Williams Financial, LLC Schwab Strategic Tr Us Small C Transaction History

Williams Financial, LLC

  • $161 Million
  • Q4 2024

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 8,599 shares of SCHA stock, worth $218,070. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,599
Previous 4,274 101.19%
Holding current value
$218,070
Previous $220,000 0.91%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Jan 23, 2025
BUY
$25.33 - $51.16 $109,552 - $221,266
4,325 Added 101.19%
8,599 $222,000
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

# of Institutions
1,244
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
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