A detailed history of Sunbelt Securities, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 142,404 shares of SCHA stock, worth $6.72 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
142,404
Previous 128,533 10.79%
Holding current value
$6.72 Million
Previous $6.07 Million 15.48%
% of portfolio
0.84%
Previous 0.8%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

BUY
$44.84 - $49.24 $621,975 - $683,008
13,871 Added 10.79%
142,404 $7.01 Million
Q4 2023

Feb 14, 2024

BUY
$38.13 - $48.02 $273,201 - $344,063
7,165 Added 5.9%
128,533 $6.07 Million
Q3 2023

Dec 11, 2023

BUY
$40.85 - $46.1 $522,553 - $589,711
12,792 Added 11.78%
121,368 $5.03 Million
Q2 2023

Aug 15, 2023

BUY
$39.91 - $43.82 $280,088 - $307,528
7,018 Added 6.91%
108,576 $4.76 Million
Q1 2023

May 17, 2023

BUY
$39.82 - $46.36 $243,300 - $283,259
6,110 Added 6.4%
101,558 $4.26 Million
Q4 2022

Feb 08, 2023

BUY
$39.61 - $43.54 $25,310 - $27,822
639 Added 0.67%
95,448 $3.87 Million
Q3 2022

Nov 21, 2022

BUY
N/A
1,068 Added 1.14%
94,809 $3.58 Million
Q2 2022

Oct 03, 2022

BUY
N/A
2,645 Added 2.9%
93,741 $3.66 Million
Q1 2022

May 16, 2022

BUY
N/A
45,905 Added 101.58%
91,096 $4.38 Million
Q4 2021

Feb 14, 2022

SELL
N/A
-4,171 Reduced 8.45%
45,191 $4.26 Million
Q2 2021

Jul 29, 2021

BUY
N/A
3,221 Added 6.98%
49,362 $4.84 Million
Q1 2021

May 27, 2021

BUY
N/A
2,603 Added 5.98%
46,141 $4.6 Million
Q4 2020

Feb 09, 2021

BUY
N/A
6,242 Added 16.74%
43,538 $3.88 Million
Q3 2020

Nov 17, 2020

BUY
N/A
37,296 New
37,296 $2.76 Million
Q2 2020

Aug 14, 2020

SELL
N/A
-2,478,063 Closed
0 $0
Q1 2020

May 15, 2020

BUY
N/A
2,439,670 Added 6354.47%
2,478,063 $168 Million
Q4 2019

Feb 14, 2020

BUY
N/A
38,393 New
38,393 $726 Million

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


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