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 $911,980. This represents 0.57% of its overall portfolio holdings.

Number of Shares
33,175
Previous 32,999 0.53%
Holding current value
$911,980
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
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