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

Tci Wealth Advisors, Inc.

  • $1.12 Billion
  • Q3 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 6,720 shares of SCHA stock, worth $180,902. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,720
Previous 6,378 5.36%
Holding current value
$180,902
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

# of Institutions
1,144
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
Track This Portfolio

Track Tci Wealth Advisors, Inc. Portfolio

Follow Tci Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tci Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tci Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email