Code Waechter LLC Schwab Strategic Tr Us Small C Transaction History

Code Waechter LLC

$140 Million
Q2 2025

A detailed history of Code Waechter LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Code Waechter LLC holds 90,079 shares of SCHA stock, worth $2.52 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares

90,079

Previous 95,764 5.94%

Holding current value

$2.52 Million

Previous $2.24 Million 1.52%

% of portfolio

1.63%

Previous 1.85%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$20.42 - $25.3 $116,087 - $143,830	-5,685 Reduced 5.94%	90,079 $2.28 Million
Q1 2025 Apr 30, 2025	BUY	$23.16 - $27.04 $304,113 - $355,062	13,131 Added 15.89%	95,764 $2.24 Million
Q4 2024 Jan 13, 2025	BUY	$25.33 - $51.16 $1.04 Million - $2.11 Million	41,159 Added 99.24%	82,633 $2.14 Million
Q3 2024 Oct 10, 2024	BUY	$46.9 - $51.96 $1.95 Million - $2.15 Million	41,474 New	41,474 $2.14 Million

Others Institutions Holding SCHA

# of Institutions

1,277

Shares Held

257M

Call Options Held

61.6K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Code Waechter LLC, based on Form 13F filings with the SEC.

News

Stay updated on Code Waechter LLC with notifications on news.

Account

Code Waechter LLC Schwab Strategic Tr Us Small C Transaction History