A detailed history of Summit Global Investments transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Summit Global Investments holds 8,420 shares of SCHA stock, worth $432,872. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,420
Previous 8,401 0.23%
Holding current value
$432,872
Previous $414,000 3.38%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

BUY
$45.24 - $49.04 $859 - $931
19 Added 0.23%
8,420 $400,000
Q1 2024

Apr 29, 2024

SELL
$44.84 - $49.24 $3,093 - $3,397
-69 Reduced 0.81%
8,401 $414,000
Q4 2023

Feb 06, 2024

SELL
$38.13 - $48.02 $71,836 - $90,469
-1,884 Reduced 18.2%
8,470 $400,000
Q3 2023

Oct 13, 2023

BUY
$40.85 - $46.1 $8,333 - $9,404
204 Added 2.01%
10,354 $429,000
Q1 2023

May 04, 2023

SELL
$39.82 - $46.36 $557 - $649
-14 Reduced 0.14%
10,150 $426,000
Q4 2022

Jan 31, 2023

BUY
$38.25 - $43.54 $388,773 - $442,540
10,164 New
10,164 $412,000

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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