Wr Wealth Planners, LLC Schwab Strategic Tr Us Small C Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 55,375 shares of SCHA stock, worth $1.34 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

55,375

Previous 60,917 9.1%

Holding current value

$1.34 Million

Previous $3.14 Million 54.38%

% of portfolio

0.47%

Previous 0.9%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$25.33 - $51.16 $140,378 - $283,528	-5,542 Reduced 9.1%	55,375 $1.43 Million
Q3 2024 Oct 17, 2024	BUY	$46.9 - $51.96 $2.82 Million - $3.12 Million	60,142 Added 7760.26%	60,917 $3.14 Million
Q2 2024 Jul 31, 2024	SELL	$45.24 - $49.04 $16,331 - $17,703	-361 Reduced 31.78%	775 $36,000
Q1 2024 Jul 31, 2024	BUY	$44.84 - $49.24 $50,938 - $55,936	1,136 New	1,136 $55,000
Q3 2023 Aug 01, 2024	SELL	$40.85 - $46.1 $3,553 - $4,010	-87 Reduced 3.16%	2,669 $111 Million
Q2 2023 Aug 01, 2024	BUY	$39.91 - $43.82 $79,061 - $86,807	1,981 Added 255.61%	2,756 $121 Million
Q1 2023 Aug 01, 2024	BUY	$39.82 - $46.36 $96,882 - $112,793	2,433 Added 313.94%	3,208 $135 Million
Q4 2022 Oct 10, 2024	SELL	$38.25 - $43.54 $329,523 - $375,097	-8,615 Reduced 41.48%	12,153 $492 Million
Q3 2022 Oct 10, 2024	BUY	$37.65 - $45.9 $752,736 - $917,678	19,993 Added 2579.74%	20,768 $785 Million
Q2 2022 Oct 17, 2024	SELL	$37.88 - $48.01 $7,916 - $10,034	-209 Reduced 0.95%	21,900 $854 Million
Q1 2022 Oct 17, 2024	SELL	$44.42 - $51.73 $1.72 Million - $2.01 Million	-38,808 Reduced 63.71%	22,109 $1.05 Billion

Others Institutions Holding SCHA

# of Institutions

1,250

Shares Held

272M

Call Options Held

66.4K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Wr Wealth Planners, LLC Schwab Strategic Tr Us Small C Transaction History