Strategic Financial Services, Inc.
Position in SCHA — Schwab U.S. Small-Cap ETF
CIK 1432539
UTICA, NY
All Filings in SCHA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 SCHA | $284,126 | 7,864 | Shares | Sole | 2026-08-24 | |
| 2024-09-30 SCHA | — | 3,932 | Shares | Sole | 2024-11-14 | |
| 2023-06-30 SCHA | — | 6,810 | Shares | Other | 2023-08-10 | |
| 2023-03-31 SCHA | — | 6,810 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 SCHA | — | 6,810 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 SCHA | — | 6,810 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 SCHA | — | 6,916 | Shares | Other | 2022-08-12 | |
| 2022-03-31 SCHA | — | 6,016 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 SCHA | — | 2,019 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 SCHA | — | 2,019 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 SCHA | — | 2,019 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 SCHA | — | 2,128 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||