Code Waechter LLC Schwab Strategic Tr Us Small C Transaction History

Code Waechter LLC

$140 Million
Q2 2025

A detailed history of Code Waechter LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Code Waechter LLC holds 90,079 shares of SCHA stock, worth $2.32 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares

90,079

Previous 95,764 5.94%

Holding current value

$2.32 Million

Previous $2.24 Million 1.52%

% of portfolio

1.63%

Previous 1.85%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$20.42 - $25.3 $116,087 - $143,830	-5,685 Reduced 5.94%	90,079 $2.28 Million
Q1 2025 Apr 30, 2025	BUY	$23.16 - $27.04 $304,113 - $355,062	13,131 Added 15.89%	95,764 $2.24 Million
Q4 2024 Jan 13, 2025	BUY	$25.33 - $51.16 $1.04 Million - $2.11 Million	41,159 Added 99.24%	82,633 $2.14 Million
Q3 2024 Oct 10, 2024	BUY	$46.9 - $51.96 $1.95 Million - $2.15 Million	41,474 New	41,474 $2.14 Million

Others Institutions Holding SCHA

# of Institutions

1,263

Shares Held

257M

Call Options Held

58.5K

Put Options Held

4.8K

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About SCHWAB STRATEGIC TR US SMALL-C

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Code Waechter LLC Schwab Strategic Tr Us Small C Transaction History