Heirloom Wealth Management Schwab Strategic Tr Us Small C Transaction History

Heirloom Wealth Management

$358 Million
Q2 2025

A detailed history of Heirloom Wealth Management transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Heirloom Wealth Management holds 9,778 shares of SCHA stock, worth $253,054. This represents 0.07% of its overall portfolio holdings.

Number of Shares

9,778

Previous 10,203 4.17%

Holding current value

$253,054

Previous $239,000 3.35%

% of portfolio

0.07%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	SELL	$20.42 - $25.3 $8,678 - $10,752	-425 Reduced 4.17%	9,778 $247,000
Q4 2024 Jan 22, 2025	BUY	$25.33 - $51.16 $140,708 - $284,193	5,555 Added 119.51%	10,203 $263,000
Q1 2024 Apr 24, 2024	SELL	$44.84 - $49.24 $25,558 - $28,066	-570 Reduced 10.92%	4,648 $228,000
Q4 2023 Jan 31, 2024	SELL	$38.13 - $48.02 $40,455 - $50,949	-1,061 Reduced 16.9%	5,218 $246,000
Q3 2023 Oct 23, 2023	SELL	$40.85 - $46.1 $141,831 - $160,059	-3,472 Reduced 35.61%	6,279 $260,000
Q2 2023 Aug 08, 2023	SELL	$39.91 - $43.82 $123,401 - $135,491	-3,092 Reduced 24.08%	9,751 $427,000
Q1 2023 Apr 27, 2023	SELL	$39.82 - $46.36 $1.22 Million - $1.43 Million	-30,752 Reduced 70.54%	12,843 $538,000
Q4 2022 Feb 01, 2023	BUY	$38.25 - $43.54 $1.67 Million - $1.9 Million	43,595 New	43,595 $1.77 Million

Others Institutions Holding SCHA

# of Institutions

1,275

Shares Held

250M

Call Options Held

58.5K

Put Options Held

4.8K

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About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Heirloom Wealth Management Schwab Strategic Tr Us Small C Transaction History