Wfa Of San Diego, LLC Schwab Strategic Tr Us Small C Transaction History

Wfa Of San Diego, LLC

  • $116 Million
  • Q3 2024

A detailed history of Wfa Of San Diego, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 400 shares of SCHA stock, worth $11,248. This represents 0.02% of its overall portfolio holdings.

Number of Shares
400
Previous 398 0.5%
Holding current value
$11,248
Previous $18,000 11.11%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 13, 2024
BUY
$46.9 - $51.96 $93 - $103
2 Added 0.5%
400 $20,000
Q2 2024

Aug 14, 2024
BUY
$45.24 - $49.04 $135 - $147
3 Added 0.76%
398 $18,000
Q3 2023

Nov 02, 2023
BUY
$40.85 - $46.1 $81 - $92
2 Added 0.51%
395 $16,000
Q2 2023

Aug 10, 2023
BUY
$39.91 - $43.82 $15,684 - $17,221
393 New
393 $17,000
Q4 2022

Jan 31, 2023
BUY
$38.25 - $43.54 $14,955 - $17,024
391 New
391 $15,000
Q2 2022

Jul 28, 2022
BUY
$37.88 - $48.01 $14,659 - $18,579
387 New
387 $15,000

Others Institutions Holding SCHA

# of Institutions
1,146
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
Track This Portfolio

Track Wfa Of San Diego, LLC Portfolio

Follow Wfa Of San Diego, 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 Wfa Of San Diego, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wfa Of San Diego, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email