Uma Financial Services, Inc. Schwab Strategic Tr Us Small C Transaction History

Uma Financial Services, Inc.

  • $514 Million
  • Q2 2024

A detailed history of Uma Financial Services, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Uma Financial Services, Inc. holds 5,023 shares of SCHA stock, worth $250,748. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,023
Previous 8,355 39.88%
Holding current value
$250,748
Previous $411,000 42.09%
% of portfolio
0.05%
Previous 0.08%

Shares

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

Jul 17, 2024
SELL
$45.24 - $49.04 $150,739 - $163,401
-3,332 Reduced 39.88%
5,023 $238,000
Q1 2024

Apr 17, 2024
SELL
$44.84 - $49.24 $1,659 - $1,821
-37 Reduced 0.44%
8,355 $411,000
Q4 2023

Jan 23, 2024
BUY
$38.13 - $48.02 $50,064 - $63,050
1,313 Added 18.55%
8,392 $396,000
Q3 2023

Oct 10, 2023
BUY
$40.85 - $46.1 $81 - $92
2 Added 0.03%
7,079 $293,000
Q2 2023

Jul 05, 2023
BUY
$39.91 - $43.82 $17,161 - $18,842
430 Added 6.47%
7,077 $309,000
Q1 2023

Apr 20, 2023
BUY
$39.82 - $46.36 $517 - $602
13 Added 0.2%
6,647 $278,000
Q4 2022

Jan 25, 2023
SELL
$39.61 - $43.54 $143,586 - $157,832
-3,625 Reduced 35.33%
6,634 $0
Q3 2022

Oct 06, 2022
BUY
N/A
828 Added 8.78%
10,259 $412,000
Q2 2022

Aug 02, 2022
SELL
N/A
-75,897 Reduced 88.95%
9,431 $406,000
Q1 2022

May 05, 2022
BUY
N/A
33,939 Added 66.04%
85,328 $3.84 Million
Q4 2021

Jan 11, 2022
BUY
N/A
3,669 Added 7.69%
51,389 $5.13 Million
Q3 2021

Oct 19, 2021
BUY
N/A
2,773 Added 6.17%
47,720 $4.93 Million
Q2 2021

Jul 23, 2021
BUY
N/A
5,167 Added 12.99%
44,947 $4.49 Million
Q1 2021

Apr 06, 2021
BUY
N/A
1,932 Added 5.1%
39,780 $4.04 Million
Q4 2020

Feb 19, 2021
BUY
N/A
30,911 Added 445.6%
37,848 $3.75 Million
Q2 2020

Aug 11, 2020
SELL
N/A
-295 Reduced 4.08%
6,937 $498,000
Q1 2020

Apr 23, 2020
SELL
N/A
-2,826 Reduced 28.1%
7,232 $391,000
Q4 2019

Jan 14, 2020
BUY
N/A
58 Added 0.58%
10,058 $763,000
Q3 2019

Nov 26, 2019
BUY
N/A
10,000 New
10,000 $739,000

Others Institutions Holding SCHA

# of Institutions
1,110
Shares Held
226M
Call Options Held
56K
Put Options Held
18.6K
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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