Sax Wealth Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 7,504 shares of SCHA stock, worth $205,834. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,504
Previous 7,909 5.12%
Holding current value
$205,834
Previous $220,000 6.82%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 12, 2026
SELL
$27.17 - $28.65 $11,003 - $11,603
-405 Reduced 5.12%
7,504 $205,000
Q3 2025

Oct 20, 2025
BUY
$25.29 - $28.33 $200,018 - $224,061
7,909 New
7,909 $220,000

Others Institutions Holding SCHA

# of Institutions
1,326
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
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