Youngs Advisory Group, Inc. Schwab Strategic Tr Us Small C Transaction History

Youngs Advisory Group, Inc.

$223 Million
Q1 2024

A detailed history of Youngs Advisory Group, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Youngs Advisory Group, Inc. holds 218,926 shares of SCHA stock, worth $10.3 Million. This represents 4.83% of its overall portfolio holdings.

Number of Shares

218,926

Previous 209,886 4.31%

Holding current value

$10.3 Million

Previous $9.92 Million 8.71%

% of portfolio

4.83%

Previous 4.97%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	BUY	$44.84 - $49.24 $405,353 - $445,129	9,040 Added 4.31%	218,926 $10.8 Million
Q4 2023 Jan 31, 2024	BUY	$38.13 - $48.02 $1,067 - $1,344	28 Added 0.01%	209,886 $9.92 Million
Q3 2023 Nov 02, 2023	BUY	$40.85 - $46.1 $137,541 - $155,218	3,367 Added 1.63%	209,858 $8.69 Million
Q2 2023 Aug 10, 2023	BUY	$39.91 - $43.82 $795,925 - $873,902	19,943 Added 10.69%	206,491 $9.04 Million
Q1 2023 May 02, 2023	BUY	$39.82 - $46.36 $763,110 - $888,443	19,164 Added 11.45%	186,548 $7.82 Million

Q4 2022 Jan 25, 2023	BUY	$39.61 - $43.54 $1.32 Million - $1.46 Million	33,428 Added 24.95%	167,384 $0
Q3 2022 Oct 18, 2022	BUY	N/A	15,095 Added 12.7%	133,956 $5.06 Million
Q2 2022 Jul 13, 2022	SELL	N/A	-52,343 Reduced 30.57%	118,861 $4.63 Million
Q1 2022 Apr 29, 2022	BUY	N/A	98,571 Added 135.71%	171,204 $8.11 Million
Q4 2021 Jan 26, 2022	BUY	N/A	16,734 Added 29.94%	72,633 $7.44 Million
Q3 2021 Oct 15, 2021	BUY	N/A	48,394 Added 644.82%	55,899 $5.6 Million
Q2 2021 Jul 21, 2021	BUY	N/A	7,505 New	7,505 $782,000
Q2 2020 Jul 28, 2020	SELL	N/A	-10,655 Closed	0 $0
Q1 2020 Apr 28, 2020	SELL	N/A	-700 Reduced 6.16%	10,655 $549,000
Q4 2019 Feb 04, 2020	SELL	N/A	-1,090 Reduced 8.76%	11,355 $859,000
Q3 2019 Oct 29, 2019	SELL	N/A	-25,659 Reduced 67.34%	12,445 $868,000
Q2 2019 Jul 16, 2019	SELL	N/A	-27,101 Reduced 41.56%	38,104 $2.72 Million
Q1 2019 Apr 30, 2019	SELL	N/A	-54,564 Reduced 45.56%	65,205 $4.56 Million
Q4 2018 Feb 12, 2019	SELL	N/A	-7,735 Reduced 6.07%	119,769 $7.27 Million
Q3 2018 Nov 01, 2018	SELL	N/A	-4,963 Reduced 3.75%	127,504 $9.71 Million
Q2 2018 Aug 07, 2018	SELL	N/A	-873 Reduced 0.65%	132,467 $9.75 Million
Q1 2018 Apr 24, 2018	BUY	N/A	727 Added 0.55%	133,340 $9.22 Million
Q4 2017 Jan 24, 2018	BUY	N/A	2,502 Added 1.92%	132,613 $9.25 Million
Q3 2017 Oct 24, 2017	BUY	N/A	130,111	130,111 $8.77 Million

Others Institutions Holding SCHA

# of Institutions

1,103

Shares Held

225M

Call Options Held

56K

Put Options Held

25.6K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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Youngs Advisory Group, Inc. Schwab Strategic Tr Us Small C Transaction History