Trellis Wealth Advisors LLC Schwab Strategic Tr Us Small C Transaction History

Trellis Wealth Advisors LLC

  • $200 Billion
  • Q3 2024

A detailed history of Trellis Wealth Advisors LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Trellis Wealth Advisors LLC holds 8,708 shares of SCHA stock, worth $244,868. This represents 0.22% of its overall portfolio holdings.

Number of Shares
8,708
Previous 8,708 -0.0%
Holding current value
$244,868
Previous $413 Million 8.54%
% of portfolio
0.22%
Previous 0.23%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 10, 2023
BUY
$39.91 - $43.82 $347,536 - $381,584
8,708 New
8,708 $381 Million

Others Institutions Holding SCHA

# of Institutions
1,146
Shares Held
147M
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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