Allium Financial Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Allium Financial Advisors, LLC

  • $121 Billion
  • Q3 2025

A detailed history of Allium Financial Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Allium Financial Advisors, LLC holds 10,746 shares of SCHA stock, worth $294,762. This represents 0.25% of its overall portfolio holdings.

Number of Shares
10,746
Previous 10,715 0.29%
Holding current value
$294,762
Previous $271 Million 10.6%
% of portfolio
0.25%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$25.29 - $28.33 $783 - $878
31 Added 0.29%
10,746 $300 Million
Q2 2025

Aug 13, 2025
BUY
$20.42 - $25.3 $673 - $834
33 Added 0.31%
10,715 $271 Million
Q1 2025

May 07, 2025
BUY
$23.16 - $27.04 $247,395 - $288,841
10,682 New
10,682 $250 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

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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