Values Added Financial LLC Schwab Strategic Tr Us Small C Transaction History

Values Added Financial LLC

  • $128 Billion
  • Q1 2024

A detailed history of Values Added Financial LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Values Added Financial LLC holds 40,224 shares of SCHA stock, worth $1.9 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares
40,224
Previous 38,004 5.84%
Holding current value
$1.9 Million
Previous $1.8 Billion 10.32%
% of portfolio
1.54%
Previous 1.47%

Shares

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

Apr 25, 2024
BUY
$44.84 - $49.24 $99,544 - $109,312
2,220 Added 5.84%
40,224 $1.98 Billion
Q4 2023

Jan 18, 2024
BUY
$38.13 - $48.02 $40,608 - $51,141
1,065 Added 2.88%
38,004 $1.8 Billion
Q3 2023

Oct 19, 2023
BUY
$40.85 - $46.1 $69,526 - $78,462
1,702 Added 4.83%
36,939 $1.53 Billion
Q2 2023

Jul 24, 2023
BUY
$39.91 - $43.82 $1.41 Million - $1.54 Million
35,237 New
35,237 $1.54 Billion

Others Institutions Holding SCHA

# of Institutions
1,104
Shares Held
225M
Call Options Held
56K
Put Options Held
25.6K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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  • Ticker SCHA
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