Investment Planning Advisors, Inc. Schwab Strategic Tr Us Small C Transaction History

Investment Planning Advisors, Inc.

  • $286 Million
  • Q4 2025

A detailed history of Investment Planning Advisors, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 7,214 shares of SCHA stock, worth $197,880. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,214
Previous 7,196 0.25%
Holding current value
$197,880
Previous $200,000 1.5%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Jan 20, 2026
BUY
$27.17 - $28.65 $489 - $515
18 Added 0.25%
7,214 $197,000
Q3 2025

Oct 21, 2025
SELL
$25.29 - $28.33 $79,638 - $89,211
-3,149 Reduced 30.44%
7,196 $200,000
Q2 2025

Jul 21, 2025
BUY
$20.42 - $25.3 $211,244 - $261,728
10,345 New
10,345 $261,000

Others Institutions Holding SCHA

# of Institutions
1,332
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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