Valued Wealth Advisors LLC Schwab Strategic Tr Us Small C Transaction History

Valued Wealth Advisors LLC

  • $216 Billion
  • Q3 2025

A detailed history of Valued Wealth Advisors LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 508 shares of SCHA stock, worth $13,934. This represents 0.01% of its overall portfolio holdings.

Number of Shares
508
Previous 558 8.96%
Holding current value
$13,934
Previous $14.1 Million 0.39%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 28, 2025
SELL
$25.29 - $28.33 $1,264 - $1,416
-50 Reduced 8.96%
508 $14.2 Million
Q1 2025

May 01, 2025
BUY
$23.16 - $27.04 $8,592 - $10,031
371 Added 198.4%
558 $13.1 Million
Q4 2024

Jan 22, 2025
BUY
$25.33 - $51.16 $2,355 - $4,757
93 Added 98.94%
187 $4.83 Million
Q3 2024

Oct 28, 2024
BUY
$46.9 - $51.96 $3,470 - $3,845
74 Added 370.0%
94 $4.82 Million
Q4 2023

Jan 05, 2024
BUY
$38.13 - $48.02 $762 - $960
20 New
20 $838,000

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
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