Fsm Wealth Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Fsm Wealth Advisors, LLC

$443 Million
Q1 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 53,781 shares of SCHA stock, worth $1.23 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

53,781

Previous 29,849 80.18%

Holding current value

$1.23 Million

Previous $771,000 63.42%

% of portfolio

0.28%

Previous 0.19%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$23.16 - $27.04 $554,265 - $647,121	23,932 Added 80.18%	53,781 $1.26 Million
Q4 2024 Jan 24, 2025	BUY	$25.33 - $51.16 $409,459 - $827,001	16,165 Added 118.13%	29,849 $771,000
Q2 2024 Jul 12, 2024	BUY	$45.24 - $49.04 $45 - $49	1 Added 0.01%	13,684 $649,000
Q1 2024 May 14, 2024	SELL	$44.84 - $49.24 $16,232 - $17,824	-362 Reduced 2.58%	13,683 $673,000
Q4 2023 May 14, 2024	BUY	$38.13 - $48.02 $325,706 - $410,186	8,542 Added 155.22%	14,045 $663,000
Q3 2023 Nov 14, 2023	BUY	$40.85 - $46.1 $224,797 - $253,688	5,503 New	5,503 $227,000

Others Institutions Holding SCHA

# of Institutions

1,265

Shares Held

273M

Call Options Held

66.4K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Fsm Wealth Advisors, LLC Schwab Strategic Tr Us Small C Transaction History