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 346,554 shares of SCHA stock, worth $9.33 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
346,554
Previous 361,746 4.2%
Holding current value
$9.33 Million
Previous $17.2 Million 3.98%
% of portfolio
1.14%
Previous 1.17%

Shares

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

Nov 12, 2024

SELL
$46.9 - $51.96 $712,504 - $789,376
-15,192 Reduced 4.2%
346,554 $17.8 Million
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
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