Phil A. Younker & Associates, Ltd. Schwab Strategic Tr Us Small C Transaction History

Phil A. Younker & Associates, Ltd.

  • $101 Billion
  • Q2 2025

A detailed history of Phil A. Younker & Associates, Ltd. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Phil A. Younker & Associates, Ltd. holds 41,902 shares of SCHA stock, worth $1.14 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
41,902
Previous 41,902 -0.0%
Holding current value
$1.14 Million
Previous $982 Million 7.98%
% of portfolio
1.05%
Previous 0.97%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$23.16 - $27.04 $2,408 - $2,812
104 Added 0.25%
41,902 $982 Million
Q4 2024

Apr 07, 2025
BUY
$25.33 - $51.16 $1.06 Million - $2.14 Million
41,798 New
41,798 $1.08 Billion

Others Institutions Holding SCHA

# of Institutions
1,279
Shares Held
257M
Call Options Held
61.6K
Put Options Held
2.1K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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