Lutz Financial Services LLC Schwab Strategic Tr Us Small C Transaction History

Lutz Financial Services LLC

$1.38 Billion
Q3 2025

A detailed history of Lutz Financial Services LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Lutz Financial Services LLC holds 412,847 shares of SCHA stock, worth $11.3 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

412,847

Previous 416,181 0.8%

Holding current value

$11.3 Million

Previous $10.5 Million 9.39%

% of portfolio

0.83%

Previous 0.82%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$25.29 - $28.33 $84,316 - $94,452	-3,334 Reduced 0.8%	412,847 $11.5 Million
Q2 2025 Jul 29, 2025	BUY	$20.42 - $25.3 $1.72 Million - $2.13 Million	84,016 Added 25.29%	416,181 $10.5 Million
Q1 2025 May 07, 2025	BUY	$23.16 - $27.04 $90,208 - $105,320	3,895 Added 1.19%	332,165 $7.78 Million
Q4 2024 Feb 03, 2025	BUY	$25.33 - $51.16 $4.18 Million - $8.44 Million	165,036 Added 101.1%	328,270 $8.49 Million
Q3 2024 Oct 29, 2024	SELL	$46.9 - $51.96 $71,850 - $79,602	-1,532 Reduced 0.93%	163,234 $8.41 Million

Q2 2024 Jul 29, 2024	SELL	$45.24 - $49.04 $513,926 - $557,094	-11,360 Reduced 6.45%	164,766 $7.82 Million
Q1 2024 May 03, 2024	SELL	$44.84 - $49.24 $25,469 - $27,968	-568 Reduced 0.32%	176,126 $8.67 Million
Q4 2023 Feb 07, 2024	BUY	$38.13 - $48.02 $275,031 - $346,368	7,213 Added 4.26%	176,694 $8.35 Million
Q3 2023 Nov 03, 2023	SELL	$40.85 - $46.1 $48,693 - $54,951	-1,192 Reduced 0.7%	169,481 $7.02 Million
Q2 2023 Aug 07, 2023	SELL	$39.91 - $43.82 $70,401 - $77,298	-1,764 Reduced 1.02%	170,673 $7.48 Million
Q1 2023 May 01, 2023	BUY	$39.82 - $46.36 $507,705 - $591,090	12,750 Added 7.98%	172,437 $7.23 Million
Q4 2022 Feb 06, 2023	BUY	$38.25 - $43.54 $257,805 - $293,459	6,740 Added 4.41%	159,687 $6.47 Million
Q3 2022 Oct 21, 2022	SELL	$37.65 - $45.9 $472,921 - $576,549	-12,561 Reduced 7.59%	152,947 $5.78 Million
Q2 2022 Jul 20, 2022	BUY	$37.88 - $48.01 $1.6 Million - $2.03 Million	42,236 Added 34.26%	165,508 $6.45 Million
Q1 2022 Apr 25, 2022	BUY	$44.42 - $51.73 $2.2 Million - $2.56 Million	49,541 Added 67.19%	123,272 $5.84 Million
Q4 2021 Jan 19, 2022	SELL	$48.64 - $55.07 $345,100 - $390,721	-7,095 Reduced 8.78%	73,731 $7.55 Million
Q3 2021 Oct 27, 2021	BUY	$48.3 - $52.49 $304,096 - $330,477	6,296 Added 8.45%	80,826 $8.09 Million
Q2 2021 Jul 26, 2021	SELL	$48.39 - $52.91 $74,907 - $81,904	-1,548 Reduced 2.03%	74,530 $7.77 Million
Q1 2021 Apr 27, 2021	SELL	$43.89 - $52.63 $161,120 - $193,204	-3,671 Reduced 4.6%	76,078 $7.58 Million
Q4 2020 Feb 12, 2021	SELL	$34.66 - $45.17 $118,329 - $154,210	-3,414 Reduced 4.11%	79,749 $7.1 Million
Q3 2020 Nov 05, 2020	SELL	$32.09 - $36.38 $78,716 - $89,240	-2,453 Reduced 2.87%	83,163 $5.68 Million
Q2 2020 Jul 28, 2020	SELL	$23.59 - $35.22 $862,992 - $1.29 Million	-36,583 Reduced 29.94%	85,616 $5.59 Million
Q1 2020 Apr 27, 2020	BUY	$22.29 - $38.7 $1.73 Million - $3 Million	77,602 Added 174.01%	122,199 $6.3 Million
Q4 2019 Feb 03, 2020	BUY	$33.63 - $38.03 $4,237 - $4,791	126 Added 0.28%	44,597 $3.37 Million
Q3 2019 Oct 31, 2019	BUY	$34.78 - $36.12 $879,829 - $913,727	25,297 Added 131.93%	44,471 $3.1 Million
Q2 2019 Aug 13, 2019	BUY	N/A	21 Added 0.11%	19,174 $1.37 Million
Q1 2019 May 06, 2019	BUY	N/A	79 Added 0.41%	19,153 $1.34 Million
Q4 2018 Feb 13, 2019	BUY	N/A	19,074 New	19,074 $1.16 Million

Others Institutions Holding SCHA

# of Institutions

1,324

Shares Held

261M

Call Options Held

104K

Put Options Held

2.1K

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About SCHWAB STRATEGIC TR US SMALL-C

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Lutz Financial Services LLC Schwab Strategic Tr Us Small C Transaction History