Global Wealth Strategies & Associates Schwab Strategic Tr Us Small C Transaction History

Global Wealth Strategies & Associates

$389 Billion
Q3 2025

A detailed history of Global Wealth Strategies & Associates transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 15,407 shares of SCHA stock, worth $422,614. This represents 0.11% of its overall portfolio holdings.

Number of Shares

15,407

Previous 2,480 521.25%

Holding current value

$422,614

Previous $62.7 Million 585.13%

% of portfolio

0.11%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 02, 2025	BUY	$25.29 - $28.33 $326,923 - $366,221	12,927 Added 521.25%	15,407 $430 Million
Q2 2025 Jul 07, 2025	SELL	$20.42 - $25.3 $2,409 - $2,985	-118 Reduced 4.54%	2,480 $62.7 Million
Q1 2025 Apr 02, 2025	SELL	$23.16 - $27.04 $8,546 - $9,977	-369 Reduced 12.44%	2,598 $60.9 Million
Q4 2024 Jan 02, 2025	BUY	$25.33 - $51.16 $37,665 - $76,074	1,487 Added 100.47%	2,967 $76.7 Million
Q3 2024 Oct 01, 2024	BUY	$46.9 - $51.96 $26,076 - $28,889	556 Added 60.17%	1,480 $76.2 Million

Q4 2023 Jan 02, 2024	SELL	$38.13 - $48.02 $800 - $1,008	-21 Reduced 2.22%	924 $43.7 Million
Q2 2023 Jul 05, 2023	BUY	$39.91 - $43.82 $17,720 - $19,456	444 Added 88.62%	945 $41.4 Million
Q1 2023 Apr 03, 2023	BUY	$39.82 - $46.36 $1,473 - $1,715	37 Added 7.97%	501 $21 Million
Q4 2022 Jan 17, 2023	BUY	$38.25 - $43.54 $17,748 - $20,202	464 New	464 $18.8 Million

Others Institutions Holding SCHA

# of Institutions

1,324

Shares Held

261M

Call Options Held

104K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Global Wealth Strategies & Associates Schwab Strategic Tr Us Small C Transaction History