A detailed history of Transform Wealth, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Transform Wealth, LLC holds 47,533 shares of SCHA stock, worth $1.28 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
47,533
Previous 49,067 3.13%
Holding current value
$1.28 Million
Previous $2.33 Million 5.11%
% of portfolio
0.17%
Previous 0.18%

Shares

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

Oct 15, 2024

SELL
$46.9 - $51.96 $71,944 - $79,706
-1,534 Reduced 3.13%
47,533 $2.45 Million
Q2 2024

Jul 15, 2024

BUY
$45.24 - $49.04 $376,215 - $407,816
8,316 Added 20.41%
49,067 $2.33 Million
Q1 2024

Apr 15, 2024

BUY
$44.84 - $49.24 $158,823 - $174,408
3,542 Added 9.52%
40,751 $2.01 Million
Q4 2023

Jan 18, 2024

SELL
$38.13 - $48.02 $940,400 - $1.18 Million
-24,663 Reduced 39.86%
37,209 $1.76 Million
Q3 2023

Oct 10, 2023

SELL
$40.85 - $46.1 $2.59 Million - $2.93 Million
-63,453 Reduced 50.63%
61,872 $2.56 Million
Q2 2023

Jul 13, 2023

SELL
$39.91 - $43.82 $22,788 - $25,021
-571 Reduced 0.45%
125,325 $5.49 Million
Q1 2023

Apr 14, 2023

BUY
$39.82 - $46.36 $2.57 Million - $2.99 Million
64,592 Added 105.36%
125,896 $5.28 Million
Q4 2022

Jan 12, 2023

BUY
$38.25 - $43.54 $2.34 Million - $2.67 Million
61,304 New
61,304 $0

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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