A detailed history of K2 Financial Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, K2 Financial Inc. holds 164,965 shares of SCHA stock, worth $4.48 Million. This represents 3.73% of its overall portfolio holdings.

Number of Shares
164,965
Previous 159,785 3.24%
Holding current value
$4.48 Million
Previous $3.41 Billion 23.95%
% of portfolio
3.73%
Previous 3.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025

BUY
$20.42 - $25.3 $105,775 - $131,054
5,180 Added 3.24%
164,965 $4.23 Billion
Q1 2025

Apr 25, 2025

BUY
$23.16 - $27.04 $568,161 - $663,345
24,532 Added 18.14%
159,785 $3.41 Billion
Q4 2024

Feb 06, 2025

BUY
$25.33 - $51.16 $3.43 Million - $6.92 Million
135,253 New
135,253 $3.46 Billion

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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