Procyon Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Procyon Advisors, LLC

  • $5.51 Billion
  • Q3 2025

A detailed history of Procyon Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Procyon Advisors, LLC holds 24,537 shares of SCHA stock, worth $673,049. This represents 0.01% of its overall portfolio holdings.

Number of Shares
24,537
Holding current value
$673,049
% of portfolio
0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$25.29 - $28.33 $620,540 - $695,133
24,537 New
24,537 $684,000
Q4 2023

Jan 18, 2024
SELL
$38.13 - $48.02 $92,960 - $117,072
-2,438 Reduced 24.94%
7,339 $346,000
Q3 2023

Oct 10, 2023
BUY
$40.85 - $46.1 $6,903 - $7,790
169 Added 1.76%
9,777 $404,000
Q2 2023

Jul 17, 2023
BUY
$39.91 - $43.82 $5,986 - $6,573
150 Added 1.59%
9,608 $420,000
Q1 2023

Apr 10, 2023
BUY
$39.82 - $46.36 $5,216 - $6,073
131 Added 1.4%
9,458 $396,000
Q4 2022

Jan 19, 2023
BUY
$38.25 - $43.54 $86,636 - $98,618
2,265 Added 32.07%
9,327 $0
Q3 2022

Oct 17, 2022
SELL
$37.65 - $45.9 $1.27 Million - $1.55 Million
-33,711 Reduced 82.68%
7,062 $267,000
Q2 2022

Jul 11, 2022
BUY
$37.88 - $48.01 $1.54 Million - $1.96 Million
40,773 New
40,773 $1.59 Million
Q3 2020

Oct 22, 2020
SELL
$32.09 - $36.38 $2,406 - $2,728
-75 Closed
0 $0
Q2 2020

Aug 14, 2020
SELL
$23.59 - $35.22 $1,297 - $1,937
-55 Reduced 42.31%
75 $5,000
Q4 2019

Feb 21, 2020
BUY
$33.63 - $38.03 $4,371 - $4,943
130 New
130 $10,000

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

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