Caldwell Trust CO Schwab Strategic Tr Us Small C Transaction History

Caldwell Trust CO

  • $1.07 Trillion
  • Q3 2025

A detailed history of Caldwell Trust CO transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Caldwell Trust CO holds 3,677 shares of SCHA stock, worth $102,882. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,677
Previous 3,523 4.37%
Holding current value
$102,882
Previous $89.1 Million 15.1%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$25.29 - $28.33 $3,894 - $4,362
154 Added 4.37%
3,677 $103 Million
Q2 2025

Sep 22, 2025
BUY
$20.42 - $25.3 $71,939 - $89,131
3,523 New
3,523 $89.1 Million
Q4 2024

Sep 24, 2025
BUY
$25.33 - $51.16 $43,136 - $87,125
1,703 Added 93.57%
3,523 $91.1 Million
Q1 2024

Sep 24, 2025
SELL
$44.84 - $49.24 $76,362 - $83,855
-1,703 Reduced 48.34%
1,820 $89.6 Million
Q1 2023

Oct 01, 2025
SELL
$39.82 - $46.36 $67,813 - $78,951
-1,703 Reduced 48.34%
1,820 $76.3 Million
Q3 2022

Oct 01, 2025
SELL
$37.65 - $45.9 $87,460 - $106,625
-2,323 Reduced 65.94%
1,200 $45.4 Million
Q1 2022

Oct 01, 2025
SELL
$44.42 - $51.73 $103,187 - $120,168
-2,323 Reduced 65.94%
1,200 $56.8 Million
Q1 2021

Oct 02, 2025
SELL
$43.89 - $52.63 $128,290 - $153,837
-2,923 Reduced 82.97%
600 $59.8 Million
Q4 2020

Oct 02, 2025
SELL
$34.66 - $45.17 $101,311 - $132,031
-2,923 Reduced 82.97%
600 $53.4 Million
Q1 2020

Oct 02, 2025
SELL
$22.29 - $38.7 $65,153 - $113,120
-2,923 Reduced 82.97%
600 $30.9 Million
Q4 2019

Oct 06, 2025
SELL
$33.63 - $38.03 $98,300 - $111,161
-2,923 Reduced 82.97%
600 $45.4 Million

Others Institutions Holding SCHA

# of Institutions
1,300
Shares Held
258M
Call Options Held
61.6K
Put Options Held
2.1K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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