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

Ptm Wealth Management, LLC

  • $177 Billion
  • Q4 2025

A detailed history of Ptm Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Ptm Wealth Management, LLC holds 7,232 shares of SCHA stock, worth $198,373. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,232
Previous 7,200 0.44%
Holding current value
$198,373
Previous $204 Million 3.53%
% of portfolio
0.12%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 09, 2026
BUY
$27.17 - $28.65 $869 - $916
32 Added 0.44%
7,232 $211 Million
Q3 2025

Oct 27, 2025
BUY
$25.29 - $28.33 $182,088 - $203,976
7,200 New
7,200 $204 Million

Others Institutions Holding SCHA

# of Institutions
1,328
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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