Paradigm, Strategies In Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Paradigm, Strategies In Wealth Management, LLC

$147 Million
Q3 2025

A detailed history of Paradigm, Strategies In Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 30,408 shares of SCHA stock, worth $834,091. This represents 0.58% of its overall portfolio holdings.

Number of Shares

30,408

Previous 31,602 3.78%

Holding current value

$834,091

Previous $799,000 6.13%

% of portfolio

0.58%

Previous 0.55%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$25.29 - $28.33 $30,196 - $33,826	-1,194 Reduced 3.78%	30,408 $848,000
Q2 2025 Aug 01, 2025	SELL	$20.42 - $25.3 $9,822 - $12,169	-481 Reduced 1.5%	31,602 $799,000
Q1 2025 May 07, 2025	BUY	$23.16 - $27.04 $32,910 - $38,423	1,421 Added 4.63%	32,083 $751,000
Q4 2024 Jan 14, 2025	BUY	$25.33 - $51.16 $385,497 - $778,604	15,219 Added 98.55%	30,662 $792,000
Q3 2024 Oct 24, 2024	SELL	$46.9 - $51.96 $63,315 - $70,146	-1,350 Reduced 8.04%	15,443 $795,000

Q2 2024 Jul 30, 2024	SELL	$45.24 - $49.04 $23,343 - $25,304	-516 Reduced 2.98%	16,793 $796,000
Q1 2024 May 02, 2024	BUY	$44.84 - $49.24 $896 - $984	20 Added 0.12%	17,309 $852,000
Q4 2023 Jan 26, 2024	SELL	$38.13 - $48.02 $2,249 - $2,833	-59 Reduced 0.34%	17,289 $816,000
Q3 2023 Oct 25, 2023	BUY	$40.85 - $46.1 $1,879 - $2,120	46 Added 0.27%	17,348 $718,000
Q2 2023 Jul 19, 2023	BUY	$39.91 - $43.82 $1,875 - $2,059	47 Added 0.27%	17,302 $757,000
Q1 2023 May 02, 2023	SELL	$39.82 - $46.36 $145,781 - $169,723	-3,661 Reduced 17.5%	17,255 $723,000
Q4 2022 Jan 20, 2023	BUY	$38.25 - $43.54 $2,945 - $3,352	77 Added 0.37%	20,916 $0
Q3 2022 Nov 09, 2022	SELL	$37.65 - $45.9 $58,244 - $71,007	-1,547 Reduced 6.91%	20,839 $788,000
Q2 2022 Jul 18, 2022	SELL	$37.88 - $48.01 $25,758 - $32,646	-680 Reduced 2.95%	22,386 $873,000
Q1 2022 Apr 18, 2022	BUY	$44.42 - $51.73 $512,695 - $597,067	11,542 Added 100.16%	23,066 $1.09 Million
Q4 2021 Feb 08, 2022	BUY	$48.64 - $55.07 $2,091 - $2,368	43 Added 0.37%	11,524 $1.18 Million
Q3 2021 Oct 15, 2021	BUY	$48.3 - $52.49 $2,415 - $2,624	50 Added 0.44%	11,481 $1.15 Million
Q2 2021 Jul 30, 2021	SELL	$48.39 - $52.91 $53,954 - $58,994	-1,115 Reduced 8.89%	11,431 $1.19 Million
Q1 2021 Apr 29, 2021	BUY	$43.89 - $52.63 $550,643 - $660,295	12,546 New	12,546 $1.25 Million

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

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Paradigm, Strategies In Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paradigm, Strategies In Wealth Management, LLC with notifications on news.

Account

Paradigm, Strategies In Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History