Vishria Bird Financial Group, LLC Schwab Strategic Tr Us Small C Transaction History

Vishria Bird Financial Group, LLC

  • $285 Million
  • Q4 2024

A detailed history of Vishria Bird Financial Group, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Vishria Bird Financial Group, LLC holds 15,494 shares of SCHA stock, worth $374,644. This represents 0.14% of its overall portfolio holdings.

Number of Shares
15,494
Previous 7,747 100.0%
Holding current value
$374,644
Previous $399,000 0.5%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Jan 21, 2025
BUY
$25.33 - $51.16 $196,231 - $396,336
7,747 Added 100.0%
15,494 $401,000
Q3 2024

Nov 06, 2024
BUY
$46.9 - $51.96 $363,334 - $402,534
7,747 New
7,747 $399,000

Others Institutions Holding SCHA

# of Institutions
1,251
Shares Held
274M
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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