Schneider Downs Wealth Management Advisors, LP Schwab Strategic Tr Us Small C Transaction History

Schneider Downs Wealth Management Advisors, LP

$536 Million
Q1 2025

A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 49,378 shares of SCHA stock, worth $1.19 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

49,378

Previous 48,002 2.87%

Holding current value

$1.19 Million

Previous $1.24 Million 6.85%

% of portfolio

0.22%

Previous 0.24%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$23.16 - $27.04 $31,868 - $37,207	1,376 Added 2.87%	49,378 $1.16 Million
Q4 2024 Feb 04, 2025	BUY	$25.33 - $51.16 $580,310 - $1.17 Million	22,910 Added 91.3%	48,002 $1.24 Million
Q3 2024 Nov 06, 2024	SELL	$46.9 - $51.96 $42,069 - $46,608	-897 Reduced 3.45%	25,092 $1.29 Million
Q2 2024 Aug 07, 2024	SELL	$45.24 - $49.04 $50,035 - $54,238	-1,106 Reduced 4.08%	25,989 $1.23 Million
Q1 2024 May 08, 2024	SELL	$44.84 - $49.24 $314,731 - $345,615	-7,019 Reduced 20.58%	27,095 $1.33 Million
Q3 2023 Nov 06, 2023	SELL	$40.85 - $46.1 $72,917 - $82,288	-1,785 Reduced 4.97%	34,114 $1.41 Million
Q2 2023 Jul 31, 2023	SELL	$39.91 - $43.82 $227,407 - $249,686	-5,698 Reduced 13.7%	35,899 $1.57 Million
Q1 2023 May 04, 2023	SELL	$39.82 - $46.36 $146,418 - $170,465	-3,677 Reduced 8.12%	41,597 $1.74 Million
Q4 2022 Feb 01, 2023	BUY	$38.25 - $43.54 $224,718 - $255,797	5,875 Added 14.91%	45,274 $1.83 Million
Q3 2022 Oct 26, 2022	SELL	$37.65 - $45.9 $44,427 - $54,162	-1,180 Reduced 2.91%	39,399 $1.49 Million
Q2 2022 Jul 13, 2022	SELL	$37.88 - $48.01 $5,871 - $7,441	-155 Reduced 0.38%	40,579 $1.58 Million
Q1 2022 May 02, 2022	BUY	$44.42 - $51.73 $893,908 - $1.04 Million	20,124 Added 97.64%	40,734 $1.93 Million
Q4 2021 Jan 31, 2022	SELL	$48.64 - $55.07 $29,670 - $33,592	-610 Reduced 2.87%	20,610 $2.11 Million
Q3 2021 Oct 14, 2021	SELL	$48.3 - $52.49 $9,853 - $10,707	-204 Reduced 0.95%	21,220 $2.12 Million
Q2 2021 Jul 20, 2021	SELL	$48.39 - $52.91 $15,484 - $16,931	-320 Reduced 1.47%	21,424 $2.23 Million
Q4 2020 Jan 21, 2021	BUY	$34.66 - $45.17 $1,836 - $2,394	53 Added 0.24%	21,744 $1.94 Million
Q3 2020 Oct 14, 2020	SELL	$32.09 - $36.38 $3,241 - $3,674	-101 Reduced 0.46%	21,691 $1.48 Million
Q2 2020 Jul 15, 2020	SELL	$23.59 - $35.22 $116,817 - $174,409	-4,952 Reduced 18.52%	21,792 $1.42 Million
Q1 2020 Apr 21, 2020	SELL	$22.29 - $38.7 $185,296 - $321,713	-8,313 Reduced 23.71%	26,744 $1.38 Million
Q4 2019 Jan 23, 2020	BUY	$33.63 - $38.03 $247,449 - $279,824	7,358 Added 26.56%	35,057 $2.65 Million
Q3 2019 Nov 05, 2019	BUY	$34.78 - $36.12 $88,445 - $91,853	2,543 Added 10.11%	27,699 $1.93 Million
Q2 2019 Jul 16, 2019	BUY	N/A	2,284 Added 9.99%	25,156 $1.8 Million
Q1 2019 May 01, 2019	BUY	N/A	1,573 Added 7.39%	22,872 $1.6 Million
Q4 2018 Jan 31, 2019	BUY	N/A	15,242 Added 251.64%	21,299 $1.29 Million
Q3 2018 Oct 18, 2018	BUY	N/A	357 Added 6.26%	6,057 $461,000
Q2 2018 Jul 24, 2018	BUY	N/A	1,018 Added 21.74%	5,700 $419,000
Q1 2018 Apr 17, 2018	BUY	N/A	4,682 New	4,682 $324,000

Others Institutions Holding SCHA

# of Institutions

1,256

Shares Held

245M

Call Options Held

58.5K

Put Options Held

4.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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Schneider Downs Wealth Management Advisors, LP Schwab Strategic Tr Us Small C Transaction History