A detailed history of Vanguard Personalized Indexing Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Vanguard Personalized Indexing Management, LLC holds 25,839 shares of SCHA stock, worth $1.22 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
25,839
Previous 25,411 1.68%
Holding current value
$1.22 Million
Previous $1.2 Million 6.0%
% of portfolio
0.03%
Previous 0.03%

Shares

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

May 09, 2024

BUY
$44.84 - $49.24 $19,191 - $21,074
428 Added 1.68%
25,839 $1.27 Million
Q4 2023

Feb 07, 2024

BUY
$38.13 - $48.02 $177,762 - $223,869
4,662 Added 22.47%
25,411 $1.2 Million
Q2 2023

Jul 28, 2023

SELL
$39.91 - $43.82 $11,653 - $12,795
-292 Reduced 1.39%
20,749 $908,000
Q1 2023

May 10, 2023

BUY
$39.82 - $46.36 $837,852 - $975,460
21,041 New
21,041 $882,000
Q1 2021

Apr 28, 2021

BUY
N/A
2,042 New
2,042 $204,000

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Vanguard Personalized Indexing Management, LLC Portfolio

Follow Vanguard Personalized Indexing Management, 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 Vanguard Personalized Indexing Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vanguard Personalized Indexing Management, LLC with notifications on news.