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

Valued Wealth Advisors LLC

  • $154 Billion
  • Q3 2024

A detailed history of Valued Wealth Advisors LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 94 shares of SCHA stock, worth $2,530. This represents 0.0% of its overall portfolio holdings.

Number of Shares
94
Previous 20 370.0%
Holding current value
$2,530
Previous $970,000 396.7%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$46.9 - $51.96 $3,470 - $3,845
74 Added 370.0%
94 $4.82 Million
Q4 2023

Jan 05, 2024
BUY
$38.13 - $48.02 $762 - $960
20 New
20 $838,000

Others Institutions Holding SCHA

# of Institutions
1,144
Shares Held
146M
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
Track This Portfolio

Track Valued Wealth Advisors LLC Portfolio

Follow Valued Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valued Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valued Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email