Wetherby Asset Management Inc Schwab Strategic Tr Us Small C Transaction History

Wetherby Asset Management Inc

  • $2.38 Billion
  • Q3 2025

A detailed history of Wetherby Asset Management Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Wetherby Asset Management Inc holds 8,713 shares of SCHA stock, worth $238,997. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,713
Previous 8,713 -0.0%
Holding current value
$238,997
Previous $220,000 10.45%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$20.42 - $25.3 $39,859 - $49,385
-1,952 Reduced 18.3%
8,713 $220,000
Q4 2024

Feb 14, 2025
BUY
$25.33 - $51.16 $135,059 - $272,785
5,332 Added 99.98%
10,665 $275,000
Q3 2024

Nov 14, 2024
SELL
$46.9 - $51.96 $71,850 - $79,602
-1,532 Reduced 22.32%
5,333 $274,000
Q1 2024

May 15, 2024
BUY
$44.84 - $49.24 $13,945 - $15,313
311 Added 4.75%
6,865 $338,000
Q4 2023

Feb 14, 2024
SELL
$38.13 - $48.02 $168,763 - $212,536
-4,426 Reduced 40.31%
6,554 $309,000
Q3 2023

Nov 14, 2023
BUY
$40.85 - $46.1 $21,977 - $24,801
538 Added 5.15%
10,980 $454,000
Q2 2023

Aug 14, 2023
BUY
$39.91 - $43.82 $416,740 - $457,568
10,442 New
10,442 $457,000
Q1 2022

May 16, 2022
SELL
$44.42 - $51.73 $88,840 - $103,460
-2,000 Closed
0 $0
Q4 2021

Feb 14, 2022
SELL
$48.64 - $55.07 $18,726 - $21,201
-385 Reduced 16.14%
2,000 $205,000
Q3 2021

Nov 15, 2021
BUY
$48.3 - $52.49 $96 - $104
2 Added 0.08%
2,385 $239,000
Q2 2021

Aug 16, 2021
BUY
$48.39 - $52.91 $115,313 - $126,084
2,383 New
2,383 $248,000
Q1 2021

May 14, 2021
SELL
$43.89 - $52.63 $104,940 - $125,838
-2,391 Closed
0 $0
Q4 2020

Feb 11, 2021
BUY
$34.66 - $45.17 $82,872 - $108,001
2,391 New
2,391 $213,000

Others Institutions Holding SCHA

# of Institutions
1,325
Shares Held
260M
Call Options Held
104K
Put Options Held
2.1K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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