West Coast Financial LLC Schwab Strategic Tr Us Small C Transaction History

West Coast Financial LLC

  • $907 Million
  • Q4 2024

A detailed history of West Coast Financial LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, West Coast Financial LLC holds 19,488 shares of SCHA stock, worth $492,461. This represents 0.06% of its overall portfolio holdings.

Number of Shares
19,488
Previous 9,744 100.0%
Holding current value
$492,461
Previous $501,000 0.4%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$25.33 - $51.16 $246,815 - $498,503
9,744 Added 100.0%
19,488 $503,000
Q3 2024

Oct 09, 2024
BUY
$46.9 - $51.96 $121,658 - $134,784
2,594 Added 36.28%
9,744 $501,000
Q1 2024

Apr 12, 2024
BUY
$44.84 - $49.24 $89,680 - $98,480
2,000 Added 38.83%
7,150 $352,000
Q2 2023

Aug 08, 2023
BUY
$39.91 - $43.82 $205,536 - $225,673
5,150 New
5,150 $225,000

Others Institutions Holding SCHA

# of Institutions
1,248
Shares Held
272M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track West Coast Financial LLC Portfolio

Follow West Coast Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of West Coast Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Coast Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email