Spectrum Wealth Counsel, LLC Schwab Strategic Tr Us Small C Transaction History

Spectrum Wealth Counsel, LLC

$833 Billion
Q1 2025

A detailed history of Spectrum Wealth Counsel, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Spectrum Wealth Counsel, LLC holds 140 shares of SCHA stock, worth $3,903. This represents 0.0% of its overall portfolio holdings.

Number of Shares

140

Previous 376 62.77%

Holding current value

$3,903

Previous $9.72 Million 66.26%

% of portfolio

0.0%

Previous 0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$23.16 - $27.04 $5,465 - $6,381	-236 Reduced 62.77%	140 $3.28 Million
Q4 2024 Feb 05, 2025	BUY	$25.33 - $51.16 $4,762 - $9,618	188 Added 100.0%	376 $9.72 Million
Q2 2024 Aug 08, 2024	SELL	$45.24 - $49.04 $55,192 - $59,828	-1,220 Reduced 86.65%	188 $8.92 Million
Q1 2024 May 06, 2024	SELL	$44.84 - $49.24 $256,574 - $281,751	-5,722 Reduced 80.25%	1,408 $69.3 Million
Q4 2023 Feb 14, 2024	BUY	$38.13 - $48.02 $271,866 - $342,382	7,130 New	7,130 $337 Million

Others Institutions Holding SCHA

# of Institutions

1,284

Shares Held

257M

Call Options Held

61.6K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

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

News

Stay updated on Spectrum Wealth Counsel, LLC with notifications on news.

Account

Spectrum Wealth Counsel, LLC Schwab Strategic Tr Us Small C Transaction History