Signature Estate & Investment Advisors LLC Schwab Strategic Tr Us Small C Transaction History

Signature Estate & Investment Advisors LLC

  • $4.21 Billion
  • Q2 2025

A detailed history of Signature Estate & Investment Advisors LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 111,184 shares of SCHA stock, worth $2.87 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
111,184
Previous 114,452 2.86%
Holding current value
$2.87 Million
Previous $2.68 Million 4.89%
% of portfolio
0.07%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$20.42 - $25.3 $66,732 - $82,680
-3,268 Reduced 2.86%
111,184 $2.81 Million
Q1 2025

May 15, 2025
SELL
$23.16 - $27.04 $53,939 - $62,976
-2,329 Reduced 1.99%
114,452 $2.68 Million
Q4 2024

Feb 11, 2025
BUY
$25.33 - $51.16 $1.54 Million - $3.12 Million
60,911 Added 109.02%
116,781 $3.02 Million
Q3 2024

Nov 06, 2024
BUY
$46.9 - $51.96 $83,763 - $92,800
1,786 Added 3.3%
55,870 $2.88 Million
Q2 2024

Jul 25, 2024
BUY
$45.24 - $49.04 $2.45 Million - $2.65 Million
54,084 New
54,084 $2.57 Million
Q4 2018

Feb 01, 2019
SELL
N/A
-1,477 Closed
0 $0
Q3 2018

Oct 18, 2018
SELL
N/A
-1,593 Reduced 51.89%
1,477 $112,000
Q2 2018

Jul 24, 2018
SELL
N/A
-13,149 Reduced 81.07%
3,070 $226,000
Q1 2018

Apr 16, 2018
BUY
N/A
368 Added 2.32%
16,219 $1.12 Million
Q4 2017

Feb 02, 2018
BUY
N/A
351 Added 2.26%
15,851 $1.11 Million
Q3 2017

Nov 07, 2017
BUY
N/A
227 Added 1.49%
15,500 $1.04 Million
Q2 2017

Aug 14, 2017
BUY
N/A
15,273
15,273 $976,000

Others Institutions Holding SCHA

# of Institutions
1,268
Shares Held
255M
Call Options Held
58.5K
Put Options Held
4.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
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More about SCHA
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