Wealthcare Advisory Partners LLC Schwab Strategic Tr Us Small C Transaction History

Wealthcare Advisory Partners LLC

  • $3 Billion
  • Q1 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 79,826 shares of SCHA stock, worth $3.76 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
79,826
Previous 102,912 22.43%
Holding current value
$3.76 Million
Previous $4.86 Million 19.15%
% of portfolio
0.13%
Previous 0.19%

Shares

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

Apr 15, 2024
SELL
$44.84 - $49.24 $1.04 Million - $1.14 Million
-23,086 Reduced 22.43%
79,826 $3.93 Million
Q4 2023

Feb 06, 2024
BUY
$38.13 - $48.02 $1.15 Million - $1.45 Million
30,252 Added 41.64%
102,912 $4.86 Million
Q3 2023

Oct 12, 2023
BUY
$40.85 - $46.1 $336,604 - $379,864
8,240 Added 12.79%
72,660 $3.01 Million
Q2 2023

Jul 17, 2023
BUY
$39.91 - $43.82 $1.74 Million - $1.91 Million
43,541 Added 208.54%
64,420 $2.82 Million
Q1 2023

May 04, 2023
SELL
$39.82 - $46.36 $384,701 - $447,883
-9,661 Reduced 31.63%
20,879 $875,000
Q4 2022

Feb 13, 2023
BUY
$39.61 - $43.54 $794,497 - $873,325
20,058 Added 191.36%
30,540 $1.24 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-10,218 Reduced 49.36%
10,482 $396,000
Q2 2022

Aug 15, 2022
BUY
N/A
159 Added 0.77%
20,700 $807,000
Q1 2022

Apr 15, 2022
BUY
N/A
12,957 Added 170.85%
20,541 $973,000
Q4 2021

Feb 11, 2022
BUY
N/A
5,469 Added 258.58%
7,584 $0
Q3 2021

Nov 15, 2021
BUY
N/A
2,115 New
2,115 $212,000
Q2 2021

Aug 16, 2021
SELL
N/A
-700 Closed
0 $0
Q1 2021

Apr 30, 2021
BUY
N/A
700 New
700 $70,000
Q2 2020

Jul 29, 2020
SELL
N/A
-562 Closed
0 $0
Q1 2020

Apr 29, 2020
BUY
N/A
508 Added 940.74%
562 $29,000
Q4 2019

Jan 29, 2020
BUY
N/A
27 Added 100.0%
54 $4,000
Q3 2019

Oct 17, 2019
SELL
N/A
-87 Reduced 76.32%
27 $2,000
Q2 2019

Jul 30, 2019
BUY
N/A
8 Added 7.55%
114 $8,000
Q1 2019

May 13, 2019
SELL
N/A
-637 Reduced 85.73%
106 $7,000
Q4 2018

Feb 14, 2019
BUY
N/A
4 Added 0.54%
743 $45,000
Q1 2018

May 15, 2018
BUY
N/A
177 Added 31.49%
739 $51,000
Q4 2017

Feb 14, 2018
BUY
N/A
562
562 $39,000

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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