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

Jeppson Wealth Management, LLC

  • $312 Million
  • Q3 2025

A detailed history of Jeppson Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 14,792 shares of SCHA stock, worth $405,744. This represents 0.13% of its overall portfolio holdings.

Number of Shares
14,792
Previous 14,792 -0.0%
Holding current value
$405,744
Previous $374,000 10.16%
% of portfolio
0.13%
Previous 0.13%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$20.42 - $25.3 $5,390 - $6,679
-264 Reduced 1.75%
14,792 $374,000
Q4 2024

Jan 22, 2025
BUY
$25.33 - $51.16 $189,544 - $382,830
7,483 Added 98.81%
15,056 $389,000
Q2 2024

Aug 05, 2024
SELL
$45.24 - $49.04 $53,699 - $58,210
-1,187 Reduced 13.55%
7,573 $359,000
Q1 2024

Apr 17, 2024
SELL
$44.84 - $49.24 $3,363 - $3,693
-75 Reduced 0.85%
8,760 $431,000
Q4 2023

Jan 11, 2024
SELL
$38.13 - $48.02 $3,813 - $4,802
-100 Reduced 1.12%
8,835 $417,000
Q3 2023

Oct 25, 2023
SELL
$40.85 - $46.1 $1,062 - $1,198
-26 Reduced 0.29%
8,935 $370,000
Q2 2023

Jul 31, 2023
BUY
$39.91 - $43.82 $23,866 - $26,204
598 Added 7.15%
8,961 $392,000
Q1 2023

Apr 27, 2023
SELL
$39.82 - $46.36 $1,194 - $1,390
-30 Reduced 0.36%
8,363 $350,000
Q4 2022

Jan 27, 2023
SELL
$38.25 - $43.54 $16,447 - $18,722
-430 Reduced 4.87%
8,393 $0
Q3 2022

Oct 20, 2022
BUY
$37.65 - $45.9 $44,652 - $54,437
1,186 Added 15.53%
8,823 $334,000
Q2 2022

Aug 03, 2022
BUY
$37.88 - $48.01 $23,599 - $29,910
623 Added 8.88%
7,637 $298,000
Q1 2022

Apr 27, 2022
BUY
$44.42 - $51.73 $311,561 - $362,834
7,014 New
7,014 $332,000
Q4 2021

Jan 19, 2022
SELL
$48.64 - $55.07 $106,521 - $120,603
-2,190 Closed
0 $0
Q1 2021

May 19, 2021
BUY
$43.89 - $52.63 $96,119 - $115,259
2,190 New
2,190 $218,000
Q4 2020

Mar 05, 2021
SELL
$34.66 - $45.17 $75,905 - $98,922
-2,190 Closed
0 $0
Q3 2020

Nov 19, 2020
BUY
$32.09 - $36.38 $70,277 - $79,672
2,190 New
2,190 $150,000

Others Institutions Holding SCHA

# of Institutions
1,325
Shares Held
260M
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
Track This Portfolio

Track Jeppson Wealth Management, LLC Portfolio

Follow Jeppson Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jeppson Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jeppson Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email