Strategic Wealth Advisors Group, LLC Schwab Strategic Tr Us Small C Transaction History

Strategic Wealth Advisors Group, LLC

$2.33 Billion
Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 16,149 shares of SCHA stock, worth $423,265. This represents 0.03% of its overall portfolio holdings.

Number of Shares

16,149

Previous 15,659 3.13%

Holding current value

$423,265

Previous $622,000 1.93%

% of portfolio

0.03%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	BUY	$37.65 - $45.9 $18,448 - $22,491	490 Added 3.13%	16,149 $610,000
Q2 2022 Aug 12, 2022	BUY	$37.88 - $48.01 $1,060 - $1,344	28 Added 0.18%	15,659 $622,000
Q1 2022 May 10, 2022	BUY	$44.42 - $51.73 $694,329 - $808,591	15,631 New	15,631 $744,000
Q2 2020 Aug 03, 2020	SELL	$23.59 - $35.22 $262,886 - $392,491	-11,144 Closed	0 $0
Q1 2020 May 05, 2020	SELL	$22.29 - $38.7 $149,164 - $258,980	-6,692 Reduced 37.52%	11,144 $544,000
Q4 2019 Feb 10, 2020	SELL	$33.63 - $38.03 $453,769 - $513,138	-13,493 Reduced 43.07%	17,836 $1.35 Million
Q3 2019 Nov 04, 2019	SELL	$34.78 - $36.12 $107,296 - $111,430	-3,085 Reduced 8.96%	31,329 $2.15 Million
Q2 2019 Aug 13, 2019	BUY	N/A	15,388 Added 80.88%	34,414 $2.47 Million
Q1 2019 May 02, 2019	SELL	N/A	-502 Reduced 2.57%	19,026 $0
Q4 2018 Feb 12, 2019	BUY	N/A	4,586 Added 30.69%	19,528 $1.25 Million
Q3 2018 Nov 07, 2018	BUY	N/A	14,942 New	14,942 $1.14 Million

Others Institutions Holding SCHA

# of Institutions

1,147

Shares Held

147M

Call Options Held

55.6K

Put Options Held

7.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Advisors Group, LLC with notifications on news.

Account

Strategic Wealth Advisors Group, LLC Schwab Strategic Tr Us Small C Transaction History