A detailed history of Wade G W & Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Wade G W & Inc holds 45,021 shares of SCHA stock, worth $1.18 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
45,021
Previous 39,202 14.84%
Holding current value
$1.18 Million
Previous $1.62 Million 30.97%
% of portfolio
0.07%
Previous 0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 08, 2024

BUY
$38.13 - $48.02 $221,878 - $279,428
5,819 Added 14.84%
45,021 $2.13 Million
Q3 2023

Nov 08, 2023

BUY
$40.85 - $46.1 $65,360 - $73,760
1,600 Added 4.26%
39,202 $1.62 Million
Q2 2023

Aug 10, 2023

BUY
$39.91 - $43.82 $119 - $131
3 Added 0.01%
37,602 $1.65 Million
Q1 2023

May 09, 2023

SELL
$39.82 - $46.36 $2,429 - $2,827
-61 Reduced 0.16%
37,599 $1.58 Million
Q4 2022

Feb 10, 2023

BUY
$38.25 - $43.54 $229 - $261
6 Added 0.02%
37,660 $1.53 Million
Q3 2022

Nov 10, 2022

SELL
$37.65 - $45.9 $698,595 - $851,674
-18,555 Reduced 33.01%
37,654 $1.42 Million
Q2 2022

Aug 09, 2022

BUY
$37.88 - $48.01 $66,479 - $84,257
1,755 Added 3.22%
56,209 $2.19 Million
Q1 2022

May 10, 2022

BUY
$44.42 - $51.73 $1.69 Million - $1.97 Million
38,069 Added 232.34%
54,454 $2.58 Million
Q4 2021

Feb 09, 2022

SELL
$48.64 - $55.07 $3,842 - $4,350
-79 Reduced 0.48%
16,385 $1.68 Million
Q3 2021

Nov 03, 2021

BUY
$48.3 - $52.49 $795,211 - $864,195
16,464 New
16,464 $1.65 Million
Q2 2021

Aug 12, 2021

SELL
$48.39 - $52.91 $114,732 - $125,449
-2,371 Closed
0 $0
Q1 2021

May 05, 2021

BUY
$43.89 - $52.63 $104,063 - $124,785
2,371 New
2,371 $236,000

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


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

Track Wade G W & Inc Portfolio

Follow Wade G W & Inc 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 Wade G W & Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wade G W & Inc with notifications on news.