Parkshore Wealth Management, Inc. Schwab Strategic Tr Us Small C Transaction History

Parkshore Wealth Management, Inc.

$205 Billion
Q2 2025

A detailed history of Parkshore Wealth Management, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Parkshore Wealth Management, Inc. holds 10,260 shares of SCHA stock, worth $287,074. This represents 0.13% of its overall portfolio holdings.

Number of Shares

10,260

Previous 11,036 7.03%

Holding current value

$287,074

Previous $259 Million 0.39%

% of portfolio

0.13%

Previous 0.15%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	SELL	$20.42 - $25.3 $15,845 - $19,632	-776 Reduced 7.03%	10,260 $260 Million
Q1 2025 May 29, 2025	BUY	$23.16 - $27.04 $92 - $108	4 Added 0.04%	11,036 $259 Million
Q4 2024 Feb 14, 2025	BUY	$25.33 - $51.16 $279,440 - $564,397	11,032 New	11,032 $285 Million

Others Institutions Holding SCHA

# of Institutions

1,300

Shares Held

258M

Call Options Held

61.6K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Parkshore Wealth Management, Inc. Schwab Strategic Tr Us Small C Transaction History