Baldwin Investment Management, LLC Schwab Strategic Tr Us Small C Transaction History

Baldwin Investment Management, LLC

  • $843 Million
  • Q3 2025

A detailed history of Baldwin Investment Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Baldwin Investment Management, LLC holds 8,147 shares of SCHA stock, worth $223,472. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,147
Previous 8,142 0.06%
Holding current value
$223,472
Previous $205,000 10.73%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 10, 2025
BUY
$25.29 - $28.33 $126 - $141
5 Added 0.06%
8,147 $227,000
Q2 2025

Aug 11, 2025
BUY
$20.42 - $25.3 $166,259 - $205,992
8,142 New
8,142 $205,000
Q4 2024

Feb 14, 2025
BUY
$25.33 - $51.16 $290,965 - $587,674
11,487 Added 92.49%
23,907 $618,000
Q3 2024

Nov 13, 2024
SELL
$46.9 - $51.96 $49,760 - $55,129
-1,061 Reduced 7.87%
12,420 $639,000
Q2 2024

Jul 30, 2024
SELL
$45.24 - $49.04 $79,170 - $85,820
-1,750 Reduced 11.49%
13,481 $639,000
Q1 2024

May 14, 2024
BUY
$44.84 - $49.24 $682,958 - $749,974
15,231 New
15,231 $749,000
Q1 2023

May 15, 2023
SELL
$39.82 - $46.36 $4,619 - $5,377
-116 Reduced 1.96%
5,791 $242,000
Q4 2022

Feb 10, 2023
BUY
$38.25 - $43.54 $19,660 - $22,379
514 Added 9.53%
5,907 $239,000
Q3 2022

Nov 14, 2022
SELL
$37.65 - $45.9 $247,285 - $301,471
-6,568 Reduced 54.91%
5,393 $204,000
Q2 2022

Aug 02, 2022
BUY
$37.88 - $48.01 $21,629 - $27,413
571 Added 5.01%
11,961 $466,000
Q1 2022

May 16, 2022
BUY
$44.42 - $51.73 $227,341 - $264,754
5,118 Added 81.6%
11,390 $539,000
Q4 2021

Feb 11, 2022
BUY
$48.64 - $55.07 $190,912 - $216,149
3,925 Added 167.23%
6,272 $642,000
Q3 2021

Nov 15, 2021
SELL
$48.3 - $52.49 $5,554 - $6,036
-115 Reduced 4.67%
2,347 $235,000
Q2 2021

Aug 16, 2021
BUY
$48.39 - $52.91 $96 - $105
2 Added 0.08%
2,462 $256,000
Q1 2021

May 14, 2021
BUY
$43.89 - $52.63 $1,228 - $1,473
28 Added 1.15%
2,460 $245,000
Q4 2020

Feb 16, 2021
BUY
$34.66 - $45.17 $84,293 - $109,853
2,432 New
2,432 $216,000

Others Institutions Holding SCHA

# of Institutions
1,325
Shares Held
260M
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 Baldwin Investment Management, LLC Portfolio

Follow Baldwin Investment Management, 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 Baldwin Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baldwin Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email