U.S. Capital Wealth Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

U.S. Capital Wealth Advisors, LLC

  • $2.46 Billion
  • Q2 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 6,456 shares of SCHA stock, worth $331,967. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,456
Previous 7,620 15.28%
Holding current value
$331,967
Previous $375,000 18.4%
% of portfolio
0.01%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 11, 2024
SELL
$45.24 - $49.04 $52,659 - $57,082
-1,164 Reduced 15.28%
6,456 $306,000
Q1 2024

May 10, 2024
SELL
$44.84 - $49.24 $5,291 - $5,810
-118 Reduced 1.52%
7,620 $375,000
Q4 2023

Feb 06, 2024
BUY
$38.13 - $48.02 $18,111 - $22,809
475 Added 6.54%
7,738 $365,000
Q3 2023

Oct 19, 2023
BUY
$40.85 - $46.1 $30,637 - $34,575
750 Added 11.52%
7,263 $300,000
Q2 2023

Aug 04, 2023
BUY
$39.91 - $43.82 $15,764 - $17,308
395 Added 6.46%
6,513 $285,000
Q1 2023

May 11, 2023
SELL
$39.82 - $46.36 $15,808 - $18,404
-397 Reduced 6.09%
6,118 $256,000
Q4 2022

Feb 03, 2023
SELL
$38.25 - $43.54 $267 - $304
-7 Reduced 0.11%
6,515 $263,000
Q3 2022

Nov 01, 2022
BUY
$37.65 - $45.9 $15,172 - $18,497
403 Added 6.59%
6,522 $247,000
Q2 2022

Aug 12, 2022
BUY
$37.88 - $48.01 $231,787 - $293,773
6,119 New
6,119 $239,000

Others Institutions Holding SCHA

# of Institutions
1,119
Shares Held
230M
Call Options Held
44.7K
Put Options Held
32.4K
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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