Mark Sheptoff Financial Planning, LLC Schwab Strategic Tr Us Small C Transaction History

Mark Sheptoff Financial Planning, LLC

  • $197 Million
  • Q3 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 245 shares of SCHA stock, worth $6,720. This represents 0.0% of its overall portfolio holdings.

Number of Shares
245
Previous 76 222.37%
Holding current value
$6,720
Previous $1,000 500.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2025
BUY
$25.29 - $28.33 $4,274 - $4,787
169 Added 222.37%
245 $6,000
Q4 2024

Feb 11, 2025
BUY
$25.33 - $51.16 $962 - $1,944
38 Added 100.0%
76 $1,000
Q4 2022

Feb 14, 2023
SELL
$38.25 - $43.54 $459 - $522
-12 Reduced 24.0%
38 $1,000
Q1 2022

May 12, 2022
BUY
$44.42 - $51.73 $1,110 - $1,293
25 Added 100.0%
50 $2,000
Q1 2020

May 07, 2020
BUY
$22.29 - $38.7 $557 - $967
25 New
25 $1,000
Q3 2019

Nov 12, 2019
SELL
$34.78 - $36.12 $4,834 - $5,020
-139 Closed
0 $0
Q3 2017

Nov 09, 2017
BUY
N/A
139
139 $9,000

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 Mark Sheptoff Financial Planning, LLC Portfolio

Follow Mark Sheptoff Financial Planning, 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 Mark Sheptoff Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mark Sheptoff Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email