Connecticut Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Connecticut Wealth Management, LLC

  • $2.23 Billion
  • Q3 2025

A detailed history of Connecticut Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 12,658 shares of SCHA stock, worth $347,208. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,658
Previous 15,459 18.12%
Holding current value
$347,208
Previous $391,000 9.72%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 13, 2025
SELL
$25.29 - $28.33 $70,837 - $79,352
-2,801 Reduced 18.12%
12,658 $353,000
Q2 2025

Aug 14, 2025
BUY
$20.42 - $25.3 $133,853 - $165,841
6,555 Added 73.62%
15,459 $391,000
Q1 2025

May 15, 2025
BUY
$23.16 - $27.04 $206,216 - $240,764
8,904 New
8,904 $208,000
Q3 2024

Nov 13, 2024
BUY
$46.9 - $51.96 $187,318 - $207,528
3,994 New
3,994 $205,000
Q1 2024

May 01, 2024
SELL
$44.84 - $49.24 $582 - $640
-13 Reduced 0.28%
4,603 $226,000
Q4 2023

Feb 06, 2024
BUY
$38.13 - $48.02 $176,008 - $221,660
4,616 New
4,616 $218,000

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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