Whipplewood Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025

A detailed history of Whipplewood Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 10,198 shares of SCHA stock, worth $262,802. This represents 0.14% of its overall portfolio holdings.

Number of Shares
10,198
Previous 65,913 84.53%
Holding current value
$262,802
Previous $216 Million 19.62%
% of portfolio
0.14%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
SELL
$20.42 - $25.3 $1.14 Million - $1.41 Million
-55,715 Reduced 84.53%
10,198 $258 Million
Q1 2025

Apr 09, 2025
BUY
$23.16 - $27.04 $1.31 Million - $1.53 Million
56,638 Added 610.65%
65,913 $216 Million
Q4 2024

Feb 04, 2025
BUY
$25.33 - $51.16 $234,935 - $474,508
9,275 New
9,275 $240 Million

Others Institutions Holding SCHA

# of Institutions
1,268
Shares Held
255M
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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