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

Summit Financial Wealth Advisors, LLC

  • $505 Million
  • Q3 2024

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 14,726 shares of SCHA stock, worth $410,266. This represents 0.15% of its overall portfolio holdings.

Number of Shares
14,726
Previous 6,461 127.92%
Holding current value
$410,266
Previous $306,000 147.71%
% of portfolio
0.15%
Previous 0.07%

Shares

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

Nov 13, 2024
BUY
$46.9 - $51.96 $387,628 - $429,449
8,265 Added 127.92%
14,726 $758,000
Q2 2024

Aug 12, 2024
BUY
$45.24 - $49.04 $78,219 - $84,790
1,729 Added 36.54%
6,461 $306,000
Q1 2024

May 02, 2024
BUY
$44.84 - $49.24 $212,182 - $233,003
4,732 New
4,732 $233,000

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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