Wealth Architects, LLC Schwab Strategic Tr Us Small C Transaction History

Wealth Architects, LLC

  • $739 Million
  • Q1 2024

A detailed history of Wealth Architects, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Wealth Architects, LLC holds 66,612 shares of SCHA stock, worth $3.14 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
66,612
Previous 66,613 0.0%
Holding current value
$3.14 Million
Previous $3.15 Million 4.23%
% of portfolio
0.44%
Previous 0.45%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$44.84 - $49.24 $44 - $49
-1 Reduced -0.0%
66,612 $3.28 Million
Q4 2023

Feb 14, 2024
SELL
$38.13 - $48.02 $7,397 - $9,315
-194 Reduced 0.29%
66,613 $3.15 Million
Q3 2023

Nov 09, 2023
SELL
$40.85 - $46.1 $190,115 - $214,549
-4,654 Reduced 6.51%
66,807 $2.77 Million
Q2 2023

Aug 02, 2023
SELL
$39.91 - $43.82 $5,387 - $5,915
-135 Reduced 0.19%
71,461 $3.13 Million
Q4 2022

Feb 09, 2023
BUY
$39.61 - $43.54 $7,684 - $8,446
194 Added 0.27%
71,596 $2.9 Million
Q3 2022

Oct 24, 2022
SELL
N/A
-2,664 Reduced 3.6%
71,402 $2.7 Million
Q1 2022

May 17, 2022
BUY
N/A
36,325 Added 96.25%
74,066 $3.51 Million
Q4 2021

Jan 19, 2022
BUY
N/A
217 Added 0.58%
37,741 $3.87 Million
Q2 2021

Aug 09, 2021
SELL
N/A
-46 Reduced 0.12%
37,524 $3.91 Million
Q1 2021

Apr 29, 2021
SELL
N/A
-842 Reduced 2.19%
37,570 $3.75 Million
Q4 2020

Jan 28, 2021
SELL
N/A
-1,870 Reduced 4.64%
38,412 $3.42 Million
Q3 2020

Nov 09, 2020
SELL
N/A
-134 Reduced 0.33%
40,282 $2.75 Million
Q2 2020

Aug 14, 2020
BUY
N/A
3,195 Added 8.58%
40,416 $2.64 Million
Q1 2020

Apr 23, 2020
BUY
N/A
33,629 Added 936.22%
37,221 $1.92 Million
Q4 2019

Jan 28, 2020
BUY
N/A
536 Added 17.54%
3,592 $272,000
Q3 2019

Oct 23, 2019
SELL
N/A
-13 Reduced 0.42%
3,056 $213,000
Q2 2019

Jul 12, 2019
BUY
N/A
148 Added 5.07%
3,069 $219,000
Q1 2019

May 01, 2019
BUY
N/A
2,921 New
2,921 $204,000

Others Institutions Holding SCHA

# of Institutions
1,103
Shares Held
225M
Call Options Held
56K
Put Options Held
25.6K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
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More about SCHA
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