Summit Financial Wealth Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Summit Financial Wealth Advisors, LLC

  • $495 Million
  • Q1 2025

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 59,781 shares of SCHA stock, worth $1.43 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
59,781
Previous 55,587 7.54%
Holding current value
$1.43 Million
Previous $1.44 Million 2.57%
% of portfolio
0.28%
Previous 0.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$23.16 - $27.04 $97,133 - $113,405
4,194 Added 7.54%
59,781 $1.4 Million
Q4 2024

Feb 13, 2025
BUY
$25.33 - $51.16 $1.04 Million - $2.09 Million
40,861 Added 277.48%
55,587 $1.44 Million
Q3 2024

Nov 13, 2024
BUY
$46.9 - $51.96 $387,628 - $429,449
8,265 Added 127.92%
14,726 $758,000
Q2 2024

Aug 12, 2024
BUY
$45.24 - $49.04 $78,219 - $84,790
1,729 Added 36.54%
6,461 $306,000
Q1 2024

May 02, 2024
BUY
$44.84 - $49.24 $212,182 - $233,003
4,732 New
4,732 $233,000

Others Institutions Holding SCHA

# of Institutions
1,256
Shares Held
247M
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
  • Sector ETFs
  • Industry ETFs
More about SCHA
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