Thrive Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Thrive Wealth Management, LLC

  • $541 Million
  • Q3 2024

A detailed history of Thrive Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Thrive Wealth Management, LLC holds 7,491 shares of SCHA stock, worth $201,657. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,491
Previous 7,471 0.27%
Holding current value
$201,657
Previous $354,000 8.76%
% of portfolio
0.07%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024
BUY
$46.9 - $51.96 $938 - $1,039
20 Added 0.27%
7,491 $385,000
Q2 2024

Jul 12, 2024
SELL
$45.24 - $49.04 $48,361 - $52,423
-1,069 Reduced 12.52%
7,471 $354,000
Q1 2024

Apr 15, 2024
SELL
$44.84 - $49.24 $48,023 - $52,736
-1,071 Reduced 11.14%
8,540 $420,000
Q4 2023

Jan 09, 2024
BUY
$38.13 - $48.02 $149,889 - $188,766
3,931 Added 69.21%
9,611 $454,000
Q3 2023

Oct 13, 2023
BUY
$40.85 - $46.1 $16,054 - $18,117
393 Added 7.43%
5,680 $235,000
Q2 2023

Jul 11, 2023
SELL
$39.91 - $43.82 $705,489 - $774,606
-17,677 Reduced 76.98%
5,287 $231,000
Q1 2023

Apr 07, 2023
SELL
$39.82 - $46.36 $135,069 - $157,253
-3,392 Reduced 12.87%
22,964 $962,000
Q4 2022

Jan 25, 2023
BUY
$38.25 - $43.54 $102,777 - $116,991
2,687 Added 11.35%
26,356 $0
Q3 2022

Oct 24, 2022
SELL
$37.65 - $45.9 $429,360 - $523,443
-11,404 Reduced 32.52%
23,669 $895,000
Q2 2022

Jul 11, 2022
BUY
$37.88 - $48.01 $163,717 - $207,499
4,322 Added 14.05%
35,073 $1.37 Million
Q1 2022

May 02, 2022
BUY
$44.42 - $51.73 $923,891 - $1.08 Million
20,799 Added 208.99%
30,751 $1.46 Million
Q4 2021

Feb 14, 2022
BUY
$48.64 - $55.07 $484,065 - $548,056
9,952 New
9,952 $1.02 Million

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
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