A detailed history of Visionary Wealth Advisors transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Visionary Wealth Advisors holds 361,746 shares of SCHA stock, worth $9.27 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
361,746
Previous 394,973 8.41%
Holding current value
$9.27 Million
Previous $19.4 Million 11.74%
% of portfolio
1.17%
Previous 1.35%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$45.24 - $49.04 $1.5 Million - $1.63 Million
-33,227 Reduced 8.41%
361,746 $17.2 Million
Q1 2024

May 15, 2024

SELL
$44.84 - $49.24 $5.88 Million - $6.45 Million
-131,039 Reduced 24.91%
394,973 $19.4 Million
Q4 2023

Feb 14, 2024

SELL
$38.13 - $48.02 $37,176 - $46,819
-975 Reduced 0.19%
526,012 $24.8 Million
Q3 2023

Nov 13, 2023

SELL
$40.85 - $46.1 $1.46 Million - $1.65 Million
-35,715 Reduced 6.35%
526,987 $21.8 Million
Q2 2023

Aug 11, 2023

SELL
$39.91 - $43.82 $1.78 Million - $1.95 Million
-44,508 Reduced 7.33%
562,702 $24.6 Million
Q1 2023

May 15, 2023

BUY
$39.82 - $46.36 $250,228 - $291,326
6,284 Added 1.05%
607,210 $25.5 Million
Q4 2022

Feb 13, 2023

SELL
$38.25 - $43.54 $650,976 - $741,007
-17,019 Reduced 2.75%
600,926 $24.3 Million
Q3 2022

Nov 14, 2022

BUY
$37.65 - $45.9 $853,939 - $1.04 Million
22,681 Added 3.81%
617,945 $23.4 Million
Q2 2022

Aug 12, 2022

BUY
$37.88 - $48.01 $978,061 - $1.24 Million
25,820 Added 4.53%
595,264 $23.2 Million
Q1 2022

May 12, 2022

BUY
$44.42 - $51.73 $15.2 Million - $17.8 Million
343,230 Added 151.73%
569,444 $27 Million
Q4 2021

Feb 14, 2022

BUY
$48.64 - $55.07 $385,034 - $435,934
7,916 Added 3.63%
226,214 $23.2 Million
Q3 2021

Nov 12, 2021

BUY
$48.3 - $52.49 $2.06 Million - $2.24 Million
42,671 Added 24.3%
218,298 $21.9 Million
Q2 2021

Aug 13, 2021

BUY
$48.39 - $52.91 $222,594 - $243,385
4,600 Added 2.69%
175,627 $18.3 Million
Q1 2021

May 18, 2021

SELL
$43.89 - $52.63 $212,032 - $254,255
-4,831 Reduced 2.75%
171,027 $17 Million
Q4 2020

Feb 16, 2021

SELL
$34.66 - $45.17 $83,322 - $108,588
-2,404 Reduced 1.35%
175,858 $15.7 Million
Q3 2020

Nov 16, 2020

SELL
$32.09 - $36.38 $173,671 - $196,888
-5,412 Reduced 2.95%
178,262 $12.2 Million
Q2 2020

Aug 14, 2020

BUY
$23.59 - $35.22 $347,056 - $518,156
14,712 Added 8.71%
183,674 $12 Million
Q1 2020

May 15, 2020

BUY
$22.29 - $38.7 $143,659 - $249,421
6,445 Added 3.97%
168,962 $8.71 Million
Q4 2019

Feb 14, 2020

BUY
$33.63 - $38.03 $5.47 Million - $6.18 Million
162,517 New
162,517 $12.3 Million

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


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

Track Visionary Wealth Advisors Portfolio

Follow Visionary Wealth Advisors 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 Visionary Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Visionary Wealth Advisors with notifications on news.