A detailed history of Fin Dec Wealth Services, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 17,929 shares of SCHA stock, worth $492,868. This represents 0.54% of its overall portfolio holdings.

Number of Shares
17,929
Previous 18,355 2.32%
Holding current value
$492,868
Previous $904 Million 5.87%
% of portfolio
0.54%
Previous 0.57%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

SELL
$45.24 - $49.04 $19,272 - $20,891
-426 Reduced 2.32%
17,929 $851 Million
Q1 2024

May 13, 2024

SELL
$44.84 - $49.24 $1,255 - $1,378
-28 Reduced 0.15%
18,355 $904 Million
Q4 2023

Feb 07, 2024

BUY
$38.13 - $48.02 $393,501 - $495,566
10,320 Added 127.99%
18,383 $868 Million
Q3 2023

Oct 19, 2023

SELL
$40.85 - $46.1 $19,608 - $22,128
-480 Reduced 5.62%
8,063 $334 Million
Q2 2023

Jul 19, 2023

BUY
$39.91 - $43.82 $14,527 - $15,950
364 Added 4.45%
8,543 $374 Million
Q1 2023

May 10, 2023

SELL
$39.82 - $46.36 $55,867 - $65,043
-1,403 Reduced 14.64%
8,179 $343 Million
Q4 2022

Jan 25, 2023

BUY
$38.25 - $43.54 $366,511 - $417,200
9,582 New
9,582 $388 Million

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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