Luminvest Wealth Management LLC Schwab Strategic Tr Us Small C Transaction History

Luminvest Wealth Management LLC

  • $307 Billion
  • Q3 2025

A detailed history of Luminvest Wealth Management LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 25,780 shares of SCHA stock, worth $707,145. This represents 0.23% of its overall portfolio holdings.

Number of Shares
25,780
Previous 25,544 0.92%
Holding current value
$707,145
Previous $646 Million 11.3%
% of portfolio
0.23%
Previous 0.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$25.29 - $28.33 $5,968 - $6,685
236 Added 0.92%
25,780 $719 Million
Q2 2025

Jul 16, 2025
SELL
$20.42 - $25.3 $10,597 - $13,130
-519 Reduced 1.99%
25,544 $646 Million
Q1 2025

Apr 30, 2025
SELL
$23.16 - $27.04 $16,929 - $19,766
-731 Reduced 2.73%
26,063 $611 Million
Q4 2024

Jan 28, 2025
BUY
$25.33 - $51.16 $352,238 - $711,430
13,906 Added 107.9%
26,794 $693 Million
Q4 2023

Oct 30, 2024
BUY
$38.13 - $48.02 $491,419 - $618,881
12,888 New
12,888 $609 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

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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