Burt Wealth Advisors Schwab Strategic Tr Us Small C Transaction History

Burt Wealth Advisors

$402 Million
Q1 2025

A detailed history of Burt Wealth Advisors transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Burt Wealth Advisors holds 599,009 shares of SCHA stock, worth $14.5 Million. This represents 3.49% of its overall portfolio holdings.

Number of Shares

599,009

Previous 592,315 1.13%

Holding current value

$14.5 Million

Previous $15.3 Million 8.38%

% of portfolio

3.49%

Previous 3.88%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$23.16 - $27.04 $155,033 - $181,005	6,694 Added 1.13%	599,009 $14 Million
Q4 2024 Feb 06, 2025	BUY	$25.33 - $51.16 $7.53 Million - $15.2 Million	297,373 Added 100.82%	592,315 $15.3 Million
Q3 2024 Oct 31, 2024	SELL	$46.9 - $51.96 $252,134 - $279,336	-5,376 Reduced 1.79%	294,942 $15.2 Million
Q2 2024 Jul 16, 2024	SELL	$45.24 - $49.04 $1.1 Million - $1.19 Million	-24,225 Reduced 7.46%	300,318 $14.3 Million
Q1 2024 Apr 18, 2024	BUY	$44.84 - $49.24 $963,970 - $1.06 Million	21,498 Added 7.09%	324,543 $16 Million
Q4 2023 Feb 01, 2024	BUY	$38.13 - $48.02 $410,393 - $516,839	10,763 Added 3.68%	303,045 $14.3 Million
Q3 2023 Oct 11, 2023	SELL	$40.85 - $46.1 $116,014 - $130,924	-2,840 Reduced 0.96%	292,282 $12.1 Million
Q2 2023 Jul 18, 2023	SELL	$39.91 - $43.82 $409,636 - $449,768	-10,264 Reduced 3.36%	295,122 $12.9 Million
Q1 2023 Apr 13, 2023	BUY	$39.82 - $46.36 $118,703 - $138,199	2,981 Added 0.99%	305,386 $12.8 Million
Q4 2022 Jan 17, 2023	SELL	$38.25 - $43.54 $277,618 - $316,013	-7,258 Reduced 2.34%	302,405 $12.3 Million
Q3 2022 Oct 11, 2022	SELL	$37.65 - $45.9 $98,379 - $119,936	-2,613 Reduced 0.84%	309,663 $11.7 Million
Q2 2022 Jul 29, 2022	BUY	$37.88 - $48.01 $803,434 - $1.02 Million	21,210 Added 7.29%	312,276 $12.2 Million
Q1 2022 Apr 19, 2022	BUY	$44.42 - $51.73 $6.43 Million - $7.49 Million	144,743 Added 98.92%	291,066 $13.8 Million
Q4 2021 Jan 13, 2022	BUY	$48.64 - $55.07 $82,542 - $93,453	1,697 Added 1.17%	146,323 $15 Million
Q3 2021 Oct 06, 2021	BUY	$48.3 - $52.49 $6,906 - $7,506	143 Added 0.1%	144,626 $14.5 Million
Q2 2021 Jul 14, 2021	SELL	$48.39 - $52.91 $89,037 - $97,354	-1,840 Reduced 1.26%	144,483 $15.1 Million
Q1 2021 Apr 15, 2021	SELL	$43.89 - $52.63 $104,633 - $125,469	-2,384 Reduced 1.6%	146,323 $14.6 Million
Q4 2020 Feb 11, 2021	SELL	$34.66 - $45.17 $12,130 - $15,809	-350 Reduced 0.23%	148,707 $13.2 Million
Q3 2020 Nov 10, 2020	BUY	$32.09 - $36.38 $56,510 - $64,065	1,761 Added 1.2%	149,057 $10.2 Million
Q2 2020 Aug 05, 2020	BUY	$23.59 - $35.22 $196,575 - $293,488	8,333 Added 6.0%	147,296 $9.62 Million
Q1 2020 Apr 29, 2020	SELL	$22.29 - $38.7 $89,427 - $155,264	-4,012 Reduced 2.81%	138,963 $7.16 Million
Q4 2019 Jan 29, 2020	BUY	$33.63 - $38.03 $56,834 - $64,270	1,690 Added 1.2%	142,975 $10.8 Million
Q3 2019 Oct 31, 2019	SELL	$34.78 - $36.12 $90,149 - $93,623	-2,592 Reduced 1.8%	141,285 $9.85 Million
Q2 2019 Aug 05, 2019	BUY	N/A	965 Added 0.68%	143,877 $10.3 Million
Q1 2019 Apr 24, 2019	BUY	N/A	7,034 Added 5.18%	142,912 $9.99 Million
Q4 2018 Feb 08, 2019	SELL	N/A	-2,257 Reduced 1.63%	135,878 $8.25 Million
Q3 2018 Oct 30, 2018	SELL	N/A	-970 Reduced 0.7%	138,135 $10.5 Million
Q2 2018 Jul 27, 2018	SELL	N/A	-4,556 Reduced 3.17%	139,105 $10.2 Million
Q1 2018 Apr 24, 2018	BUY	N/A	4,232 Added 3.04%	143,661 $9.93 Million
Q4 2017 Jan 30, 2018	BUY	N/A	440 Added 0.32%	139,429 $9.72 Million
Q3 2017 Nov 09, 2017	SELL	N/A	-4,641 Reduced 3.23%	138,989 $9.36 Million
Q2 2017 Aug 07, 2017	BUY	N/A	143,630	143,630 $9.18 Million

Others Institutions Holding SCHA

# of Institutions

1,258

Shares Held

245M

Call Options Held

58.5K

Put Options Held

4.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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Burt Wealth Advisors Schwab Strategic Tr Us Small C Transaction History