Dodds Wealth, LLC Schwab Strategic Tr Us Small C Transaction History

Dodds Wealth, LLC

$300 Billion
Q3 2024

A detailed history of Dodds Wealth, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Dodds Wealth, LLC holds 234,981 shares of SCHA stock, worth $6.12 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares

234,981

Previous 114,713 104.84%

Holding current value

$6.12 Million

Previous $5.39 Billion 10.51%

% of portfolio

1.99%

Previous 2.1%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$46.9 - $51.96 $5.64 Million - $6.25 Million	120,268 Added 104.84%	234,981 $5.96 Billion
Q2 2024 Jul 25, 2024	BUY	$45.24 - $49.04 $209,325 - $226,908	4,627 Added 4.2%	114,713 $5.39 Billion
Q1 2024 May 24, 2024	BUY	$44.84 - $49.24 $838,373 - $920,640	18,697 Added 20.46%	110,086 $5.42 Billion
Q4 2023 Feb 12, 2024	BUY	$38.13 - $48.02 $3.48 Million - $4.39 Million	91,389 New	91,389 $4.32 Billion

Others Institutions Holding SCHA

# of Institutions

1,147

Shares Held

147M

Call Options Held

55.6K

Put Options Held

7.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

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