Wealthcare Advisory Partners LLC Schwab Strategic Tr Intl Small Transaction History

Wealthcare Advisory Partners LLC

$3.49 Billion
Q4 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 15,767 shares of SCHC stock, worth $578,018. This represents 0.02% of its overall portfolio holdings.

Number of Shares

15,767

Previous 9,075 73.74%

Holding current value

$578,018

Previous $349,000 55.01%

% of portfolio

0.02%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 15, 2025	BUY	$33.93 - $38.37 $227,059 - $256,772	6,692 Added 73.74%	15,767 $541,000
Q3 2024 Nov 04, 2024	SELL	$34.48 - $38.87 $22,239 - $25,071	-645 Reduced 6.64%	9,075 $349,000
Q2 2024 Aug 09, 2024	BUY	$34.12 - $36.71 $43,878 - $47,209	1,286 Added 15.25%	9,720 $345,000
Q1 2024 Apr 15, 2024	BUY	$33.2 - $35.86 $280,008 - $302,443	8,434 New	8,434 $301,000
Q4 2021 Feb 11, 2022	SELL	$39.06 - $43.63 $914,589 - $1.02 Million	-23,415 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$40.41 - $44.08 $15,800 - $17,235	391 Added 1.7%	23,415 $972,000
Q2 2021 Aug 16, 2021	BUY	$40.16 - $43.04 $258,068 - $276,575	6,426 Added 38.72%	23,024 $958,000
Q1 2021 Apr 30, 2021	BUY	$37.4 - $40.42 $80,036 - $86,498	2,140 Added 14.8%	16,598 $654,000
Q4 2020 Feb 12, 2021	SELL	$31.39 - $37.85 $1,475 - $1,778	-47 Reduced 0.32%	14,458 $544,000
Q3 2020 Oct 29, 2020	BUY	$29.72 - $33.44 $115,165 - $129,579	3,875 Added 36.45%	14,505 $472,000
Q2 2020 Jul 29, 2020	BUY	$23.02 - $31.17 $181,282 - $245,463	7,875 Added 285.84%	10,630 $314,000
Q1 2020 Apr 29, 2020	SELL	$20.7 - $34.9 $59,533 - $100,372	-2,876 Reduced 51.07%	2,755 $67,000
Q4 2019 Jan 29, 2020	BUY	$31.2 - $34.65 $19,437 - $21,586	623 Added 12.44%	5,631 $195,000
Q3 2019 Oct 17, 2019	SELL	$31.72 - $32.37 $8,088 - $8,254	-255 Reduced 4.85%	5,008 $159,000
Q2 2019 Jul 30, 2019	SELL	N/A	-88 Reduced 1.64%	5,263 $172,000
Q1 2019 May 13, 2019	SELL	N/A	-3,858 Reduced 41.89%	5,351 $173,000
Q4 2018 Feb 14, 2019	BUY	N/A	9,169 Added 22922.5%	9,209 $268,000
Q3 2018 Nov 14, 2018	SELL	N/A	-10 Reduced 20.0%	40 $1,000
Q1 2018 May 15, 2018	BUY	N/A	50 New	50 $2,000

Others Institutions Holding SCHC

# of Institutions

455

Shares Held

46.9M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR INTL SMALL

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Wealthcare Advisory Partners LLC Schwab Strategic Tr Intl Small Transaction History