Trellis Wealth Advisors LLC Schwab Strategic Tr Us Small C Transaction History

Trellis Wealth Advisors LLC

  • $199 Billion
  • Q4 2024

A detailed history of Trellis Wealth Advisors LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Trellis Wealth Advisors LLC holds 17,416 shares of SCHA stock, worth $466,574. This represents 0.23% of its overall portfolio holdings.

Number of Shares
17,416
Previous 8,708 100.0%
Holding current value
$466,574
Previous $448 Million 0.43%
% of portfolio
0.23%
Previous 0.22%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$25.33 - $51.16 $220,573 - $445,501
8,708 Added 100.0%
17,416 $450 Million
Q2 2023

Aug 10, 2023
BUY
$39.91 - $43.82 $347,536 - $381,584
8,708 New
8,708 $381 Million

Others Institutions Holding SCHA

# of Institutions
1,237
Shares Held
271M
Call Options Held
66.4K
Put Options Held
2.7K
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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