A detailed history of Keel Point, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Keel Point, LLC holds 17,454 shares of SCHA stock, worth $486,617. This represents 0.03% of its overall portfolio holdings.

Number of Shares
17,454
Previous 18,640 6.36%
Holding current value
$486,617
Previous $436,000 1.15%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Aug 14, 2025

SELL
$20.42 - $25.3 $24,218 - $30,005
-1,186 Reduced 6.36%
17,454 $441,000
Q1 2025

May 15, 2025

SELL
$23.16 - $27.04 $45,069 - $52,619
-1,946 Reduced 9.45%
18,640 $436,000
Q4 2024

Feb 14, 2025

BUY
$25.33 - $51.16 $258,872 - $522,855
10,220 Added 98.59%
20,586 $532,000
Q3 2024

Nov 14, 2024

BUY
$46.9 - $51.96 $422 - $467
9 Added 0.09%
10,366 $533,000
Q2 2024

Aug 14, 2024

BUY
$45.24 - $49.04 $468,550 - $507,907
10,357 New
10,357 $491,000
Q1 2021

May 17, 2021

BUY
$43.89 - $52.63 $108,759 - $130,417
2,478 New
2,478 $247,000

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Keel Point, LLC Portfolio

Follow Keel Point, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keel Point, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keel Point, LLC with notifications on news.