Wiser Advisor Group LLC Schwab Strategic Tr Us Small C Transaction History

Wiser Advisor Group LLC

$67.7 Billion
Q1 2025

A detailed history of Wiser Advisor Group LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Wiser Advisor Group LLC holds 40,736 shares of SCHA stock, worth $984,181. This represents 1.41% of its overall portfolio holdings.

Number of Shares

40,736

Previous 42,132 3.31%

Holding current value

$984,181

Previous $1.09 Billion 12.4%

% of portfolio

1.41%

Previous 1.58%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$23.16 - $27.04 $32,331 - $37,747	-1,396 Reduced 3.31%	40,736 $954 Million
Q4 2024 Feb 05, 2025	BUY	$25.33 - $51.16 $536,160 - $1.08 Million	21,167 Added 100.96%	42,132 $1.09 Billion
Q3 2024 Nov 13, 2024	BUY	$46.9 - $51.96 $4,830 - $5,351	103 Added 0.49%	20,965 $1.08 Billion
Q2 2024 Aug 14, 2024	SELL	$45.24 - $49.04 $13,752 - $14,908	-304 Reduced 1.44%	20,862 $990 Million
Q1 2024 May 15, 2024	SELL	$44.84 - $49.24 $6,277 - $6,893	-140 Reduced 0.66%	21,166 $1.04 Billion
Q4 2023 Feb 12, 2024	BUY	$38.13 - $48.02 $812,397 - $1.02 Million	21,306 New	21,306 $1.01 Billion

Others Institutions Holding SCHA

# of Institutions

1,258

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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Wiser Advisor Group LLC Schwab Strategic Tr Us Small C Transaction History