Strategic Wealth Partners, Ltd. Schwab Strategic Tr Us Small C Transaction History

Strategic Wealth Partners, Ltd.

  • $1.19 Billion
  • Q3 2025

A detailed history of Strategic Wealth Partners, Ltd. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 6,471 shares of SCHA stock, worth $177,499. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,471
Previous 1,043 520.42%
Holding current value
$177,499
Previous $26,000 592.31%
% of portfolio
0.02%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
$25.29 - $28.33 $137,274 - $153,775
5,428 Added 520.42%
6,471 $180,000
Q2 2025

Aug 11, 2025
BUY
$20.42 - $25.3 $21,298 - $26,387
1,043 New
1,043 $26,000
Q4 2019

Jan 30, 2020
SELL
$33.63 - $38.03 $18,059 - $20,422
-537 Closed
0 $0
Q3 2019

Oct 28, 2019
SELL
$34.78 - $36.12 $104 - $108
-3 Reduced 0.56%
537 $36,000
Q2 2019

Aug 06, 2019
BUY
N/A
3 Added 0.56%
540 $38,000
Q1 2018

Jul 13, 2018
BUY
N/A
537 New
537 $37,000

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

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. 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 Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email