Blue Bell Private Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Blue Bell Private Wealth Management, LLC

  • $626 Million
  • Q3 2025

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 183,726 shares of SCHA stock, worth $5.04 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
183,726
Previous 185,560 0.99%
Holding current value
$5.04 Million
Previous $4.69 Million 9.18%
% of portfolio
0.82%
Previous 0.82%

Shares

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

Oct 22, 2025
SELL
$25.29 - $28.33 $46,381 - $51,957
-1,834 Reduced 0.99%
183,726 $5.13 Million
Q2 2025

Aug 11, 2025
SELL
$20.42 - $25.3 $64,220 - $79,568
-3,145 Reduced 1.67%
185,560 $4.69 Million
Q1 2025

May 05, 2025
BUY
$23.16 - $27.04 $6,044 - $7,057
261 Added 0.14%
188,705 $4.42 Million
Q4 2024

Feb 06, 2025
BUY
$25.33 - $51.16 $2.38 Million - $4.8 Million
93,787 Added 99.08%
188,444 $4.87 Million
Q3 2024

Oct 28, 2024
SELL
$46.9 - $51.96 $11,725 - $12,990
-250 Reduced 0.26%
94,657 $4.87 Million
Q2 2024

Aug 05, 2024
SELL
$45.24 - $49.04 $60,847 - $65,958
-1,345 Reduced 1.4%
94,907 $4.5 Million
Q1 2024

Apr 24, 2024
SELL
$44.84 - $49.24 $400,152 - $439,417
-8,924 Reduced 8.48%
96,252 $4.74 Million
Q4 2023

Jan 25, 2024
SELL
$38.13 - $48.02 $72,866 - $91,766
-1,911 Reduced 1.78%
105,176 $4.97 Million
Q3 2023

Oct 30, 2023
SELL
$40.85 - $46.1 $82,680 - $93,306
-2,024 Reduced 1.85%
107,087 $4.44 Million
Q2 2023

Aug 08, 2023
SELL
$39.91 - $43.82 $431,786 - $474,088
-10,819 Reduced 9.02%
109,111 $4.78 Million
Q1 2023

May 08, 2023
SELL
$39.82 - $46.36 $82,029 - $95,501
-2,060 Reduced 1.69%
119,930 $5.03 Million
Q4 2022

Feb 03, 2023
SELL
$38.25 - $43.54 $232,139 - $264,244
-6,069 Reduced 4.74%
121,990 $4.94 Million
Q3 2022

Nov 08, 2022
SELL
$37.65 - $45.9 $198,377 - $241,847
-5,269 Reduced 3.95%
128,059 $4.84 Million
Q2 2022

Aug 02, 2022
SELL
$37.88 - $48.01 $35,758 - $45,321
-944 Reduced 0.7%
133,328 $5.2 Million
Q1 2022

Apr 21, 2022
BUY
$44.42 - $51.73 $2.86 Million - $3.33 Million
64,400 Added 92.17%
134,272 $6.36 Million
Q4 2021

Jan 26, 2022
BUY
$48.64 - $55.07 $518,940 - $587,541
10,669 Added 18.02%
69,872 $7.16 Million
Q3 2021

Nov 10, 2021
BUY
$48.3 - $52.49 $50,473 - $54,852
1,045 Added 1.8%
59,203 $5.93 Million
Q2 2021

Aug 05, 2021
SELL
$48.39 - $52.91 $147,250 - $161,005
-3,043 Reduced 4.97%
58,158 $6.06 Million
Q1 2021

Apr 23, 2021
BUY
$43.89 - $52.63 $231,036 - $277,044
5,264 Added 9.41%
61,201 $6.1 Million
Q4 2020

Jan 21, 2021
SELL
$34.66 - $45.17 $24,677 - $32,161
-712 Reduced 1.26%
55,937 $4.98 Million
Q3 2020

Oct 23, 2020
SELL
$32.09 - $36.38 $71,079 - $80,581
-2,215 Reduced 3.76%
56,649 $3.87 Million
Q2 2020

Jul 30, 2020
SELL
$23.59 - $35.22 $104,055 - $155,355
-4,411 Reduced 6.97%
58,864 $3.85 Million
Q1 2020

Apr 22, 2020
SELL
$22.29 - $38.7 $56,505 - $98,104
-2,535 Reduced 3.85%
63,275 $3.26 Million
Q4 2019

Jan 22, 2020
BUY
$33.63 - $38.03 $256,731 - $290,321
7,634 Added 13.12%
65,810 $4.98 Million
Q3 2019

Nov 07, 2019
BUY
$34.78 - $36.12 $137,763 - $143,071
3,961 Added 7.31%
58,176 $4.06 Million
Q2 2019

Jul 23, 2019
BUY
N/A
7,746 Added 16.67%
54,215 $3.88 Million
Q1 2019

Apr 23, 2019
BUY
N/A
1,086 Added 2.39%
46,469 $3.25 Million
Q4 2018

Jan 16, 2019
SELL
N/A
-1,028 Reduced 2.21%
45,383 $2.75 Million
Q3 2018

Oct 25, 2018
BUY
N/A
10,358 Added 28.73%
46,411 $3.54 Million
Q2 2018

Jul 25, 2018
SELL
N/A
-1,214 Reduced 3.26%
36,053 $2.65 Million
Q1 2018

May 01, 2018
BUY
N/A
11,226 Added 43.11%
37,267 $2.58 Million
Q4 2017

Jan 31, 2018
BUY
N/A
5,970 Added 29.74%
26,041 $1.82 Million
Q3 2017

Oct 24, 2017
BUY
N/A
20,071
20,071 $1.35 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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