Chesley Taft & Associates LLC Schwab Strategic Tr Us Small C Transaction History

Chesley Taft & Associates LLC

  • $2.34 Billion
  • Q3 2025

A detailed history of Chesley Taft & Associates LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Chesley Taft & Associates LLC holds 18,718 shares of SCHA stock, worth $513,434. This represents 0.02% of its overall portfolio holdings.

Number of Shares
18,718
Previous 17,114 9.37%
Holding current value
$513,434
Previous $432,000 20.83%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 07, 2025
BUY
$25.29 - $28.33 $40,565 - $45,441
1,604 Added 9.37%
18,718 $522,000
Q2 2025

Jul 09, 2025
BUY
$20.42 - $25.3 $42,106 - $52,168
2,062 Added 13.7%
17,114 $432,000
Q1 2025

Apr 10, 2025
BUY
$23.16 - $27.04 $348,604 - $407,006
15,052 New
15,052 $353,000

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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