Heritage Wealth Architects, Inc. Schwab Strategic Tr Us Small C Transaction History

Heritage Wealth Architects, Inc.

  • $214 Billion
  • Q4 2025

A detailed history of Heritage Wealth Architects, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 15,332 shares of SCHA stock, worth $420,556. This represents 0.22% of its overall portfolio holdings.

Number of Shares
15,332
Previous 15,612 1.79%
Holding current value
$420,556
Previous $436 Million 7.53%
% of portfolio
0.22%
Previous 0.27%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
SELL
$27.17 - $28.65 $7,607 - $8,022
-280 Reduced 1.79%
15,332 $468 Million
Q2 2025

Jul 09, 2025
BUY
$20.42 - $25.3 $318,797 - $394,983
15,612 New
15,612 $395 Million

Others Institutions Holding SCHA

# of Institutions
1,341
Shares Held
266M
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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