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

Wr Wealth Planners, LLC

  • $347 Million
  • Q3 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 60,917 shares of SCHA stock, worth $1.63 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
60,917
Previous 775 7760.26%
Holding current value
$1.63 Million
Previous $36,000 8613.89%
% of portfolio
0.9%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,165
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
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