Westmount Partners, LLC Schwab Strategic Tr Us Small C Transaction History

Westmount Partners, LLC

  • $387 Billion
  • Q3 2025

A detailed history of Westmount Partners, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Westmount Partners, LLC holds 44,716 shares of SCHA stock, worth $1.23 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
44,716
Previous 44,570 0.33%
Holding current value
$1.23 Million
Previous $1.13 Billion 10.8%
% of portfolio
0.32%
Previous 0.31%

Shares

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

Oct 14, 2025
BUY
$25.29 - $28.33 $3,692 - $4,136
146 Added 0.33%
44,716 $1.25 Billion
Q2 2025

Jul 09, 2025
BUY
$20.42 - $25.3 $1,980 - $2,454
97 Added 0.22%
44,570 $1.13 Billion
Q1 2025

May 01, 2025
BUY
$23.16 - $27.04 $369,865 - $431,828
15,970 Added 56.03%
44,473 $1.04 Billion
Q4 2024

Jan 13, 2025
BUY
$25.33 - $51.16 $491,579 - $992,862
19,407 Added 213.36%
28,503 $737 Million
Q3 2024

Jan 13, 2025
BUY
$46.9 - $51.96 $426,602 - $472,628
9,096 New
9,096 $468 Million
Q2 2024

Jan 28, 2025
SELL
$45.24 - $49.04 $90,389 - $97,981
-1,998 Reduced 18.8%
8,632 $406 Million
Q1 2024

Jan 28, 2025
SELL
$44.84 - $49.24 $75,241 - $82,624
-1,678 Reduced 13.63%
10,630 $523 Million
Q3 2023

Jan 28, 2025
SELL
$40.85 - $46.1 $40 - $46
-1 Reduced 0.01%
12,308 $510 Million
Q2 2023

Jan 28, 2025
SELL
$39.91 - $43.82 $646,302 - $709,621
-16,194 Reduced 56.82%
12,309 $539 Million
Q1 2023

Jan 29, 2025
SELL
$39.82 - $46.36 $644,884 - $750,800
-16,195 Reduced 56.82%
12,308 $516 Million
Q4 2022

Jan 28, 2025
SELL
$38.25 - $43.54 $619,458 - $705,130
-16,195 Reduced 56.82%
12,308 $499 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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