Savvy Advisors, Inc. Schwab Strategic Tr Us Small C Transaction History

Savvy Advisors, Inc.

$2.09 Billion
Q3 2025

A detailed history of Savvy Advisors, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Savvy Advisors, Inc. holds 80,492 shares of SCHA stock, worth $2.21 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

80,492

Previous 70,851 13.61%

Holding current value

$2.21 Million

Previous $1.79 Million 25.28%

% of portfolio

0.11%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$25.29 - $28.33 $243,820 - $273,129	9,641 Added 13.61%	80,492 $2.25 Million
Q2 2025 Aug 04, 2025	BUY	$20.42 - $25.3 $86,621 - $107,322	4,242 Added 6.37%	70,851 $1.79 Million
Q1 2025 May 12, 2025	BUY	$23.16 - $27.04 $65,010 - $75,901	2,807 Added 4.4%	66,609 $1.56 Million
Q4 2024 Feb 13, 2025	BUY	$25.33 - $51.16 $833,711 - $1.68 Million	32,914 Added 106.56%	63,802 $1.65 Million
Q3 2024 Nov 05, 2024	BUY	$46.9 - $51.96 $177,282 - $196,408	3,780 Added 13.94%	30,888 $1.59 Billion

Q2 2024 Aug 14, 2024	BUY	$45.24 - $49.04 $14,386 - $15,594	318 Added 1.19%	27,108 $1.29 Billion
Q1 2024 May 13, 2024	BUY	$44.84 - $49.24 $200,210 - $219,856	4,465 Added 20.0%	26,790 $1.32 Billion
Q4 2023 Feb 08, 2024	BUY	$38.13 - $48.02 $851,252 - $1.07 Million	22,325 New	22,325 $1.05 Billion

Others Institutions Holding SCHA

# of Institutions

1,325

Shares Held

260M

Call Options Held

104K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Savvy Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Savvy Advisors, Inc. with notifications on news.

Account

Savvy Advisors, Inc. Schwab Strategic Tr Us Small C Transaction History