Elm Partners Management LLC Schwab Strategic Tr Us Small C Transaction History

Elm Partners Management LLC

  • $1.81 Billion
  • Q3 2025

A detailed history of Elm Partners Management LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Elm Partners Management LLC holds 32,403 shares of SCHA stock, worth $888,814. This represents 0.05% of its overall portfolio holdings.

Number of Shares
32,403
Previous 30,957 4.67%
Holding current value
$888,814
Previous $783,000 15.45%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 04, 2025
BUY
$25.29 - $28.33 $36,569 - $40,965
1,446 Added 4.67%
32,403 $904,000
Q2 2025

Aug 05, 2025
SELL
$20.42 - $25.3 $1.16 Million - $1.44 Million
-56,766 Reduced 64.71%
30,957 $783,000
Q1 2025

May 13, 2025
SELL
$23.16 - $27.04 $943,908 - $1.1 Million
-40,756 Reduced 31.72%
87,723 $2.06 Million
Q4 2024

Feb 13, 2025
BUY
$25.33 - $51.16 $2.13 Million - $4.31 Million
84,162 Added 189.91%
128,479 $3.32 Million
Q3 2024

Nov 07, 2024
BUY
$46.9 - $51.96 $728,357 - $806,938
15,530 Added 53.95%
44,317 $2.28 Million
Q2 2024

Jul 31, 2024
BUY
$45.24 - $49.04 $652,587 - $707,402
14,425 Added 100.44%
28,787 $1.37 Million
Q1 2024

Apr 30, 2024
SELL
$44.84 - $49.24 $8,116 - $8,912
-181 Reduced 1.24%
14,362 $707,000
Q4 2023

Jan 29, 2024
SELL
$38.13 - $48.02 $94,524 - $119,041
-2,479 Reduced 14.56%
14,543 $687,000
Q3 2023

Oct 24, 2023
SELL
$40.85 - $46.1 $33,660 - $37,986
-824 Reduced 4.62%
17,022 $705,000
Q2 2023

Jul 19, 2023
SELL
$39.91 - $43.82 $185,741 - $203,938
-4,654 Reduced 20.68%
17,846 $781,000
Q1 2023

Apr 18, 2023
BUY
$39.82 - $46.36 $895,950 - $1.04 Million
22,500 New
22,500 $943,000
Q2 2022

Jul 18, 2022
SELL
$37.88 - $48.01 $15,530 - $19,684
-410 Closed
0 $0
Q1 2022

Apr 21, 2022
BUY
$44.42 - $51.73 $18,212 - $21,209
410 New
410 $19,000
Q3 2021

Oct 14, 2021
SELL
$48.3 - $52.49 $9,901 - $10,760
-205 Closed
0 $0
Q1 2020

May 15, 2020
SELL
$22.29 - $38.7 $601 - $1,044
-27 Reduced 11.64%
205 $11,000
Q3 2019

Nov 14, 2019
SELL
$34.78 - $36.12 $904 - $939
-26 Reduced 10.08%
232 $16,000
Q1 2019

May 14, 2019
BUY
N/A
258 New
258 $18,000

Others Institutions Holding SCHA

# of Institutions
1,328
Shares Held
260M
Call Options Held
104K
Put Options Held
2.1K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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