Avion Wealth Schwab Strategic Tr Us Small C Transaction History

Avion Wealth

$466 Million
Q3 2025

A detailed history of Avion Wealth transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Avion Wealth holds 4,617 shares of SCHA stock, worth $126,644. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,617

Previous 4,077 13.25%

Holding current value

$126,644

Previous $103,000 24.27%

% of portfolio

0.03%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$25.29 - $28.33 $13,656 - $15,298	540 Added 13.25%	4,617 $128,000
Q2 2025 Jul 30, 2025	BUY	$20.42 - $25.3 $83,252 - $103,148	4,077 New	4,077 $103,000
Q4 2024 Jan 29, 2025	BUY	$25.33 - $51.16 $32,447 - $65,535	1,281 Added 96.53%	2,608 $67,000
Q2 2024 Jul 26, 2024	BUY	$45.24 - $49.04 $53,383 - $57,867	1,180 Added 802.72%	1,327 $62,000
Q4 2023 Jan 26, 2024	SELL	$38.13 - $48.02 $64,592 - $81,345	-1,694 Reduced 92.02%	147 $7,000

Q3 2023 Oct 20, 2023	BUY	$40.85 - $46.1 $939 - $1,060	23 Added 1.27%	1,841 $76,000
Q3 2022 Oct 31, 2022	BUY	$37.65 - $45.9 $7,304 - $8,904	194 Added 11.95%	1,818 $69,000
Q2 2022 Aug 11, 2022	BUY	$37.88 - $48.01 $61,289 - $77,680	1,618 Added 26966.67%	1,624 $63,000
Q1 2022 May 04, 2022	BUY	$44.42 - $51.73 $133 - $155	3 Added 100.0%	6 $0
Q1 2020 Apr 08, 2020	BUY	$22.29 - $38.7 $66 - $116	3 New	3 $0

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

Ticker SCHA
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