Tci Wealth Advisors, Inc. Schwab Strategic Tr Us Small C Transaction History

Tci Wealth Advisors, Inc.

$1.13 Billion
Q4 2024

A detailed history of Tci Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 13,519 shares of SCHA stock, worth $360,146. This represents 0.03% of its overall portfolio holdings.

Number of Shares

13,519

Previous 6,720 101.18%

Holding current value

$360,146

Previous $346,000 0.87%

% of portfolio

0.03%

Previous 0.03%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$25.33 - $51.16 $172,218 - $347,836	6,799 Added 101.18%	13,519 $349,000
Q3 2024 Oct 24, 2024	BUY	$46.9 - $51.96 $16,039 - $17,770	342 Added 5.36%	6,720 $346,000
Q2 2024 Jul 30, 2024	BUY	$45.24 - $49.04 $11,536 - $12,505	255 Added 4.16%	6,378 $302,000
Q1 2024 May 07, 2024	BUY	$44.84 - $49.24 $274,555 - $301,496	6,123 New	6,123 $301,000
Q1 2023 May 03, 2023	SELL	$39.82 - $46.36 $20,467 - $23,829	-514 Reduced 20.09%	2,044 $85,000
Q4 2022 Feb 06, 2023	BUY	$38.25 - $43.54 $15,261 - $17,372	399 Added 18.48%	2,558 $103,000
Q3 2022 Nov 08, 2022	BUY	$37.65 - $45.9 $112 - $137	3 Added 0.14%	2,159 $82,000
Q2 2022 Jul 19, 2022	BUY	$37.88 - $48.01 $34,773 - $44,073	918 Added 74.15%	2,156 $84,000
Q1 2022 Apr 29, 2022	SELL	$44.42 - $51.73 $21,143 - $24,623	-476 Reduced 27.77%	1,238 $59,000
Q4 2021 Jan 24, 2022	BUY	$48.64 - $55.07 $51,558 - $58,374	1,060 Added 162.08%	1,714 $176,000
Q3 2021 Oct 29, 2021	BUY	$48.3 - $52.49 $4,153 - $4,514	86 Added 15.14%	654 $65,000
Q2 2021 Aug 02, 2021	SELL	$48.39 - $52.91 $10,403 - $11,375	-215 Reduced 27.46%	568 $59,000
Q1 2021 Apr 29, 2021	BUY	$43.89 - $52.63 $3,950 - $4,736	90 Added 12.99%	783 $78,000
Q1 2020 Apr 14, 2020	SELL	$22.29 - $38.7 $54,632 - $94,853	-2,451 Reduced 77.96%	693 $36,000
Q3 2019 Oct 17, 2019	SELL	$34.78 - $36.12 $100,583 - $104,459	-2,892 Reduced 47.91%	3,144 $219,000
Q2 2019 Jul 23, 2019	BUY	N/A	1,640 Added 37.31%	6,036 $431,000
Q1 2019 Apr 11, 2019	BUY	N/A	2,877 Added 189.4%	4,396 $307,000
Q4 2018 Jan 17, 2019	BUY	N/A	714 Added 88.7%	1,519 $92,000
Q3 2018 Nov 02, 2018	SELL	N/A	-106 Reduced 11.64%	805 $61,000
Q2 2018 Jul 27, 2018	BUY	N/A	37 Added 4.23%	911 $67,000
Q1 2018 Apr 30, 2018	BUY	N/A	70 Added 8.71%	874 $60,000
Q4 2017 Feb 01, 2018	SELL	N/A	-263 Reduced 24.65%	804 $56,000
Q3 2017 Oct 24, 2017	SELL	N/A	-316 Reduced 22.85%	1,067 $72,000
Q2 2017 Aug 10, 2017	BUY	N/A	1,383	1,383 $88,000

Others Institutions Holding SCHA

# of Institutions

1,185

Shares Held

202M

Call Options Held

55.6K

Put Options Held

7.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Tci Wealth Advisors, Inc. Schwab Strategic Tr Us Small C Transaction History