A detailed history of Strategic Financial Services, Inc, transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Strategic Financial Services, Inc, holds 3,932 shares of SCHA stock, worth $105,849. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,932
Holding current value
$105,849
% of portfolio
0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$46.9 - $51.96 $184,410 - $204,306
3,932 New
3,932 $202,000
Q3 2022

Nov 09, 2022

SELL
$37.65 - $45.9 $3,990 - $4,865
-106 Reduced 1.53%
6,810 $258,000
Q2 2022

Aug 12, 2022

BUY
$37.88 - $48.01 $34,092 - $43,209
900 Added 14.96%
6,916 $270,000
Q1 2022

Apr 26, 2022

BUY
$44.42 - $51.73 $177,546 - $206,764
3,997 Added 197.97%
6,016 $285,000
Q2 2021

Aug 16, 2021

SELL
$48.39 - $52.91 $5,274 - $5,767
-109 Reduced 5.12%
2,019 $210,000
Q1 2021

May 06, 2021

BUY
$43.89 - $52.63 $93,397 - $111,996
2,128 New
2,128 $212,000
Q1 2020

May 08, 2020

SELL
$22.29 - $38.7 $426,742 - $740,911
-19,145 Closed
0 $0
Q4 2019

Feb 13, 2020

SELL
$33.63 - $38.03 $31,544 - $35,672
-938 Reduced 4.67%
19,145 $1.45 Million
Q3 2019

Nov 14, 2019

BUY
$34.78 - $36.12 $24,937 - $25,898
717 Added 3.7%
20,083 $1.4 Million
Q2 2019

Aug 13, 2019

BUY
N/A
1,108 Added 6.07%
19,366 $1.38 Million
Q1 2019

Apr 23, 2019

BUY
N/A
6,358 Added 53.43%
18,258 $1.28 Million
Q4 2018

Feb 11, 2019

BUY
N/A
135 Added 1.15%
11,900 $722,000
Q3 2018

Oct 25, 2018

BUY
N/A
109 Added 0.94%
11,765 $896,000
Q2 2018

Aug 06, 2018

BUY
N/A
11,656 New
11,656 $858,000
Q1 2018

May 14, 2018

SELL
N/A
-11,807 Closed
0 $0
Q4 2017

Feb 05, 2018

BUY
N/A
2,752 Added 30.39%
11,807 $823,000
Q3 2017

Nov 06, 2017

BUY
N/A
241 Added 2.73%
9,055 $610,000
Q2 2017

Aug 14, 2017

BUY
N/A
8,814
8,814 $563,000

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
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More about SCHA
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