Vsm Wealth Advisory, LLC Schwab Strategic Tr Us Small C Transaction History

Vsm Wealth Advisory, LLC

$322 Billion
Q3 2025

A detailed history of Vsm Wealth Advisory, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 402,351 shares of SCHA stock, worth $11 Million. This represents 3.33% of its overall portfolio holdings.

Number of Shares

402,351

Previous 64,794 520.97%

Holding current value

$11 Million

Previous $1.64 Billion 552.78%

% of portfolio

3.33%

Previous 0.54%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$25.29 - $28.33 $8.54 Million - $9.56 Million	337,557 Added 520.97%	402,351 $10.7 Billion
Q2 2025 Aug 11, 2025	SELL	$20.42 - $25.3 $106,796 - $132,319	-5,230 Reduced 7.47%	64,794 $1.64 Billion
Q1 2025 May 05, 2025	SELL	$23.16 - $27.04 $10,723 - $12,519	-463 Reduced 0.66%	70,024 $1.64 Billion
Q4 2024 Feb 10, 2025	BUY	$25.33 - $51.16 $1.79 Million - $3.61 Million	70,487 New	70,487 $1.82 Billion

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
Sector ETFs
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Vsm Wealth Advisory, LLC Schwab Strategic Tr Us Small C Transaction History