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

Alpha Financial Advisors, LLC

$284 Billion
Q3 2025

A detailed history of Alpha Financial Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 8,537 shares of SCHA stock, worth $234,169. This represents 0.08% of its overall portfolio holdings.

Number of Shares

8,537

Previous 8,887 3.94%

Holding current value

$234,169

Previous $225 Million 5.93%

% of portfolio

0.08%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$25.29 - $28.33 $8,851 - $9,915	-350 Reduced 3.94%	8,537 $238 Million
Q2 2025 Aug 07, 2025	SELL	$20.42 - $25.3 $25,912 - $32,105	-1,269 Reduced 12.5%	8,887 $225 Million
Q1 2025 Apr 23, 2025	SELL	$23.16 - $27.04 $18,944 - $22,118	-818 Reduced 7.45%	10,156 $238 Million
Q4 2024 Jan 21, 2025	BUY	$25.33 - $51.16 $138,985 - $280,714	5,487 Added 100.0%	10,974 $284 Million
Q2 2024 Jul 23, 2024	SELL	$45.24 - $49.04 $3,257 - $3,530	-72 Reduced 1.3%	5,487 $260 Million

Q4 2023 Feb 05, 2024	SELL	$38.13 - $48.02 $876 - $1,104	-23 Reduced 0.41%	5,559 $263 Million
Q2 2023 Aug 07, 2023	SELL	$39.91 - $43.82 $1,436 - $1,577	-36 Reduced 0.64%	5,582 $244 Million
Q4 2022 Apr 18, 2023	BUY	$38.25 - $43.54 $214,888 - $244,607	5,618 New	5,618 $228 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

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