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

Ptm Wealth Management, LLC

  • $168 Billion
  • Q3 2025

A detailed history of Ptm Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Ptm Wealth Management, LLC holds 7,200 shares of SCHA stock, worth $201,456. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,200
Holding current value
$201,456
% of portfolio
0.12%

Shares

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

Oct 27, 2025
BUY
$25.29 - $28.33 $182,088 - $203,976
7,200 New
7,200 $204 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

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Ptm Wealth Management, LLC Portfolio

Follow Ptm Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Ptm Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email