Brass Tax Wealth Management, Inc Schwab Strategic Tr Us Small C Transaction History

Brass Tax Wealth Management, Inc

  • $519 Billion
  • Q2 2025

A detailed history of Brass Tax Wealth Management, Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 27,567 shares of SCHA stock, worth $710,401. This represents 0.13% of its overall portfolio holdings.

Number of Shares
27,567
Previous 24,234 13.75%
Holding current value
$710,401
Previous $568 Million 22.83%
% of portfolio
0.13%
Previous 0.12%

Shares

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

Aug 11, 2025
BUY
$20.42 - $25.3 $68,059 - $84,324
3,333 Added 13.75%
27,567 $697 Million
Q1 2025

Apr 29, 2025
SELL
$23.16 - $27.04 $53,105 - $62,002
-2,293 Reduced 8.64%
24,234 $568 Million
Q4 2024

Apr 29, 2025
BUY
$25.33 - $51.16 $338,890 - $684,469
13,379 Added 101.76%
26,527 $686 Million
Q3 2024

Apr 29, 2025
BUY
$46.9 - $51.96 $616,641 - $683,170
13,148 New
13,148 $677 Million

Others Institutions Holding SCHA

# of Institutions
1,265
Shares Held
257M
Call Options Held
58.5K
Put Options Held
4.8K
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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