Wagner Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Wagner Wealth Management, LLC

  • $256 Million
  • Q2 2024

A detailed history of Wagner Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 399 shares of SCHA stock, worth $20,516. This represents 0.01% of its overall portfolio holdings.

Number of Shares
399
Previous 353 13.03%
Holding current value
$20,516
Previous $17,000 5.88%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 18, 2024
BUY
$45.24 - $49.04 $2,081 - $2,255
46 Added 13.03%
399 $18,000
Q1 2024

Apr 23, 2024
BUY
$44.84 - $49.24 $941 - $1,034
21 Added 6.33%
353 $17,000
Q4 2023

Jan 19, 2024
BUY
$38.13 - $48.02 $915 - $1,152
24 Added 7.79%
332 $15,000
Q3 2023

Oct 18, 2023
BUY
$40.85 - $46.1 $1,674 - $1,890
41 Added 15.36%
308 $12,000
Q2 2023

Jul 28, 2023
BUY
$39.91 - $43.82 $917 - $1,007
23 Added 9.43%
267 $11,000
Q1 2023

May 17, 2023
BUY
$39.82 - $46.36 $915 - $1,066
23 Added 10.41%
244 $10,000
Q4 2022

Feb 14, 2023
BUY
$38.25 - $43.54 $688 - $783
18 Added 8.87%
221 $8,000
Q3 2022

Nov 14, 2022
BUY
$37.65 - $45.9 $150 - $183
4 Added 2.01%
203 $8,000
Q2 2022

Aug 11, 2022
SELL
$37.88 - $48.01 $7,538 - $9,553
-199 Reduced 50.0%
199 $8,000
Q1 2022

May 16, 2022
BUY
$44.42 - $51.73 $13,281 - $15,467
299 Added 302.02%
398 $18,000
Q2 2021

Aug 13, 2021
BUY
$48.39 - $52.91 $48 - $52
1 Added 1.02%
99 $10,000
Q4 2020

Feb 09, 2021
SELL
$34.66 - $45.17 $18,577 - $24,211
-536 Reduced 84.54%
98 $9,000
Q3 2018

Nov 05, 2018
BUY
N/A
1 Added 0.16%
634 $48,000
Q1 2018

May 10, 2018
BUY
N/A
1 Added 0.16%
633 $44,000
Q4 2017

Feb 22, 2018
BUY
N/A
632
632 $34,000

Others Institutions Holding SCHA

# of Institutions
1,119
Shares Held
230M
Call Options Held
44.7K
Put Options Held
32.4K
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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