Elser Financial Planning, Inc Schwab Strategic Tr Us Small C Transaction History

Elser Financial Planning, Inc

$1.67 Trillion
Q2 2025

A detailed history of Elser Financial Planning, Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Elser Financial Planning, Inc holds 107,945 shares of SCHA stock, worth $3.01 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

107,945

Previous 115,188 6.29%

Holding current value

$3.01 Million

Previous $2.7 Billion 2.47%

% of portfolio

0.17%

Previous 3.74%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$20.42 - $25.3 $140,285 - $173,811	6,870 Added 6.36%	114,815 $2.9 Billion
Q2 2025 Jul 17, 2025	SELL	$20.42 - $25.3 $147,902 - $183,247	-7,243 Reduced 6.29%	107,945 $2.77 Billion
Q1 2025 Apr 21, 2025	SELL	$23.16 - $27.04 $86,409 - $100,886	-3,731 Reduced 3.14%	115,188 $2.7 Billion
Q4 2024 Jan 28, 2025	BUY	$25.33 - $51.16 $1.39 Million - $2.82 Million	55,048 Added 86.19%	118,919 $3.08 Billion
Q3 2024 Oct 17, 2024	BUY	$46.9 - $51.96 $48,494 - $53,726	1,034 Added 1.65%	63,871 $3.29 Billion
Q2 2024 Jul 22, 2024	BUY	$45.24 - $49.04 $2.84 Million - $3.08 Million	62,837 New	62,837 $2.98 Billion

Others Institutions Holding SCHA

# of Institutions

1,278

Shares Held

257M

Call Options Held

61.6K

Put Options Held

2.1K

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About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Elser Financial Planning, Inc Schwab Strategic Tr Us Small C Transaction History