A detailed history of Berkeley, Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Berkeley, Inc holds 21,257 shares of SCHA stock, worth $499,114. This represents 0.28% of its overall portfolio holdings.

Number of Shares
21,257
Previous 21,460 0.95%
Holding current value
$499,114
Previous $1.11 Billion 50.26%
% of portfolio
0.28%
Previous 0.32%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 28, 2025

SELL
$25.33 - $51.16 $5,141 - $10,385
-203 Reduced 0.95%
21,257 $550 Million
Q4 2024

Mar 05, 2025

BUY
$25.33 - $51.16 $266,648 - $538,561
10,527 Added 98.11%
21,257 $550 Million
Q3 2024

Mar 28, 2025

BUY
$46.9 - $51.96 $9,520 - $10,547
203 Added 0.95%
21,460 $1.11 Billion
Q3 2024

Mar 05, 2025

SELL
$46.9 - $51.96 $1,172 - $1,299
-25 Reduced 0.23%
10,730 $553 Million
Q2 2024

Mar 28, 2025

SELL
$45.24 - $49.04 $433,218 - $469,607
-9,576 Reduced 47.1%
10,755 $510 Million
Q2 2024

Mar 05, 2025

SELL
$45.24 - $49.04 $433,218 - $469,607
-9,576 Reduced 47.1%
10,755 $510 Million
Q1 2024

Mar 28, 2025

SELL
$44.84 - $49.24 $121,875 - $133,834
-2,718 Reduced 11.79%
20,331 $1 Billion
Q1 2024

Mar 05, 2025

SELL
$44.84 - $49.24 $121,875 - $133,834
-2,718 Reduced 11.79%
20,331 $1 Billion
Q4 2023

Mar 28, 2025

SELL
$38.13 - $48.02 $89,186 - $112,318
-2,339 Reduced 9.21%
23,049 $1.09 Billion
Q4 2023

Mar 04, 2025

SELL
$38.13 - $48.02 $89,186 - $112,318
-2,339 Reduced 9.21%
23,049 $1.09 Billion
Q3 2023

Mar 28, 2025

SELL
$40.85 - $46.1 $22,998 - $25,954
-563 Reduced 2.17%
25,388 $1.05 Billion
Q3 2023

Mar 04, 2025

SELL
$40.85 - $46.1 $22,998 - $25,954
-563 Reduced 2.17%
25,388 $1.05 Billion
Q2 2023

Mar 28, 2025

BUY
$39.91 - $43.82 $2,115 - $2,322
53 Added 0.2%
25,951 $1.14 Billion
Q2 2023

Mar 04, 2025

BUY
$39.91 - $43.82 $2,115 - $2,322
53 Added 0.2%
25,951 $1.14 Billion
Q1 2023

Mar 28, 2025

SELL
$39.82 - $46.36 $35,957 - $41,863
-903 Reduced 3.37%
25,898 $1.09 Billion
Q1 2023

Mar 04, 2025

SELL
$39.82 - $46.36 $35,957 - $41,863
-903 Reduced 3.37%
25,898 $1.09 Billion
Q4 2022

Mar 28, 2025

BUY
$38.25 - $43.54 $212,058 - $241,385
5,544 Added 26.08%
26,801 $1.09 Billion
Q4 2022

Mar 04, 2025

SELL
$38.25 - $43.54 $2,715 - $3,091
-71 Reduced 0.26%
26,801 $1.09 Billion
Q3 2022

Mar 28, 2025

SELL
$37.65 - $45.9 $30,985 - $37,775
-823 Reduced 2.97%
26,872 $1.02 Billion
Q3 2022

Mar 04, 2025

SELL
$37.65 - $45.9 $30,985 - $37,775
-823 Reduced 2.97%
26,872 $1.02 Billion
Q2 2022

Mar 28, 2025

SELL
$37.88 - $48.01 $2.15 Million - $2.72 Million
-56,716 Reduced 67.19%
27,695 $1.08 Billion
Q2 2022

Mar 04, 2025

SELL
$37.88 - $48.01 $2.15 Million - $2.72 Million
-56,716 Reduced 67.19%
27,695 $1.08 Billion
Q1 2022

Mar 28, 2025

BUY
$44.42 - $51.73 $1.94 Million - $2.25 Million
43,562 Added 106.64%
84,411 $4 Billion
Q1 2022

Mar 04, 2025

BUY
$44.42 - $51.73 $1.94 Million - $2.25 Million
43,562 Added 106.64%
84,411 $4 Billion
Q4 2021

Mar 28, 2025

BUY
$48.64 - $55.07 $150,881 - $170,827
3,102 Added 8.22%
40,849 $4.18 Billion
Q4 2021

Mar 04, 2025

BUY
$48.64 - $55.07 $150,881 - $170,827
3,102 Added 8.22%
40,849 $4.18 Billion
Q3 2021

Mar 28, 2025

BUY
$48.3 - $52.49 $30,235 - $32,858
626 Added 1.69%
37,747 $3.78 Billion
Q3 2021

Mar 04, 2025

BUY
$48.3 - $52.49 $30,235 - $32,858
626 Added 1.69%
37,747 $3.78 Billion
Q2 2021

Mar 28, 2025

BUY
$48.39 - $52.91 $27,001 - $29,523
558 Added 1.53%
37,121 $3.87 Billion
Q2 2021

Mar 04, 2025

BUY
$48.39 - $52.91 $27,001 - $29,523
558 Added 1.53%
37,121 $3.87 Billion
Q1 2021

Mar 28, 2025

BUY
$43.89 - $52.63 $671,780 - $805,554
15,306 Added 72.0%
36,563 $3.64 Billion
Q1 2021

Mar 04, 2025

BUY
$43.89 - $52.63 $263,340 - $315,780
6,000 Added 19.63%
36,563 $3.64 Billion
Q4 2020

Mar 28, 2025

BUY
$34.66 - $45.17 $322,545 - $420,352
9,306 Added 43.78%
30,563 $2.72 Billion
Q4 2020

Feb 28, 2025

BUY
$34.66 - $45.17 $1.06 Million - $1.38 Million
30,563 New
30,563 $2.72 Billion

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


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