Finer Wealth Management, Inc. Schwab Strategic Tr Us Small C Transaction History

Finer Wealth Management, Inc.

$182 Million
Q2 2025

A detailed history of Finer Wealth Management, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Finer Wealth Management, Inc. holds 35,231 shares of SCHA stock, worth $975,898. This represents 0.49% of its overall portfolio holdings.

Number of Shares

35,231

Previous 39,275 10.3%

Holding current value

$975,898

Previous $920,000 3.15%

% of portfolio

0.49%

Previous 0.56%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$20.42 - $25.3 $82,578 - $102,313	-4,044 Reduced 10.3%	35,231 $891,000
Q1 2025 May 12, 2025	SELL	$23.16 - $27.04 $94,909 - $110,809	-4,098 Reduced 9.45%	39,275 $920,000
Q4 2024 Feb 13, 2025	BUY	$25.33 - $51.16 $641,203 - $1.3 Million	25,314 Added 140.17%	43,373 $1.12 Million
Q3 2024 Nov 13, 2024	BUY	$46.9 - $51.96 $294,625 - $326,412	6,282 Added 53.34%	18,059 $930,000
Q2 2024 Aug 13, 2024	BUY	$45.24 - $49.04 $266,011 - $288,355	5,880 Added 99.71%	11,777 $558,000
Q1 2024 Apr 26, 2024	BUY	$44.84 - $49.24 $264,421 - $290,368	5,897 New	5,897 $290,000

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
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Finer Wealth Management, Inc. Schwab Strategic Tr Us Small C Transaction History