United Advisor Group, LLC Schwab Strategic Tr Us Small C Transaction History

United Advisor Group, LLC

  • $476 Million
  • Q4 2024

A detailed history of United Advisor Group, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, United Advisor Group, LLC holds 46,692 shares of SCHA stock, worth $1.11 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
46,692
Previous 7,375 533.11%
Holding current value
$1.11 Million
Previous $379,000 218.47%
% of portfolio
0.25%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 24, 2025
BUY
$25.33 - $51.16 $995,899 - $2.01 Million
39,317 Added 533.11%
46,692 $1.21 Million
Q3 2024

Oct 30, 2024
SELL
$46.9 - $51.96 $266,814 - $295,600
-5,689 Reduced 43.55%
7,375 $379,000
Q2 2024

Aug 08, 2024
SELL
$45.24 - $49.04 $150,242 - $162,861
-3,321 Reduced 20.27%
13,064 $619,000
Q1 2024

May 14, 2024
SELL
$44.84 - $49.24 $882,406 - $968,993
-19,679 Reduced 54.57%
16,385 $806,000
Q4 2023

Feb 15, 2024
BUY
$38.13 - $48.02 $1.38 Million - $1.73 Million
36,064 New
36,064 $1.7 Million

Others Institutions Holding SCHA

# of Institutions
1,251
Shares Held
272M
Call Options Held
66.4K
Put Options Held
2.7K
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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