Abound Wealth Management Schwab Strategic Tr Us Small C Transaction History

Abound Wealth Management

$300 Billion
Q1 2025

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 72,451 shares of SCHA stock, worth $1.65 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

72,451

Previous 68,701 5.46%

Holding current value

$1.65 Million

Previous $1.78 Billion 4.45%

% of portfolio

0.57%

Previous 0.57%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$23.16 - $27.04 $86,850 - $101,400	3,750 Added 5.46%	72,451 $1.7 Billion
Q4 2024 Jan 13, 2025	BUY	$25.33 - $51.16 $899,873 - $1.82 Million	35,526 Added 107.09%	68,701 $1.78 Billion
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

# of Institutions

1,265

Shares Held

273M

Call Options Held

66.4K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Abound Wealth Management Schwab Strategic Tr Us Small C Transaction History