Tfc Financial Management Schwab Strategic Tr Us Small C Transaction History

Tfc Financial Management

$650 Million
Q1 2025

A detailed history of Tfc Financial Management transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Tfc Financial Management holds 2,512 shares of SCHA stock, worth $57,122. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,512

Previous 2,511 0.04%

Holding current value

$57,122

Previous $64,000 9.38%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$23.16 - $27.04 $23 - $27	1 Added 0.04%	2,512 $58,000
Q4 2024 Jan 29, 2025	BUY	$25.33 - $51.16 $31,789 - $64,205	1,255 Added 99.92%	2,511 $64,000
Q3 2024 Oct 24, 2024	BUY	$46.9 - $51.96 $46 - $51	1 Added 0.08%	1,256 $64,000
Q1 2024 Apr 30, 2024	BUY	$44.84 - $49.24 $53,808 - $59,088	1,200 Added 2181.82%	1,255 $61,000
Q2 2023 Aug 07, 2023	BUY	$39.91 - $43.82 $39 - $43	1 Added 1.85%	55 $2,000
Q4 2022 Feb 13, 2023	SELL	$38.25 - $43.54 $994 - $1,132	-26 Reduced 32.5%	54 $2,000
Q1 2022 May 04, 2022	BUY	$44.42 - $51.73 $2,976 - $3,465	67 Added 515.38%	80 $4,000
Q4 2020 Feb 10, 2021	SELL	$34.66 - $45.17 $138 - $180	-4 Reduced 23.53%	13 $1,000
Q3 2020 Nov 12, 2020	BUY	$32.09 - $36.38 $545 - $618	17 New	17 $1,000

Others Institutions Holding SCHA

# of Institutions

1,262

Shares Held

277M

Call Options Held

66.4K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tfc Financial Management, based on Form 13F filings with the SEC.

News

Stay updated on Tfc Financial Management with notifications on news.

Account

Tfc Financial Management Schwab Strategic Tr Us Small C Transaction History