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

West Coast Financial LLC

  • $824 Million
  • Q1 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 7,150 shares of SCHA stock, worth $335,764. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,150
Previous 5,150 38.83%
Holding current value
$335,764
Previous $243,000 44.86%
% of portfolio
0.04%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,104
Shares Held
225M
Call Options Held
56K
Put Options Held
25.6K
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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