Cfc Planning CO LLC Schwab Strategic Tr Us Small C Transaction History

Cfc Planning CO LLC

  • $122 Billion
  • Q3 2025

A detailed history of Cfc Planning CO LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Cfc Planning CO LLC holds 15,873 shares of SCHA stock, worth $442,539. This represents 0.36% of its overall portfolio holdings.

Number of Shares
15,873
Previous 10,508 51.06%
Holding current value
$442,539
Previous $266 Million 66.58%
% of portfolio
0.36%
Previous 0.25%

Shares

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

Oct 29, 2025
BUY
$25.29 - $28.33 $135,680 - $151,990
5,365 Added 51.06%
15,873 $443 Million
Q2 2025

Aug 12, 2025
BUY
$20.42 - $25.3 $31,487 - $39,012
1,542 Added 17.2%
10,508 $266 Million
Q1 2025

Sep 23, 2025
SELL
$23.16 - $27.04 $35,712 - $41,695
-1,542 Reduced 14.67%
8,966 $210 Million
Q1 2025

Apr 30, 2025
SELL
$23.16 - $27.04 $532 - $621
-23 Reduced 0.26%
8,966 $210 Million
Q4 2024

Jan 30, 2025
BUY
$25.33 - $51.16 $227,691 - $459,877
8,989 New
8,989 $232 Million

Others Institutions Holding SCHA

# of Institutions
1,299
Shares Held
259M
Call Options Held
61.6K
Put Options Held
2.1K
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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