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

Wealthcare Advisory Partners LLC

  • $3.43 Billion
  • Q3 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 45,974 shares of SCHA stock, worth $1.26 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
45,974
Previous 70,164 34.48%
Holding current value
$1.26 Million
Previous $3.33 Million 28.9%
% of portfolio
0.07%
Previous 0.11%

Shares

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

Nov 04, 2024
SELL
$46.9 - $51.96 $1.13 Million - $1.26 Million
-24,190 Reduced 34.48%
45,974 $2.37 Million
Q2 2024

Aug 09, 2024
SELL
$45.24 - $49.04 $437,108 - $473,824
-9,662 Reduced 12.1%
70,164 $3.33 Million
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
$38.25 - $43.54 $767,218 - $873,325
20,058 Added 191.36%
30,540 $1.24 Million
Q3 2022

Nov 14, 2022
SELL
$37.65 - $45.9 $384,707 - $469,006
-10,218 Reduced 49.36%
10,482 $396,000
Q2 2022

Aug 15, 2022
BUY
$37.88 - $48.01 $6,022 - $7,633
159 Added 0.77%
20,700 $807,000
Q1 2022

Apr 15, 2022
BUY
$44.42 - $51.73 $575,549 - $670,265
12,957 Added 170.85%
20,541 $973,000
Q4 2021

Feb 11, 2022
BUY
$48.64 - $55.07 $266,012 - $301,177
5,469 Added 258.58%
7,584 $0
Q3 2021

Nov 15, 2021
BUY
$48.3 - $52.49 $102,154 - $111,016
2,115 New
2,115 $212,000
Q2 2021

Aug 16, 2021
SELL
$48.39 - $52.91 $33,873 - $37,037
-700 Closed
0 $0
Q1 2021

Apr 30, 2021
BUY
$43.89 - $52.63 $30,723 - $36,841
700 New
700 $70,000
Q2 2020

Jul 29, 2020
SELL
$23.59 - $35.22 $13,257 - $19,793
-562 Closed
0 $0
Q1 2020

Apr 29, 2020
BUY
$22.29 - $38.7 $11,323 - $19,659
508 Added 940.74%
562 $29,000
Q4 2019

Jan 29, 2020
BUY
$33.63 - $38.03 $908 - $1,026
27 Added 100.0%
54 $4,000
Q3 2019

Oct 17, 2019
SELL
$34.78 - $36.12 $3,025 - $3,142
-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
1,135
Shares Held
233M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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