A detailed history of Williams Financial, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Williams Financial, LLC holds 4,274 shares of SCHA stock, worth $119,073. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,274
Previous 4,326 1.2%
Holding current value
$119,073
Previous $205,000 7.32%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Oct 22, 2024

SELL
$46.9 - $51.96 $2,438 - $2,701
-52 Reduced 1.2%
4,274 $220,000
Q2 2024

Aug 08, 2024

SELL
$45.24 - $49.04 $11.6 Million - $12.6 Million
-256,628 Reduced 98.34%
4,326 $205,000
Q2 2024

Jul 19, 2024

BUY
$45.24 - $49.04 $11.8 Million - $12.8 Million
260,954 New
260,954 $12.4 Million

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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