Whipplewood Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Whipplewood Advisors, LLC

  • $169 Billion
  • Q1 2025

A detailed history of Whipplewood Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 65,913 shares of SCHA stock, worth $1.5 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
65,913
Previous 9,275 610.65%
Holding current value
$1.5 Million
Previous $240 Million 10.07%
% of portfolio
0.13%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$23.16 - $27.04 $1.31 Million - $1.53 Million
56,638 Added 610.65%
65,913 $216 Million
Q4 2024

Feb 04, 2025
BUY
$25.33 - $51.16 $234,935 - $474,508
9,275 New
9,275 $240 Million

Others Institutions Holding SCHA

# of Institutions
1,261
Shares Held
269M
Call Options Held
66.4K
Put Options Held
2.7K
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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