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

Summit Trail Advisors, LLC

  • $3.97 Billion
  • Q3 2024

A detailed history of Summit Trail Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 6,622 shares of SCHA stock, worth $176,476. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,622
Holding current value
$176,476
% of portfolio
0.01%

Shares

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

Nov 12, 2024
BUY
$46.9 - $51.96 $310,571 - $344,079
6,622 New
6,622 $341,000
Q2 2019

Aug 08, 2019
SELL
N/A
-6,748 Closed
0 $0
Q1 2019

May 16, 2019
BUY
N/A
6,748 New
6,748 $472,000
Q2 2018

Aug 10, 2018
SELL
N/A
-6,748 Closed
0 $0
Q1 2018

May 22, 2018
SELL
N/A
-481,402 Reduced 98.62%
6,748 $488,000
Q1 2018

May 21, 2018
BUY
N/A
488,150 New
488,150 $488,000

Others Institutions Holding SCHA

# of Institutions
1,143
Shares Held
146M
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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