Ci Private Wealth, LLC Schwab Strategic Tr Us Small C Transaction History

Ci Private Wealth, LLC

  • $76.5 Billion
  • Q2 2025

A detailed history of Ci Private Wealth, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Ci Private Wealth, LLC holds 2,427,258 shares of SCHA stock, worth $62.6 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,427,258
Previous 1,183,618 105.07%
Holding current value
$62.6 Million
Previous $27.7 Million 121.44%
% of portfolio
0.08%
Previous 0.05%

Shares

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

Aug 15, 2025
BUY
$20.42 - $25.3 $25.4 Million - $31.5 Million
1,243,640 Added 105.07%
2,427,258 $61.4 Million
Q1 2025

May 14, 2025
BUY
$23.16 - $27.04 $328,385 - $383,400
14,179 Added 1.21%
1,183,618 $27.7 Million
Q4 2024

Feb 10, 2025
BUY
$25.33 - $51.16 $14.6 Million - $29.5 Million
577,248 Added 97.48%
1,169,439 $30.2 Million
Q3 2024

Nov 12, 2024
BUY
$46.9 - $51.96 $1.49 Million - $1.65 Million
31,763 Added 5.67%
592,191 $30.5 Million
Q2 2024

Aug 13, 2024
BUY
$45.24 - $49.04 $180,009 - $195,130
3,979 Added 0.72%
560,428 $26.6 Million
Q1 2024

May 09, 2024
SELL
$44.84 - $49.24 $371,051 - $407,461
-8,275 Reduced 1.47%
556,449 $27.4 Million
Q4 2023

Feb 09, 2024
BUY
$38.13 - $48.02 $1.33 Million - $1.67 Million
34,867 Added 6.58%
564,724 $26.7 Million
Q3 2023

Nov 03, 2023
SELL
$40.85 - $46.1 $38,113 - $43,011
-933 Reduced 0.18%
529,857 $21.9 Million
Q2 2023

Aug 10, 2023
SELL
$39.91 - $43.82 $151,977 - $166,866
-3,808 Reduced 0.71%
530,790 $23.2 Million
Q1 2023

May 15, 2023
BUY
$39.82 - $46.36 $1.03 Million - $1.2 Million
25,927 Added 5.1%
534,598 $22.4 Million
Q4 2022

Feb 15, 2023
BUY
$38.25 - $43.54 $19.5 Million - $22.1 Million
508,671 New
508,671 $20.6 Million

Others Institutions Holding SCHA

# of Institutions
1,269
Shares Held
258M
Call Options Held
61.6K
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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