Fermata Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Fermata Advisors, LLC

  • $495 Million
  • Q1 2025

A detailed history of Fermata Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Fermata Advisors, LLC holds 19,526 shares of SCHA stock, worth $475,262. This represents 0.09% of its overall portfolio holdings.

Number of Shares
19,526
Previous 16,982 14.98%
Holding current value
$475,262
Previous $439,000 4.33%
% of portfolio
0.09%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$23.16 - $27.04 $58,919 - $68,789
2,544 Added 14.98%
19,526 $458,000
Q4 2024

Jan 14, 2025
BUY
$25.33 - $51.16 $430,154 - $868,799
16,982 New
16,982 $439,000

Others Institutions Holding SCHA

# of Institutions
1,256
Shares Held
247M
Call Options Held
58.5K
Put Options Held
4.8K
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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