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

Fermata Advisors, LLC

  • $335 Million
  • Q2 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 19,836 shares of SCHA stock, worth $516,331. This represents 0.15% of its overall portfolio holdings.

Number of Shares
19,836
Previous 19,526 1.59%
Holding current value
$516,331
Previous $458,000 9.39%
% of portfolio
0.15%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
BUY
$20.42 - $25.3 $6,330 - $7,843
310 Added 1.59%
19,836 $501,000
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
1,274
Shares Held
251M
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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