Waterford Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Waterford Advisors, LLC

  • $289 Billion
  • Q3 2025

A detailed history of Waterford Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Waterford Advisors, LLC holds 684,943 shares of SCHA stock, worth $18.8 Million. This represents 6.61% of its overall portfolio holdings.

Number of Shares
684,943
Previous 40,803 1578.66%
Holding current value
$18.8 Million
Previous $1.03 Million 1851636.53%
% of portfolio
6.61%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
$25.29 - $28.33 $16.3 Million - $18.2 Million
644,140 Added 1578.66%
684,943 $19.1 Billion
Q2 2025

Aug 14, 2025
SELL
$20.42 - $25.3 $12.2 Million - $15.1 Million
-597,284 Reduced 93.61%
40,803 $1.03 Million
Q1 2025

May 14, 2025
BUY
$23.16 - $27.04 $261,939 - $305,822
11,310 Added 1.8%
638,087 $15 Million
Q4 2024

Feb 14, 2025
BUY
$25.33 - $51.16 $15.9 Million - $32.1 Million
626,777 New
626,777 $16.2 Million
Q2 2024

Aug 14, 2024
BUY
$45.24 - $49.04 $120,202 - $130,299
2,657 Added 0.9%
299,281 $14.2 Million
Q1 2024

May 15, 2024
BUY
$44.84 - $49.24 $514,673 - $565,176
11,478 Added 4.03%
296,624 $14.6 Million
Q4 2023

Feb 13, 2024
SELL
$38.13 - $48.02 $640,698 - $806,880
-16,803 Reduced 5.56%
285,146 $13.5 Million
Q3 2023

Nov 07, 2023
BUY
$40.85 - $46.1 $79,044 - $89,203
1,935 Added 0.64%
301,949 $12.5 Million
Q2 2023

Jul 31, 2023
BUY
$39.91 - $43.82 $348,294 - $382,417
8,727 Added 3.0%
300,014 $13.1 Million
Q1 2023

May 02, 2023
BUY
$39.82 - $46.36 $330,944 - $385,297
8,311 Added 2.94%
291,287 $12.2 Million
Q4 2022

Feb 14, 2023
BUY
$38.25 - $43.54 $10.8 Million - $12.3 Million
282,976 New
282,976 $11.5 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

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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