A detailed history of Warner Financial, Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Warner Financial, Inc holds 11,966 shares of SCHA stock, worth $313,628. This represents 0.27% of its overall portfolio holdings.

Number of Shares
11,966
Previous 11,723 2.07%
Holding current value
$313,628
Previous $556,000 10.79%
% of portfolio
0.27%
Previous 0.27%

Shares

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

Oct 21, 2024

BUY
$46.9 - $51.96 $11,396 - $12,626
243 Added 2.07%
11,966 $616,000
Q2 2024

Jul 23, 2024

BUY
$45.24 - $49.04 $62,612 - $67,871
1,384 Added 13.39%
11,723 $556,000
Q1 2024

Apr 23, 2024

BUY
$44.84 - $49.24 $20,402 - $22,404
455 Added 4.6%
10,339 $509,000
Q4 2023

Jan 30, 2024

BUY
$38.13 - $48.02 $47,471 - $59,784
1,245 Added 14.41%
9,884 $467,000
Q3 2023

Nov 06, 2023

BUY
$40.85 - $46.1 $38,399 - $43,334
940 Added 12.21%
8,639 $358,000
Q2 2023

Aug 04, 2023

BUY
$39.91 - $43.82 $8,540 - $9,377
214 Added 2.86%
7,699 $337,000
Q1 2023

Apr 24, 2023

BUY
$39.82 - $46.36 $637 - $741
16 Added 0.21%
7,485 $314,000
Q4 2022

Feb 09, 2023

BUY
$38.25 - $43.54 $918 - $1,044
24 Added 0.32%
7,469 $303,000
Q3 2022

Nov 08, 2022

BUY
$37.65 - $45.9 $53,048 - $64,673
1,409 Added 23.34%
7,445 $281,000
Q2 2022

Aug 09, 2022

BUY
$37.88 - $48.01 $228,643 - $289,788
6,036 New
6,036 $235,000

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


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