Perissos Private Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Perissos Private Wealth Management, LLC

$126 Billion
Q2 2025

A detailed history of Perissos Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 13,064 shares of SCHA stock, worth $369,188. This represents 0.26% of its overall portfolio holdings.

Number of Shares

13,064

Previous 13,042 0.17%

Holding current value

$369,188

Previous $306 Million 8.16%

% of portfolio

0.26%

Previous 0.28%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	BUY	$20.42 - $25.3 $449 - $556	22 Added 0.17%	13,064 $331 Million
Q1 2025 Apr 25, 2025	SELL	$23.16 - $27.04 $21,608 - $25,228	-933 Reduced 6.68%	13,042 $306 Million
Q4 2024 Jan 29, 2025	BUY	$25.33 - $51.16 $190,126 - $384,006	7,506 Added 116.03%	13,975 $361 Million
Q3 2024 Nov 12, 2024	SELL	$46.9 - $51.96 $62,658 - $69,418	-1,336 Reduced 17.12%	6,469 $333 Million
Q2 2024 Aug 09, 2024	SELL	$45.24 - $49.04 $107,580 - $116,617	-2,378 Reduced 23.35%	7,805 $370 Million
Q1 2024 May 14, 2024	BUY	$44.84 - $49.24 $456,605 - $501,410	10,183 New	10,183 $501 Million

Others Institutions Holding SCHA

# of Institutions

1,277

Shares Held

257M

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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Perissos Private Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History