Capital Advisors, Ltd. LLC Schwab Strategic Tr Us Small C Transaction History

Capital Advisors, Ltd. LLC

  • $885 Million
  • Q3 2025

A detailed history of Capital Advisors, Ltd. LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 15,380 shares of SCHA stock, worth $421,873. This represents 0.05% of its overall portfolio holdings.

Number of Shares
15,380
Previous 15,380 -0.0%
Holding current value
$421,873
Previous $389,000 10.28%
% of portfolio
0.05%
Previous 0.05%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$20.42 - $25.3 $11,741 - $14,547
-575 Reduced 3.6%
15,380 $389,000
Q1 2025

Apr 15, 2025
BUY
$23.16 - $27.04 $37,426 - $43,696
1,616 Added 11.27%
15,955 $374,000
Q4 2024

Feb 04, 2025
BUY
$25.33 - $51.16 $198,384 - $400,685
7,832 Added 120.36%
14,339 $371,000
Q3 2024

Oct 24, 2024
SELL
$46.9 - $51.96 $6,566 - $7,274
-140 Reduced 2.11%
6,507 $335,000
Q1 2024

Apr 18, 2024
BUY
$44.84 - $49.24 $38,562 - $42,346
860 Added 14.86%
6,647 $327,000
Q3 2023

Oct 27, 2023
BUY
$40.85 - $46.1 $980 - $1,106
24 Added 0.42%
5,787 $240,000
Q1 2023

May 03, 2023
BUY
$39.82 - $46.36 $18,436 - $21,464
463 Added 8.74%
5,763 $242,000
Q4 2022

Feb 07, 2023
SELL
$38.25 - $43.54 $3,672 - $4,179
-96 Reduced 1.78%
5,300 $215,000
Q3 2022

Nov 09, 2022
BUY
$37.65 - $45.9 $16,942 - $20,655
450 Added 9.1%
5,396 $204,000
Q2 2022

Aug 05, 2022
BUY
$37.88 - $48.01 $84,851 - $107,542
2,240 Added 82.78%
4,946 $193,000
Q1 2022

May 09, 2022
BUY
$44.42 - $51.73 $78,978 - $91,975
1,778 Added 191.59%
2,706 $128,000
Q4 2021

Feb 08, 2022
SELL
$48.64 - $55.07 $6,080 - $6,883
-125 Reduced 11.87%
928 $95,000
Q3 2021

Nov 12, 2021
BUY
$48.3 - $52.49 $48 - $52
1 Added 0.1%
1,053 $105,000
Q2 2021

Aug 10, 2021
BUY
$48.39 - $52.91 $48 - $52
1 Added 0.1%
1,052 $110,000
Q1 2021

May 13, 2021
BUY
$43.89 - $52.63 $43,407 - $52,051
989 Added 1595.16%
1,051 $105,000
Q4 2019

Feb 03, 2020
BUY
$33.63 - $38.03 $2,085 - $2,357
62 New
62 $5,000

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
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