Wealth Group LTD Schwab Strategic Tr Us Small C Transaction History

Wealth Group LTD

$432 Billion
Q3 2025

A detailed history of Wealth Group LTD transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Wealth Group LTD holds 77,448 shares of SCHA stock, worth $2.12 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

77,448

Previous 79,017 1.99%

Holding current value

$2.12 Million

Previous $2 Billion 8.09%

% of portfolio

0.5%

Previous 0.51%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 08, 2025	SELL	$25.29 - $28.33 $39,680 - $44,449	-1,569 Reduced 1.99%	77,448 $2.16 Billion
Q2 2025 Jul 16, 2025	SELL	$20.42 - $25.3 $19,521 - $24,186	-956 Reduced 1.2%	79,017 $2 Billion
Q1 2025 Apr 10, 2025	SELL	$23.16 - $27.04 $29,830 - $34,827	-1,288 Reduced 1.59%	79,973 $1.87 Billion
Q4 2024 Jan 08, 2025	BUY	$25.33 - $51.16 $1.02 Million - $2.07 Million	40,390 Added 98.82%	81,261 $2.1 Billion
Q3 2024 Oct 08, 2024	SELL	$46.9 - $51.96 $14,116 - $15,639	-301 Reduced 0.73%	40,871 $2.1 Billion
Q2 2024 Jul 09, 2024	SELL	$45.24 - $49.04 $20,312 - $22,018	-449 Reduced 1.08%	41,172 $1.95 Billion
Q4 2023 Feb 07, 2024	BUY	$38.13 - $48.02 $1.59 Million - $2 Million	41,621 New	41,621 $1.9 Billion

Others Institutions Holding SCHA

# of Institutions

1,322

Shares Held

261M

Call Options Held

104K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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