Jim Simons Schwab Strategic Trust - Schwab U.S. Small-Cap ETF

Current Value of Holding

$0

Shares

0

% of Portfolio

0.00%

Average Buy Price

$26.6

Avg closing price
Price range
Jim Simons Portfolio Stock Details (SCHA)

28 Jim Simons Schwab Strategic Trust - Schwab U.S. Small-Cap ETF Trades

The first Schwab Strategic Trust - Schwab U.S. Small-Cap ETF trade was made in Q1 2018. Since then Jim Simons bought shares ten more times and sold shares on seventeen occasions. The investor sold all their shares in Q1 2025 and doesn't own any shares in Schwab Strategic Trust - Schwab U.S. Small-Cap ETF anymore.

Avg closing price
Price range
Sold -62.4k shares Q1 2025
Avg closing price $25.53
Price range $23.16 - $27.04
New holding (+62.4k shares) Q4 2024
Avg closing price $26.62
Price range $25.24 - $28.32
Sold -34.2k shares Q3 2024
Avg closing price $24.83
Price range $23.45 - $25.98
Sold 8.6% shares (-3.2k shares) Q2 2024
Avg closing price $23.70
Price range $22.62 - $24.52
New holding (+37.4k shares) Q1 2024
Avg closing price $23.43
Price range $22.42 - $24.62
Sold -41.6k shares Q4 2023
Avg closing price $21.08
Price range $19.07 - $24.01
Increased shares by 278.2% (+30.6k shares) Q3 2023
Avg closing price $21.94
Price range $20.43 - $23.05
New holding (+11k shares) Q2 2023
Avg closing price $20.84
Price range $19.95 - $21.91
Sold -29.6k shares Q4 2022
Avg closing price $20.49
Price range $19.13 - $21.77
Sold 18.7% shares (-6.8k shares) Q3 2022
Avg closing price $20.92
Price range $18.83 - $22.95
Sold 57.8% shares (-49.8k shares) Q2 2022
Avg closing price $21.38
Price range $18.94 - $24.01
New holding (+86.2k shares) Q1 2022
Avg closing price $23.61
Price range $22.21 - $25.87
Sold -82.8k shares Q4 2021
Avg closing price $25.87
Price range $24.32 - $27.54
Sold 20.7% shares (-21.6k shares) Q3 2021
Avg closing price $25.39
Price range $24.15 - $26.25
Sold 20.7% shares (-27.2k shares) Q2 2021
Avg closing price $25.57
Price range $24.19 - $26.46
New holding (+132k shares) Q1 2021
Avg closing price $24.59
Price range $21.95 - $26.31
Sold -63.2k shares Q4 2020
Avg closing price $19.91
Price range $17.33 - $22.58
New holding (+63.2k shares) Q3 2020
Avg closing price $17.22
Price range $16.05 - $18.19
Sold -25.2k shares Q2 2020
Avg closing price $14.97
Price range $11.79 - $17.61
New holding (+25.2k shares) Q1 2020
Avg closing price $16.99
Price range $11.14 - $19.35
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