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

Tradition Wealth Management, LLC

  • $957 Million
  • Q1 2024

A detailed history of Tradition Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 223,457 shares of SCHA stock, worth $10.6 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
223,457
Previous 224,225 0.34%
Holding current value
$10.6 Million
Previous $10.6 Million 3.88%
% of portfolio
1.15%
Previous 1.11%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$44.84 - $49.24 $34,437 - $37,816
-768 Reduced 0.34%
223,457 $11 Million
Q4 2023

Feb 12, 2024
SELL
$38.13 - $48.02 $170,174 - $214,313
-4,463 Reduced 1.95%
224,225 $10.6 Million
Q3 2023

Nov 13, 2023
BUY
$40.85 - $46.1 $32,026 - $36,142
784 Added 0.34%
228,688 $9.47 Million
Q2 2023

Aug 14, 2023
SELL
$39.91 - $43.82 $109,074 - $119,760
-2,733 Reduced 1.18%
227,904 $9.98 Million
Q1 2023

May 11, 2023
BUY
$39.82 - $46.36 $129,733 - $151,040
3,258 Added 1.43%
230,637 $9.67 Million
Q4 2022

Feb 03, 2023
BUY
$39.61 - $43.54 $108,571 - $119,343
2,741 Added 1.22%
227,379 $9.21 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-1,186 Reduced 0.53%
224,638 $8.49 Million
Q2 2022

Aug 02, 2022
BUY
N/A
46 Added 0.02%
225,824 $8.81 Million
Q1 2022

May 11, 2022
BUY
N/A
113,437 Added 100.98%
225,778 $10.7 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-976 Reduced 0.86%
112,341 $11.5 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-400 Reduced 0.35%
113,317 $11.3 Million
Q2 2021

Aug 09, 2021
BUY
N/A
551 Added 0.49%
113,717 $11.8 Million
Q1 2021

May 14, 2021
SELL
N/A
-8,701 Reduced 7.14%
113,166 $11.3 Million
Q4 2020

Feb 16, 2021
BUY
N/A
121,867 New
121,867 $10.8 Million

Others Institutions Holding SCHA

# of Institutions
1,102
Shares Held
225M
Call Options Held
56K
Put Options Held
25.6K
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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