Gallagher Fiduciary Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Gallagher Fiduciary Advisors, LLC

$2.7 Billion
Q3 2025

A detailed history of Gallagher Fiduciary Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Gallagher Fiduciary Advisors, LLC holds 19,653 shares of SCHA stock, worth $539,081. This represents 0.02% of its overall portfolio holdings.

Number of Shares

19,653

Previous 29,889 34.25%

Holding current value

$539,081

Previous $756,000 27.51%

% of portfolio

0.02%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$25.29 - $28.33 $258,868 - $289,985	-10,236 Reduced 34.25%	19,653 $548,000
Q2 2025 Aug 14, 2025	SELL	$20.42 - $25.3 $67,120 - $83,161	-3,287 Reduced 9.91%	29,889 $756,000
Q1 2025 May 15, 2025	BUY	$23.16 - $27.04 $74,876 - $87,420	3,233 Added 10.8%	33,176 $777,000
Q4 2024 Feb 14, 2025	BUY	$25.33 - $51.16 $589,758 - $1.19 Million	23,283 Added 349.59%	29,943 $774,000
Q2 2024 Aug 14, 2024	SELL	$45.24 - $49.04 $29,632 - $32,121	-655 Reduced 8.95%	6,660 $316,000
Q3 2023 Nov 14, 2023	SELL	$40.85 - $46.1 $81 - $92	-2 Reduced 0.03%	7,315 $302,000
Q2 2023 Aug 14, 2023	SELL	$39.91 - $43.82 $21,072 - $23,136	-528 Reduced 6.73%	7,317 $320,000
Q1 2023 May 15, 2023	BUY	$39.82 - $46.36 $312,387 - $363,694	7,845 New	7,845 $328,000

Others Institutions Holding SCHA

# of Institutions

1,321

Shares Held

261M

Call Options Held

104K

Put Options Held

2.1K

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About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Gallagher Fiduciary Advisors, LLC Schwab Strategic Tr Us Small C Transaction History