Wealthsource Partners, LLC Schwab Strategic Tr Us Small C Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 09, 2023
SELL
$40.85 - $46.1 $44,935 - $50,710
-1,100 Reduced 6.44%
15,989 $662,000
Q2 2023

Aug 14, 2023
SELL
$39.91 - $43.82 $1,556 - $1,708
-39 Reduced 0.23%
17,089 $748,000
Q1 2023

May 15, 2023
SELL
$39.82 - $46.36 $121,212 - $141,119
-3,044 Reduced 15.09%
17,128 $718,000
Q4 2022

Feb 09, 2023
BUY
$38.25 - $43.54 $91,953 - $104,670
2,404 Added 13.53%
20,172 $817,000
Q3 2022

Nov 14, 2022
BUY
$37.65 - $45.9 $25,376 - $30,936
674 Added 3.94%
17,768 $672,000
Q2 2022

Aug 10, 2022
SELL
$37.88 - $48.01 $29,016 - $36,775
-766 Reduced 4.29%
17,094 $666,000
Q1 2022

May 09, 2022
BUY
$44.42 - $51.73 $551,651 - $642,434
12,419 Added 228.25%
17,860 $846,000
Q4 2021

Feb 14, 2022
SELL
$48.64 - $55.07 $4,961 - $5,617
-102 Reduced 1.84%
5,441 $557,000
Q3 2021

Nov 18, 2021
SELL
$48.3 - $52.49 $25,840 - $28,082
-535 Reduced 8.8%
5,543 $555,000
Q2 2021

Nov 18, 2021
BUY
$48.39 - $52.91 $87,343 - $95,502
1,805 Added 42.24%
6,078 $633,000
Q1 2021

Jun 21, 2021
BUY
$43.89 - $52.63 $20,408 - $24,472
465 Added 12.21%
4,273 $426,000
Q4 2020

Feb 12, 2021
SELL
$34.66 - $45.17 $129,905 - $169,297
-3,748 Reduced 49.6%
3,808 $339,000
Q3 2020

Nov 16, 2020
SELL
$32.09 - $36.38 $1,508 - $1,709
-47 Reduced 0.62%
7,556 $0
Q2 2020

Aug 17, 2020
SELL
$23.59 - $35.22 $524,806 - $783,539
-22,247 Reduced 74.53%
7,603 $497,000
Q1 2020

May 12, 2020
BUY
$22.29 - $38.7 $63,459 - $110,178
2,847 Added 10.54%
29,850 $1.54 Million
Q4 2019

Feb 12, 2020
SELL
$33.63 - $38.03 $266,954 - $301,882
-7,938 Reduced 22.72%
27,003 $2.04 Million
Q3 2019

Nov 15, 2019
BUY
$34.78 - $36.12 $138,041 - $143,360
3,969 Added 12.81%
34,941 $2.44 Million
Q2 2019

Aug 09, 2019
SELL
N/A
-21,173 Reduced 40.6%
30,972 $2.21 Million
Q1 2019

May 16, 2019
BUY
N/A
4,789 Added 10.11%
52,145 $3.65 Million
Q4 2018

Feb 06, 2019
BUY
N/A
1,990 Added 4.39%
47,356 $2.87 Million
Q3 2018

Nov 13, 2018
BUY
N/A
8,163 Added 21.94%
45,366 $3.46 Million
Q2 2018

Aug 14, 2018
BUY
N/A
4,760 Added 14.67%
37,203 $2.74 Million
Q1 2018

Apr 16, 2018
BUY
N/A
6,019 Added 22.78%
32,443 $2.24 Million
Q1 2018

Apr 16, 2018
SELL
N/A
-1,979 Reduced 6.97%
26,424 $1.66 Million
Q4 2017

Feb 16, 2018
BUY
N/A
96 Added 0.34%
28,403 $1.98 Million
Q3 2017

Nov 20, 2017
BUY
N/A
1,725 Added 6.49%
28,307 $1.91 Million
Q2 2017

Aug 16, 2017
BUY
N/A
26,582
26,582 $1.7 Million

Others Institutions Holding SCHA

# of Institutions
1,136
Shares Held
234M
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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