Lee Financial CO Schwab Strategic Tr Us Small C Transaction History

Lee Financial CO

$786 Million
Q3 2025

A detailed history of Lee Financial CO transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Lee Financial CO holds 108,725 shares of SCHA stock, worth $2.98 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

108,725

Previous 103,678 4.87%

Holding current value

$2.98 Million

Previous $2.62 Million 15.63%

% of portfolio

0.39%

Previous 0.38%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$25.29 - $28.33 $127,638 - $142,981	5,047 Added 4.87%	108,725 $3.03 Million
Q2 2025 Jul 24, 2025	BUY	$20.42 - $25.3 $74,247 - $91,990	3,636 Added 3.63%	103,678 $2.62 Million
Q1 2025 May 13, 2025	BUY	$23.16 - $27.04 $159,572 - $186,305	6,890 Added 7.4%	100,042 $2.34 Million
Q4 2024 Jan 30, 2025	BUY	$25.33 - $51.16 $1.17 Million - $2.37 Million	46,275 Added 98.72%	93,152 $2.41 Million
Q3 2024 Nov 14, 2024	BUY	$46.9 - $51.96 $21,011 - $23,278	448 Added 0.96%	46,877 $2.41 Million

Q2 2024 Aug 14, 2024	BUY	$45.24 - $49.04 $75,957 - $82,338	1,679 Added 3.75%	46,429 $2.2 Million
Q1 2024 May 15, 2024	BUY	$44.84 - $49.24 $2,242 - $2,462	50 Added 0.11%	44,750 $2.2 Million
Q4 2023 Feb 08, 2024	BUY	$38.13 - $48.02 $115,381 - $145,308	3,026 Added 7.26%	44,700 $2.11 Million
Q3 2023 Nov 09, 2023	BUY	$40.85 - $46.1 $23,815 - $26,876	583 Added 1.42%	41,674 $1.73 Million
Q2 2023 Aug 08, 2023	BUY	$39.91 - $43.82 $167,861 - $184,306	4,206 Added 11.4%	41,091 $1.8 Million
Q1 2023 May 15, 2023	BUY	$39.82 - $46.36 $57,739 - $67,222	1,450 Added 4.09%	36,885 $1.55 Million
Q4 2022 Feb 09, 2023	SELL	$38.25 - $43.54 $303,284 - $345,228	-7,929 Reduced 18.28%	35,435 $1.44 Million
Q3 2022 Nov 01, 2022	BUY	$37.65 - $45.9 $304,814 - $371,606	8,096 Added 22.96%	43,364 $1.64 Million
Q2 2022 Aug 10, 2022	BUY	$37.88 - $48.01 $1.29 Million - $1.64 Million	34,168 Added 3106.18%	35,268 $1.38 Million
Q1 2022 May 11, 2022	BUY	$44.42 - $51.73 $24,431 - $28,451	550 Added 100.0%	1,100 $52,000
Q3 2021 Nov 12, 2021	SELL	$48.3 - $52.49 $12,751 - $13,857	-264 Reduced 32.43%	550 $0
Q2 2021 Aug 04, 2021	SELL	$48.39 - $52.91 $64,358 - $70,370	-1,330 Reduced 62.03%	814 $85,000
Q1 2021 May 13, 2021	SELL	$43.89 - $52.63 $498,370 - $597,613	-11,355 Reduced 84.12%	2,144 $214,000
Q4 2020 Feb 12, 2021	SELL	$34.66 - $45.17 $576,291 - $751,041	-16,627 Reduced 55.19%	13,499 $1.2 Million
Q3 2020 Nov 03, 2020	SELL	$32.09 - $36.38 $828,403 - $939,149	-25,815 Reduced 46.15%	30,126 $2.06 Million
Q2 2020 Aug 11, 2020	SELL	$23.59 - $35.22 $1.14 Million - $1.71 Million	-48,531 Reduced 46.45%	55,941 $3.66 Million
Q1 2020 May 07, 2020	BUY	$22.29 - $38.7 $1,203 - $2,089	54 Added 0.05%	104,472 $5.38 Million
Q4 2019 Feb 14, 2020	SELL	$33.63 - $38.03 $87,303 - $98,725	-2,596 Reduced 2.43%	104,418 $7.9 Million
Q3 2019 Nov 08, 2019	SELL	$34.78 - $36.12 $61,769 - $64,149	-1,776 Reduced 1.63%	107,014 $7.46 Million
Q2 2019 Jul 30, 2019	SELL	N/A	-3,735 Reduced 3.32%	108,790 $7.78 Million
Q1 2019 Apr 30, 2019	SELL	N/A	-654 Reduced 0.58%	112,525 $7.87 Million
Q4 2018 Feb 11, 2019	BUY	N/A	55,961 Added 97.8%	113,179 $6.87 Million
Q3 2018 Nov 07, 2018	BUY	N/A	2,980 Added 5.49%	57,218 $4.36 Million
Q2 2018 Aug 14, 2018	BUY	N/A	5,421 Added 11.1%	54,238 $3.99 Million
Q1 2018 May 09, 2018	BUY	N/A	8,415 Added 20.83%	48,817 $3.38 Million
Q4 2017 Feb 09, 2018	BUY	N/A	2,060 Added 5.37%	40,402 $2.82 Million
Q3 2017 Nov 07, 2017	BUY	N/A	38,342	38,342 $2.58 Million

Others Institutions Holding SCHA

# of Institutions

1,324

Shares Held

261M

Call Options Held

104K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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