Wiser Advisor Group LLC Schwab Strategic Tr Us Small C Transaction History

Wiser Advisor Group LLC

  • $67 Billion
  • Q3 2024

A detailed history of Wiser Advisor Group LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Wiser Advisor Group LLC holds 20,965 shares of SCHA stock, worth $559,975. This represents 1.61% of its overall portfolio holdings.

Number of Shares
20,965
Previous 20,862 0.49%
Holding current value
$559,975
Previous $990 Million 9.08%
% of portfolio
1.61%
Previous 1.56%

Shares

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

Nov 13, 2024
BUY
$46.9 - $51.96 $4,830 - $5,351
103 Added 0.49%
20,965 $1.08 Billion
Q2 2024

Aug 14, 2024
SELL
$45.24 - $49.04 $13,752 - $14,908
-304 Reduced 1.44%
20,862 $990 Million
Q1 2024

May 15, 2024
SELL
$44.84 - $49.24 $6,277 - $6,893
-140 Reduced 0.66%
21,166 $1.04 Billion
Q4 2023

Feb 12, 2024
BUY
$38.13 - $48.02 $812,397 - $1.02 Million
21,306 New
21,306 $1.01 Billion

Others Institutions Holding SCHA

# of Institutions
1,165
Shares Held
187M
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 Wiser Advisor Group LLC Portfolio

Follow Wiser Advisor Group 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 Wiser Advisor Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wiser Advisor Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email