
$39.61 - $43.54 $116,770 - $128,355
-2,948 Reduced 0.99%
293,893 $11.9 Million
Q3 2022

Nov 14, 2022
BUY
N/A
317 Added 0.11%
296,841 $11.2 Million
Q2 2022

Aug 03, 2022
BUY
N/A
3,409 Added 1.16%
296,524 $11.6 Million
Q1 2022

May 05, 2022
BUY
N/A
129,915 Added 79.6%
293,115 $13.9 Million
Q4 2021

Feb 07, 2022
SELL
N/A
-2,874 Reduced 1.73%
163,200 $16.7 Million
Q3 2021

Nov 09, 2021
BUY
N/A
1,829 Added 1.11%
166,074 $16.6 Million
Q2 2021

Aug 06, 2021
SELL
N/A
-9,972 Reduced 5.72%
164,245 $17.1 Million
Q1 2021

May 07, 2021
BUY
N/A
10,956 Added 6.71%
174,217 $17.4 Million
Q4 2020

Feb 11, 2021
SELL
N/A
-7,527 Reduced 4.41%
163,261 $14.5 Million
Q3 2020

Nov 09, 2020
BUY
N/A
3,407 Added 2.04%
170,788 $11.7 Million
Q2 2020

Aug 07, 2020
SELL
N/A
-11,193 Reduced 6.27%
167,381 $10.9 Million
Q1 2020

Apr 21, 2020
SELL
N/A
-13,263 Reduced 6.91%
178,574 $9.2 Million
Q4 2019

Feb 13, 2020
BUY
N/A
191,837 New
191,837 $14.5 Million

Others Institutions Holding SCHA

# of Institutions
1,104
Shares Held
225M
Call Options Held
56K
Put Options Held
25.6K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Strategic Financial Planning, Inc. Portfolio

Follow Strategic Financial Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email