Wealth Shield Partners, LLC Schwab Strategic Tr Us Small C Transaction History

Wealth Shield Partners, LLC

  • $721 Million
  • Q3 2024

A detailed history of Wealth Shield Partners, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 52,181 shares of SCHA stock, worth $1.37 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
52,181
Previous 52,112 0.13%
Holding current value
$1.37 Million
Previous $2.47 Million 8.7%
% of portfolio
0.37%
Previous 0.39%

Shares

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

Nov 04, 2024
BUY
$46.9 - $51.96 $3,236 - $3,585
69 Added 0.13%
52,181 $2.69 Million
Q2 2024

Jul 26, 2024
BUY
$45.24 - $49.04 $24,384 - $26,432
539 Added 1.05%
52,112 $2.47 Million
Q1 2024

Apr 29, 2024
BUY
$44.84 - $49.24 $92,818 - $101,926
2,070 Added 4.18%
51,573 $2.54 Million
Q4 2023

Jan 23, 2024
SELL
$38.13 - $48.02 $21,848 - $27,515
-573 Reduced 1.14%
49,503 $2.34 Million
Q3 2023

Oct 25, 2023
BUY
$40.85 - $46.1 $7,884 - $8,897
193 Added 0.39%
50,076 $2.07 Million
Q2 2023

Aug 03, 2023
BUY
$39.91 - $43.82 $37,874 - $41,585
949 Added 1.94%
49,883 $2.18 Million
Q1 2023

May 08, 2023
BUY
$39.82 - $46.36 $46,947 - $54,658
1,179 Added 2.47%
48,934 $2.05 Million
Q4 2022

Feb 13, 2023
BUY
$38.25 - $43.54 $107,291 - $122,129
2,805 Added 6.24%
47,755 $1.93 Million
Q3 2022

Nov 04, 2022
BUY
$37.65 - $45.9 $111,444 - $135,864
2,960 Added 7.05%
44,950 $1.7 Million
Q2 2022

Aug 11, 2022
BUY
$37.88 - $48.01 $72,805 - $92,275
1,922 Added 4.8%
41,990 $1.64 Million
Q1 2022

May 09, 2022
BUY
$44.42 - $51.73 $1.78 Million - $2.07 Million
40,068 New
40,068 $1.9 Million
Q3 2021

Nov 12, 2021
SELL
$48.3 - $52.49 $7,148 - $7,768
-148 Closed
0 $0
Q1 2021

May 17, 2021
BUY
$43.89 - $52.63 $6,495 - $7,789
148 New
148 $15,000
Q4 2020

Feb 16, 2021
SELL
$34.66 - $45.17 $381 - $496
-11 Closed
0 $0
Q3 2020

Oct 30, 2020
BUY
$32.09 - $36.38 $352 - $400
11 New
11 $1,000

Others Institutions Holding SCHA

# of Institutions
1,147
Shares Held
147M
Call Options Held
55.6K
Put Options Held
7.8K
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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