Transform Wealth, LLC Schwab Strategic Tr Us Small C Transaction History

Transform Wealth, LLC

$1.6 Billion
Q1 2025

A detailed history of Transform Wealth, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Transform Wealth, LLC holds 86,167 shares of SCHA stock, worth $2.1 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

86,167

Previous 94,033 8.37%

Holding current value

$2.1 Million

Previous $2.43 Million 16.78%

% of portfolio

0.13%

Previous 0.14%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$23.16 - $27.04 $182,176 - $212,696	-7,866 Reduced 8.37%	86,167 $2.02 Million
Q4 2024 Jan 16, 2025	BUY	$25.33 - $51.16 $1.18 Million - $2.38 Million	46,500 Added 97.83%	94,033 $2.43 Million
Q3 2024 Oct 15, 2024	SELL	$46.9 - $51.96 $71,944 - $79,706	-1,534 Reduced 3.13%	47,533 $2.45 Million
Q2 2024 Jul 15, 2024	BUY	$45.24 - $49.04 $376,215 - $407,816	8,316 Added 20.41%	49,067 $2.33 Million
Q1 2024 Apr 15, 2024	BUY	$44.84 - $49.24 $158,823 - $174,408	3,542 Added 9.52%	40,751 $2.01 Million
Q4 2023 Jan 18, 2024	SELL	$38.13 - $48.02 $940,400 - $1.18 Million	-24,663 Reduced 39.86%	37,209 $1.76 Million
Q3 2023 Oct 10, 2023	SELL	$40.85 - $46.1 $2.59 Million - $2.93 Million	-63,453 Reduced 50.63%	61,872 $2.56 Million
Q2 2023 Jul 13, 2023	SELL	$39.91 - $43.82 $22,788 - $25,021	-571 Reduced 0.45%	125,325 $5.49 Million
Q1 2023 Apr 14, 2023	BUY	$39.82 - $46.36 $2.57 Million - $2.99 Million	64,592 Added 105.36%	125,896 $5.28 Million
Q4 2022 Jan 12, 2023	BUY	$38.25 - $43.54 $2.34 Million - $2.67 Million	61,304 New	61,304 $0

Others Institutions Holding SCHA

# of Institutions

1,256

Shares Held

245M

Call Options Held

58.5K

Put Options Held

4.8K

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About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Transform Wealth, LLC Schwab Strategic Tr Us Small C Transaction History