A detailed history of Abound Wealth Management transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Abound Wealth Management holds 33,175 shares of SCHA stock, worth $869,516. This represents 0.57% of its overall portfolio holdings.

Number of Shares
33,175
Previous 32,999 0.53%
Holding current value
$869,516
Previous $1.57 Billion 9.11%
% of portfolio
0.57%
Previous 0.58%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$46.9 - $51.96 $8,254 - $9,144
176 Added 0.53%
33,175 $1.71 Billion
Q2 2024

Aug 09, 2024

SELL
$45.24 - $49.04 $28,139 - $30,502
-622 Reduced 1.85%
32,999 $1.57 Billion
Q1 2024

Aug 08, 2024

BUY
$44.84 - $49.24 $41,790 - $45,891
932 Added 2.85%
33,621 $1.66 Billion
Q4 2023

Aug 08, 2024

BUY
$38.13 - $48.02 $257,758 - $324,615
6,760 Added 26.07%
32,689 $1.54 Billion
Q3 2023

Aug 08, 2024

BUY
$40.85 - $46.1 $15,237 - $17,195
373 Added 1.46%
25,929 $1.07 Billion
Q2 2023

Aug 08, 2024

SELL
$39.91 - $43.82 $3,791 - $4,162
-95 Reduced 0.37%
25,556 $1.12 Billion
Q1 2023

Aug 07, 2024

BUY
$39.82 - $46.36 $1.02 Million - $1.19 Million
25,651 New
25,651 $1.08 Billion
Q4 2022

Aug 07, 2024

BUY
$38.25 - $43.54 $6,655 - $7,575
174 Added 0.7%
25,092 $1.02 Billion
Q3 2022

Aug 07, 2024

SELL
$37.65 - $45.9 $27,597 - $33,644
-733 Reduced 2.86%
24,918 $942 Million
Q2 2022

Aug 12, 2024

SELL
$37.88 - $48.01 $217,355 - $275,481
-5,738 Reduced 17.39%
27,261 $1.06 Billion
Q1 2022

Aug 12, 2024

BUY
$44.42 - $51.73 $563,334 - $656,039
12,682 Added 98.08%
25,612 $1.21 Billion
Q4 2021

Aug 12, 2024

SELL
$48.64 - $55.07 $976,156 - $1.11 Million
-20,069 Reduced 60.82%
12,930 $1.32 Billion

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Abound Wealth Management Portfolio

Follow Abound Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Abound Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Abound Wealth Management with notifications on news.