Sierra Summit Advisors LLC Schwab Strategic Tr Us Small C Transaction History

Sierra Summit Advisors LLC

$656 Billion
Q3 2025

A detailed history of Sierra Summit Advisors LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Sierra Summit Advisors LLC holds 13,815 shares of SCHA stock, worth $378,945. This represents 0.06% of its overall portfolio holdings.

Number of Shares

13,815

Previous 13,857 0.3%

Holding current value

$378,945

Previous $351 Million 9.94%

% of portfolio

0.06%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$25.29 - $28.33 $1,062 - $1,189	-42 Reduced 0.3%	13,815 $385 Million
Q2 2025 Aug 12, 2025	SELL	$20.42 - $25.3 $14,947 - $18,519	-732 Reduced 5.02%	13,857 $351 Million
Q1 2025 May 12, 2025	BUY	$23.16 - $27.04 $7,225 - $8,436	312 Added 2.19%	14,589 $342 Million
Q4 2024 Feb 13, 2025	BUY	$25.33 - $51.16 $186,707 - $377,100	7,371 Added 106.73%	14,277 $369 Million
Q2 2024 Aug 09, 2024	SELL	$45.24 - $49.04 $23,931 - $25,942	-529 Reduced 7.11%	6,906 $328 Million

Q1 2024 May 09, 2024	BUY	$44.84 - $49.24 $28,652 - $31,464	639 Added 9.4%	7,435 $366 Million
Q4 2023 Feb 22, 2024	BUY	$38.13 - $48.02 $259,131 - $326,343	6,796 New	6,796 $321 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

Ticker SCHA
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Sierra Summit Advisors LLC Schwab Strategic Tr Us Small C Transaction History