Fonville Wealth Management LLC Schwab Strategic Tr Us Small C Transaction History

Fonville Wealth Management LLC

$489 Billion
Q4 2025

A detailed history of Fonville Wealth Management LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Fonville Wealth Management LLC holds 45,235 shares of SCHA stock, worth $1.24 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

45,235

Previous 46,557 2.84%

Holding current value

$1.24 Million

Previous $1.3 Billion 0.82%

% of portfolio

0.26%

Previous 0.29%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 22, 2026	SELL	$27.17 - $28.65 $35,918 - $37,875	-1,322 Reduced 2.84%	45,235 $1.29 Billion
Q3 2025 Oct 27, 2025	SELL	$25.29 - $28.33 $35,355 - $39,605	-1,398 Reduced 2.92%	46,557 $1.3 Billion
Q2 2025 Aug 07, 2025	SELL	$20.42 - $25.3 $18,030 - $22,339	-883 Reduced 1.81%	47,955 $1.21 Billion
Q1 2025 Apr 30, 2025	SELL	$23.16 - $27.04 $55,653 - $64,977	-2,403 Reduced 4.69%	48,838 $1.12 Billion
Q4 2024 Jan 28, 2025	BUY	$25.33 - $51.16 $616,329 - $1.24 Million	24,332 Added 90.42%	51,241 $1.33 Billion

Q3 2024 Oct 28, 2024	SELL	$46.9 - $51.96 $96,145 - $106,518	-2,050 Reduced 7.08%	26,909 $1.39 Billion
Q2 2024 Jul 30, 2024	SELL	$45.24 - $49.04 $98,442 - $106,711	-2,176 Reduced 6.99%	28,959 $1.38 Billion
Q1 2024 Apr 26, 2024	BUY	$44.84 - $49.24 $493 - $541	11 Added 0.04%	31,135 $1.53 Billion
Q4 2023 Jan 31, 2024	BUY	$38.13 - $48.02 $1.19 Million - $1.49 Million	31,124 New	31,124 $1.47 Billion

Others Institutions Holding SCHA

# of Institutions

1,337

Shares Held

262M

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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Fonville Wealth Management LLC Schwab Strategic Tr Us Small C Transaction History