Burt Wealth Advisors Schwab Strategic Tr Us Small C Transaction History

Burt Wealth Advisors

  • $399 Million
  • Q3 2025

A detailed history of Burt Wealth Advisors transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Burt Wealth Advisors holds 604,103 shares of SCHA stock, worth $16.6 Million. This represents 4.22% of its overall portfolio holdings.

Number of Shares
604,103
Previous 601,692 0.4%
Holding current value
$16.6 Million
Previous $15.2 Million 10.72%
% of portfolio
4.22%
Previous 3.53%

Shares

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

Nov 05, 2025
BUY
$25.29 - $28.33 $60,974 - $68,303
2,411 Added 0.4%
604,103 $16.9 Million
Q2 2025

Jul 09, 2025
BUY
$20.42 - $25.3 $54,786 - $67,879
2,683 Added 0.45%
601,692 $15.2 Million
Q1 2025

Apr 22, 2025
BUY
$23.16 - $27.04 $155,033 - $181,005
6,694 Added 1.13%
599,009 $14 Million
Q4 2024

Feb 06, 2025
BUY
$25.33 - $51.16 $7.53 Million - $15.2 Million
297,373 Added 100.82%
592,315 $15.3 Million
Q3 2024

Oct 31, 2024
SELL
$46.9 - $51.96 $252,134 - $279,336
-5,376 Reduced 1.79%
294,942 $15.2 Million
Q2 2024

Jul 16, 2024
SELL
$45.24 - $49.04 $1.1 Million - $1.19 Million
-24,225 Reduced 7.46%
300,318 $14.3 Million
Q1 2024

Apr 18, 2024
BUY
$44.84 - $49.24 $963,970 - $1.06 Million
21,498 Added 7.09%
324,543 $16 Million
Q4 2023

Feb 01, 2024
BUY
$38.13 - $48.02 $410,393 - $516,839
10,763 Added 3.68%
303,045 $14.3 Million
Q3 2023

Oct 11, 2023
SELL
$40.85 - $46.1 $116,014 - $130,924
-2,840 Reduced 0.96%
292,282 $12.1 Million
Q2 2023

Jul 18, 2023
SELL
$39.91 - $43.82 $409,636 - $449,768
-10,264 Reduced 3.36%
295,122 $12.9 Million
Q1 2023

Apr 13, 2023
BUY
$39.82 - $46.36 $118,703 - $138,199
2,981 Added 0.99%
305,386 $12.8 Million
Q4 2022

Jan 17, 2023
SELL
$38.25 - $43.54 $277,618 - $316,013
-7,258 Reduced 2.34%
302,405 $12.3 Million
Q3 2022

Oct 11, 2022
SELL
$37.65 - $45.9 $98,379 - $119,936
-2,613 Reduced 0.84%
309,663 $11.7 Million
Q2 2022

Jul 29, 2022
BUY
$37.88 - $48.01 $803,434 - $1.02 Million
21,210 Added 7.29%
312,276 $12.2 Million
Q1 2022

Apr 19, 2022
BUY
$44.42 - $51.73 $6.43 Million - $7.49 Million
144,743 Added 98.92%
291,066 $13.8 Million
Q4 2021

Jan 13, 2022
BUY
$48.64 - $55.07 $82,542 - $93,453
1,697 Added 1.17%
146,323 $15 Million
Q3 2021

Oct 06, 2021
BUY
$48.3 - $52.49 $6,906 - $7,506
143 Added 0.1%
144,626 $14.5 Million
Q2 2021

Jul 14, 2021
SELL
$48.39 - $52.91 $89,037 - $97,354
-1,840 Reduced 1.26%
144,483 $15.1 Million
Q1 2021

Apr 15, 2021
SELL
$43.89 - $52.63 $104,633 - $125,469
-2,384 Reduced 1.6%
146,323 $14.6 Million
Q4 2020

Feb 11, 2021
SELL
$34.66 - $45.17 $12,130 - $15,809
-350 Reduced 0.23%
148,707 $13.2 Million
Q3 2020

Nov 10, 2020
BUY
$32.09 - $36.38 $56,510 - $64,065
1,761 Added 1.2%
149,057 $10.2 Million
Q2 2020

Aug 05, 2020
BUY
$23.59 - $35.22 $196,575 - $293,488
8,333 Added 6.0%
147,296 $9.62 Million
Q1 2020

Apr 29, 2020
SELL
$22.29 - $38.7 $89,427 - $155,264
-4,012 Reduced 2.81%
138,963 $7.16 Million
Q4 2019

Jan 29, 2020
BUY
$33.63 - $38.03 $56,834 - $64,270
1,690 Added 1.2%
142,975 $10.8 Million
Q3 2019

Oct 31, 2019
SELL
$34.78 - $36.12 $90,149 - $93,623
-2,592 Reduced 1.8%
141,285 $9.85 Million
Q2 2019

Aug 05, 2019
BUY
N/A
965 Added 0.68%
143,877 $10.3 Million
Q1 2019

Apr 24, 2019
BUY
N/A
7,034 Added 5.18%
142,912 $9.99 Million
Q4 2018

Feb 08, 2019
SELL
N/A
-2,257 Reduced 1.63%
135,878 $8.25 Million
Q3 2018

Oct 30, 2018
SELL
N/A
-970 Reduced 0.7%
138,135 $10.5 Million
Q2 2018

Jul 27, 2018
SELL
N/A
-4,556 Reduced 3.17%
139,105 $10.2 Million
Q1 2018

Apr 24, 2018
BUY
N/A
4,232 Added 3.04%
143,661 $9.93 Million
Q4 2017

Jan 30, 2018
BUY
N/A
440 Added 0.32%
139,429 $9.72 Million
Q3 2017

Nov 09, 2017
SELL
N/A
-4,641 Reduced 3.23%
138,989 $9.36 Million
Q2 2017

Aug 07, 2017
BUY
N/A
143,630
143,630 $9.18 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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