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 4,326 shares of SCHA stock, worth $114,119. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,326
Previous 260,954 98.34%
Holding current value
$114,119
Previous $12.4 Million 98.34%
% of portfolio
0.14%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Williams Financial, LLC Portfolio

Follow Williams 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 Williams Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Williams Financial, LLC with notifications on news.