Wealth Group LTD Schwab Strategic Tr Us Small C Transaction History

Wealth Group LTD

$341 Billion
Q1 2025

A detailed history of Wealth Group LTD transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Wealth Group LTD holds 79,973 shares of SCHA stock, worth $1.82 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

79,973

Previous 81,261 1.59%

Holding current value

$1.82 Million

Previous $2.1 Billion 10.83%

% of portfolio

0.55%

Previous 0.61%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$23.16 - $27.04 $29,830 - $34,827	-1,288 Reduced 1.59%	79,973 $1.87 Billion
Q4 2024 Jan 08, 2025	BUY	$25.33 - $51.16 $1.02 Million - $2.07 Million	40,390 Added 98.82%	81,261 $2.1 Billion
Q3 2024 Oct 08, 2024	SELL	$46.9 - $51.96 $14,116 - $15,639	-301 Reduced 0.73%	40,871 $2.1 Billion
Q2 2024 Jul 09, 2024	SELL	$45.24 - $49.04 $20,312 - $22,018	-449 Reduced 1.08%	41,172 $1.95 Billion
Q4 2023 Feb 07, 2024	BUY	$38.13 - $48.02 $1.59 Million - $2 Million	41,621 New	41,621 $1.9 Billion

Others Institutions Holding SCHA

# of Institutions

1,262

Shares Held

277M

Call Options Held

66.4K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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