Bank Plus Wealth Management LLC Schwab Strategic Tr Us Small C Transaction History

Bank Plus Wealth Management LLC

  • $170 Billion
  • Q3 2025

A detailed history of Bank Plus Wealth Management LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Bank Plus Wealth Management LLC holds 41,723 shares of SCHA stock, worth $1.14 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
41,723
Previous 30,880 35.11%
Holding current value
$1.14 Million
Previous $781 Million 49.01%
% of portfolio
0.69%
Previous 0.52%

Shares

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

Oct 30, 2025
BUY
$25.29 - $28.33 $274,219 - $307,182
10,843 Added 35.11%
41,723 $1.16 Billion
Q2 2025

Jul 16, 2025
SELL
$20.42 - $25.3 $186,128 - $230,609
-9,115 Reduced 22.79%
30,880 $781 Million
Q1 2025

Apr 25, 2025
BUY
$23.16 - $27.04 $632,013 - $737,894
27,289 Added 214.77%
39,995 $937 Million
Q4 2024

Jan 22, 2025
BUY
$25.33 - $51.16 $321,842 - $650,038
12,706 New
12,706 $329 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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