Ulland Investment Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Ulland Investment Advisors, LLC

  • $137 Million
  • Q3 2024

A detailed history of Ulland Investment Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Ulland Investment Advisors, LLC holds 100 shares of SCHA stock, worth $2,749. This represents 0.0% of its overall portfolio holdings.

Number of Shares
100
Previous 100 -0.0%
Holding current value
$2,749
Previous $5,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 25, 2024
SELL
$44.84 - $49.24 $19,236 - $21,123
-429 Reduced 81.1%
100 $5,000
Q4 2023

Jan 16, 2024
SELL
$38.13 - $48.02 $2,707 - $3,409
-71 Reduced 11.83%
529 $25,000
Q1 2023

Apr 17, 2023
SELL
$39.82 - $46.36 $7,964 - $9,272
-200 Reduced 25.0%
600 $25,000
Q2 2022

Jul 25, 2022
SELL
$37.88 - $48.01 $178,793 - $226,607
-4,720 Reduced 85.51%
800 $31,000
Q1 2022

May 09, 2022
BUY
$44.42 - $51.73 $82,177 - $95,700
1,850 Added 50.41%
5,520 $261,000
Q4 2021

Feb 16, 2022
BUY
$48.64 - $55.07 $178,508 - $202,106
3,670 New
3,670 $376,000

Others Institutions Holding SCHA

# of Institutions
1,135
Shares Held
233M
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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