Hamilton Point Investment Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Hamilton Point Investment Advisors, LLC

  • $634 Million
  • Q3 2025

A detailed history of Hamilton Point Investment Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Hamilton Point Investment Advisors, LLC holds 1,064 shares of SCHA stock, worth $29,185. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,064
Previous 1,064 -0.0%
Holding current value
$29,185
Previous $26,000 11.54%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 06, 2025
SELL
$23.16 - $27.04 $5,303 - $6,192
-229 Reduced 17.71%
1,064 $24,000
Q4 2024

Jan 23, 2025
BUY
$25.33 - $51.16 $19,276 - $38,932
761 Added 143.05%
1,293 $33,000
Q4 2023

Jan 30, 2024
BUY
$38.13 - $48.02 $20,285 - $25,546
532 New
532 $25,000

Others Institutions Holding SCHA

# of Institutions
1,324
Shares Held
261M
Call Options Held
104K
Put Options Held
2.1K
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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