Sugarloaf Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 928 shares of SCHA stock, worth $23,998. This represents 0.01% of its overall portfolio holdings.

Number of Shares
928
Previous 928 -0.0%
Holding current value
$23,998
Previous $44,000 6.82%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

Apr 25, 2022
BUY
$44.42 - $51.73 $20,610 - $24,002
464 Added 100.0%
928 $44,000
Q2 2021

Jul 20, 2021
BUY
$48.39 - $52.91 $241 - $264
5 Added 1.09%
464 $48,000
Q1 2021

Apr 19, 2021
SELL
$43.89 - $52.63 $219 - $263
-5 Reduced 1.08%
459 $46,000
Q4 2019

Jan 29, 2020
BUY
$33.63 - $38.03 $15,604 - $17,645
464 New
464 $35,000

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

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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