Alteri Wealth LLC Schwab Strategic Tr Us Small C Transaction History

Alteri Wealth LLC

  • $291 Billion
  • Q3 2025

A detailed history of Alteri Wealth LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Alteri Wealth LLC holds 9,156 shares of SCHA stock, worth $251,149. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,156
Previous 10,788 15.13%
Holding current value
$251,149
Previous $273 Million 6.41%
% of portfolio
0.09%
Previous 0.11%

Shares

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

Nov 10, 2025
SELL
$25.29 - $28.33 $41,273 - $46,234
-1,632 Reduced 15.13%
9,156 $255 Million
Q2 2025

Aug 11, 2025
SELL
$20.42 - $25.3 $38,022 - $47,108
-1,862 Reduced 14.72%
10,788 $273 Million
Q1 2025

May 07, 2025
SELL
$23.16 - $27.04 $14,034 - $16,386
-606 Reduced 4.57%
12,650 $296 Million
Q4 2024

Feb 14, 2025
BUY
$25.33 - $51.16 $335,774 - $678,176
13,256 New
13,256 $343 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
Track This Portfolio

Track Alteri Wealth LLC Portfolio

Follow Alteri Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Alteri Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alteri Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email