Transamerica Financial Advisors, Inc. Schwab Strategic Tr Intl Small Transaction History

Transamerica Financial Advisors, Inc.

  • $982 Million
  • Q1 2024

A detailed history of Transamerica Financial Advisors, Inc. transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Transamerica Financial Advisors, Inc. holds 176,995 shares of SCHC stock, worth $6.3 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
176,995
Previous 163,418 8.31%
Holding current value
$6.3 Million
Previous $5.7 Million 11.14%
% of portfolio
0.65%
Previous 0.79%

Shares

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

May 15, 2024
BUY
$33.2 - $35.86 $450,756 - $486,871
13,577 Added 8.31%
176,995 $6.34 Million
Q4 2023

Feb 12, 2024
SELL
$30.0 - $35.05 $340,020 - $397,256
-11,334 Reduced 6.49%
163,418 $5.7 Million
Q3 2023

Nov 14, 2023
BUY
$32.0 - $35.51 $283,200 - $314,263
8,850 Added 5.33%
174,752 $5.64 Million
Q2 2023

Aug 14, 2023
BUY
$32.67 - $34.58 $67,463 - $71,407
2,065 Added 1.26%
165,902 $5.6 Million
Q1 2023

May 15, 2023
SELL
$31.54 - $34.93 $394,344 - $436,729
-12,503 Reduced 7.09%
163,837 $5.52 Million
Q4 2022

Feb 14, 2023
BUY
$29.55 - $32.98 $128,897 - $143,858
4,362 Added 2.54%
176,340 $5.55 Million
Q3 2022

Nov 14, 2022
BUY
N/A
12,286 Added 7.69%
171,978 $4.77 Million
Q2 2022

Aug 15, 2022
BUY
N/A
158,188 Added 10517.82%
159,692 $0
Q1 2022

May 12, 2022
SELL
N/A
-215 Reduced 12.51%
1,504 $58,000
Q4 2021

Feb 14, 2022
SELL
N/A
-23 Reduced 1.32%
1,719 $71,000
Q3 2021

Nov 15, 2021
SELL
N/A
-81 Reduced 4.44%
1,742 $73,000
Q2 2021

Aug 10, 2021
SELL
N/A
-44 Reduced 2.36%
1,823 $76,000
Q1 2021

May 17, 2021
SELL
N/A
-349 Reduced 15.75%
1,867 $74,000
Q4 2020

Feb 16, 2021
SELL
N/A
-871 Reduced 28.22%
2,216 $84,000
Q3 2020

Nov 12, 2020
SELL
N/A
-127,151 Reduced 97.63%
3,087 $101,000
Q2 2020

Aug 13, 2020
BUY
N/A
126,937 Added 3845.41%
130,238 $3.85 Million
Q1 2020

May 15, 2020
SELL
N/A
-486 Reduced 12.83%
3,301 $81,000
Q4 2019

Feb 05, 2020
SELL
N/A
-496 Reduced 11.58%
3,787 $132,000
Q3 2019

Nov 12, 2019
SELL
N/A
-94,674 Reduced 95.67%
4,283 $137,000
Q2 2019

Aug 21, 2019
BUY
N/A
85,890 Added 657.3%
98,957 $3.23 Million
Q1 2019

May 14, 2019
SELL
N/A
-98,478 Reduced 88.29%
13,067 $422,000
Q4 2018

Feb 04, 2019
BUY
N/A
3,334 Added 3.08%
111,545 $3.25 Million
Q3 2018

Nov 13, 2018
SELL
N/A
-3,165 Reduced 2.84%
108,211 $3.86 Million
Q2 2018

Jul 25, 2018
BUY
N/A
111,307 Added 161314.48%
111,376 $4.02 Million
Q1 2018

May 09, 2018
BUY
N/A
69 New
69 $3,000

Others Institutions Holding SCHC

# of Institutions
405
Shares Held
88.1M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

SCHC Quotes by TradingView
  • Ticker SCHC
  • Sector ETFs
  • Industry ETFs
More about SCHC
Track This Portfolio

Track Transamerica Financial Advisors, Inc. Portfolio

Follow Transamerica Financial 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 Transamerica Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Transamerica Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email