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 6,720 shares of SCHA stock, worth $176,131. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,720
Previous 6,378 5.36%
Holding current value
$176,131
Previous $302,000 14.57%
% of portfolio
0.03%
Previous 0.03%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US SMALL-C


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