A detailed history of Walkner Condon Financial Advisors LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 11,249 shares of SCHA stock, worth $310,809. This represents 0.12% of its overall portfolio holdings.

Number of Shares
11,249
Previous 11,542 2.54%
Holding current value
$310,809
Previous $547,000 5.85%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Oct 31, 2024

SELL
$46.9 - $51.96 $13,741 - $15,224
-293 Reduced 2.54%
11,249 $579,000
Q2 2024

Jul 26, 2024

SELL
$45.24 - $49.04 $2,262 - $2,452
-50 Reduced 0.43%
11,542 $547,000
Q1 2024

Apr 22, 2024

BUY
$44.84 - $49.24 $3,138 - $3,446
70 Added 0.61%
11,592 $570,000
Q4 2023

Jan 23, 2024

BUY
$38.13 - $48.02 $22,039 - $27,755
578 Added 5.28%
11,522 $544,000
Q3 2023

Oct 19, 2023

BUY
$40.85 - $46.1 $326 - $368
8 Added 0.07%
10,944 $453,000
Q2 2023

Jul 21, 2023

SELL
$39.91 - $43.82 $65,212 - $71,601
-1,634 Reduced 13.0%
10,936 $478,000
Q1 2023

Apr 20, 2023

BUY
$39.82 - $46.36 $3,384 - $3,940
85 Added 0.68%
12,570 $527,000
Q4 2022

Jan 25, 2023

SELL
$38.25 - $43.54 $11,819 - $13,453
-309 Reduced 2.42%
12,485 $0
Q3 2022

Oct 28, 2022

BUY
$37.65 - $45.9 $17,620 - $21,481
468 Added 3.8%
12,794 $484,000
Q2 2022

Aug 04, 2022

BUY
$37.88 - $48.01 $37 - $48
1 Added 0.01%
12,326 $481,000
Q1 2022

May 03, 2022

BUY
$44.42 - $51.73 $97,679 - $113,754
2,199 Added 21.72%
12,325 $584 Million
Q4 2021

Feb 11, 2022

BUY
$48.64 - $55.07 $492,528 - $557,638
10,126 New
10,126 $0
Q2 2021

Aug 10, 2021

SELL
$48.39 - $52.91 $483,561 - $528,729
-9,993 Closed
0 $0
Q1 2021

Apr 13, 2021

BUY
$43.89 - $52.63 $11,630 - $13,946
265 Added 2.72%
9,993 $996,000
Q4 2020

Jan 12, 2021

BUY
$34.66 - $45.17 $96,250 - $125,437
2,777 Added 39.95%
9,728 $866,000
Q3 2020

Nov 10, 2020

BUY
$32.09 - $36.38 $223,057 - $252,877
6,951 New
6,951 $475,000

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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