Heartwood Wealth Advisors LLC Schwab Strategic Tr Us Small C Transaction History

Heartwood Wealth Advisors LLC

$1.02 Billion
Q4 2025

A detailed history of Heartwood Wealth Advisors LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 46,141 shares of SCHA stock, worth $1.27 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

46,141

Previous 45,888 0.55%

Holding current value

$1.27 Million

Previous $1.28 Million 1.17%

% of portfolio

0.12%

Previous 0.13%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$27.17 - $28.65 $6,874 - $7,248	253 Added 0.55%	46,141 $1.27 Million
Q3 2025 Oct 06, 2025	BUY	$25.29 - $28.33 $144,102 - $161,424	5,698 Added 14.18%	45,888 $1.28 Million
Q2 2025 Jul 08, 2025	BUY	$20.42 - $25.3 $613,171 - $759,708	30,028 Added 295.49%	40,190 $1.02 Million
Q1 2025 Apr 21, 2025	SELL	$23.16 - $27.04 $6,253 - $7,300	-270 Reduced 2.59%	10,162 $238,000
Q4 2024 Jan 10, 2025	BUY	$25.33 - $51.16 $132,121 - $266,850	5,216 Added 100.0%	10,432 $269,000

Q1 2024 Apr 02, 2024	SELL	$44.84 - $49.24 $18,025 - $19,794	-402 Reduced 7.16%	5,216 $256,000
Q4 2023 Jan 17, 2024	SELL	$38.13 - $48.02 $991 - $1,248	-26 Reduced 0.46%	5,618 $265,000
Q4 2022 Jan 12, 2023	BUY	$38.25 - $43.54 $5,546 - $6,313	145 Added 2.64%	5,644 $0
Q3 2022 Oct 25, 2022	BUY	$37.65 - $45.9 $207,037 - $252,404	5,499 New	5,499 $208,000
Q1 2020 May 04, 2020	SELL	$22.29 - $38.7 $95,936 - $166,564	-4,304 Closed	0 $0
Q4 2019 Jan 31, 2020	BUY	$33.63 - $38.03 $144,743 - $163,681	4,304 New	4,304 $326,000

Others Institutions Holding SCHA

# of Institutions

1,328

Shares Held

261M

Call Options Held

104K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Heartwood Wealth Advisors LLC Schwab Strategic Tr Us Small C Transaction History