Summit Financial Strategies, Inc. Schwab Strategic Tr Us Small C Transaction History

Summit Financial Strategies, Inc.

  • $1.08 Billion
  • Q3 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 998,798 shares of SCHA stock, worth $27.8 Million. This represents 2.59% of its overall portfolio holdings.

Number of Shares
998,798
Previous 1,030,250 3.05%
Holding current value
$27.8 Million
Previous $26.1 Million 6.91%
% of portfolio
2.59%
Previous 2.61%

Shares

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

Oct 22, 2025
SELL
$25.29 - $28.33 $795,421 - $891,035
-31,452 Reduced 3.05%
998,798 $27.9 Million
Q2 2025

Jul 17, 2025
SELL
$20.42 - $25.3 $556,730 - $689,779
-27,264 Reduced 2.58%
1,030,250 $26.1 Million
Q1 2025

May 12, 2025
SELL
$23.16 - $27.04 $850,713 - $993,233
-36,732 Reduced 3.36%
1,057,514 $24.8 Million
Q4 2024

Jan 22, 2025
BUY
$25.33 - $51.16 $13.7 Million - $27.7 Million
542,230 Added 98.23%
1,094,246 $28.3 Million
Q3 2024

Oct 16, 2024
BUY
$46.9 - $51.96 $1.49 Million - $1.65 Million
31,715 Added 6.1%
552,016 $28.4 Million
Q2 2024

Jul 19, 2024
BUY
$45.24 - $49.04 $1.08 Million - $1.18 Million
23,975 Added 4.83%
520,301 $24.7 Million
Q1 2024

May 09, 2024
BUY
$44.84 - $49.24 $744,702 - $817,777
16,608 Added 3.46%
496,326 $24.4 Million
Q4 2023

Feb 13, 2024
BUY
$38.13 - $48.02 $403,720 - $508,435
10,588 Added 2.26%
479,718 $22.7 Million
Q3 2023

Oct 24, 2023
BUY
$40.85 - $46.1 $354,659 - $400,240
8,682 Added 1.89%
469,130 $19.4 Million
Q2 2023

Jul 21, 2023
BUY
$39.91 - $43.82 $406,682 - $446,525
10,190 Added 2.26%
460,448 $20.2 Million
Q1 2023

Apr 21, 2023
BUY
$39.82 - $46.36 $562,895 - $655,344
14,136 Added 3.24%
450,258 $18.9 Million
Q4 2022

Jan 20, 2023
BUY
$38.25 - $43.54 $466,229 - $530,709
12,189 Added 2.88%
436,122 $0
Q3 2022

Oct 21, 2022
BUY
$37.65 - $45.9 $1.27 Million - $1.55 Million
33,810 Added 8.67%
423,933 $16 Million
Q2 2022

Jul 25, 2022
SELL
$37.88 - $48.01 $268,569 - $340,390
-7,090 Reduced 1.78%
390,123 $15.2 Million
Q1 2022

May 04, 2022
BUY
$44.42 - $51.73 $9.18 Million - $10.7 Million
206,700 Added 108.5%
397,213 $18.8 Million
Q4 2021

Feb 03, 2022
BUY
$48.64 - $55.07 $419,179 - $474,593
8,618 Added 4.74%
190,513 $19.5 Million
Q3 2021

Nov 10, 2021
BUY
$48.3 - $52.49 $515,505 - $560,225
10,673 Added 6.23%
181,895 $18.2 Million
Q2 2021

Aug 11, 2021
BUY
$48.39 - $52.91 $1.37 Million - $1.5 Million
28,338 Added 19.83%
171,222 $17.8 Million
Q1 2021

May 11, 2021
SELL
$43.89 - $52.63 $397,687 - $476,880
-9,061 Reduced 5.96%
142,884 $14.1 Million
Q4 2020

Feb 05, 2021
SELL
$34.66 - $45.17 $185,049 - $241,162
-5,339 Reduced 3.39%
151,945 $13.5 Million
Q3 2020

Nov 16, 2020
SELL
$32.09 - $36.38 $19,157 - $21,718
-597 Reduced 0.38%
157,284 $10.7 Million
Q2 2020

Jul 31, 2020
SELL
$23.59 - $35.22 $175,981 - $262,741
-7,460 Reduced 4.51%
157,881 $10.3 Million
Q1 2020

May 11, 2020
BUY
$22.29 - $38.7 $314,021 - $545,205
14,088 Added 9.31%
165,341 $8.52 Million
Q4 2019

Feb 11, 2020
BUY
$33.63 - $38.03 $120,933 - $136,755
3,596 Added 2.44%
151,253 $11.4 Million
Q3 2019

Nov 14, 2019
BUY
$34.78 - $36.12 $144,928 - $150,512
4,167 Added 2.9%
147,657 $10.3 Million
Q2 2019

Aug 08, 2019
BUY
N/A
7,592 Added 5.59%
143,490 $10.3 Million
Q1 2019

May 14, 2019
BUY
N/A
11,962 Added 9.65%
135,898 $9.5 Million
Q4 2018

Feb 06, 2019
BUY
N/A
4,369 Added 3.65%
123,936 $7.52 Million
Q3 2018

Nov 09, 2018
BUY
N/A
2,600 Added 2.22%
119,567 $9.11 Million
Q2 2018

Aug 06, 2018
BUY
N/A
3,916 Added 3.46%
116,967 $8.61 Million
Q1 2018

May 14, 2018
BUY
N/A
4,395 Added 4.04%
113,051 $7.82 Million
Q4 2017

Jan 29, 2018
BUY
N/A
3,567 Added 3.39%
108,656 $7.58 Million
Q3 2017

Nov 09, 2017
BUY
N/A
105,089
105,089 $7.08 Million

Others Institutions Holding SCHA

# of Institutions
1,293
Shares Held
257M
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
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