Bedel Financial Consulting, Inc. Schwab Strategic Tr Us Small C Transaction History

Bedel Financial Consulting, Inc.

$716 Million
Q3 2024

A detailed history of Bedel Financial Consulting, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Bedel Financial Consulting, Inc. holds 7,294 shares of SCHA stock, worth $203,210. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,294

Previous 7,283 0.15%

Holding current value

$203,210

Previous $345,000 8.7%

% of portfolio

0.05%

Previous 0.05%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$46.9 - $51.96 $515 - $571	11 Added 0.15%	7,294 $375,000
Q2 2024 Aug 05, 2024	SELL	$45.24 - $49.04 $12,938 - $14,025	-286 Reduced 3.78%	7,283 $345,000
Q1 2024 May 07, 2024	BUY	$44.84 - $49.24 $12,958 - $14,230	289 Added 3.97%	7,569 $372,000
Q4 2023 Feb 08, 2024	SELL	$38.13 - $48.02 $10,562 - $13,301	-277 Reduced 3.67%	7,280 $343,000
Q3 2023 Feb 08, 2024	BUY	$40.85 - $46.1 $980 - $1,106	24 Added 0.32%	7,557 $313,000
Q2 2023 Aug 10, 2023	BUY	$39.91 - $43.82 $7,782 - $8,544	195 Added 2.66%	7,533 $329,000
Q1 2023 May 02, 2023	BUY	$39.82 - $46.36 $199 - $231	5 Added 0.07%	7,338 $307,000
Q4 2022 Feb 07, 2023	SELL	$38.25 - $43.54 $7,420 - $8,446	-194 Reduced 2.58%	7,333 $297,000
Q3 2022 Nov 08, 2022	BUY	$37.65 - $45.9 $27,108 - $33,048	720 Added 10.58%	7,527 $309,000
Q2 2022 Aug 04, 2022	BUY	$37.88 - $48.01 $113 - $144	3 Added 0.04%	6,807 $265,000
Q1 2022 Apr 19, 2022	BUY	$44.42 - $51.73 $151,161 - $176,037	3,403 Added 100.06%	6,804 $322,000
Q4 2021 Jan 11, 2022	SELL	$48.64 - $55.07 $389 - $440	-8 Reduced 0.23%	3,401 $348,000
Q3 2021 Oct 12, 2021	SELL	$48.3 - $52.49 $4,685 - $5,091	-97 Reduced 2.77%	3,409 $341,000
Q2 2021 Aug 03, 2021	SELL	$48.39 - $52.91 $5,468 - $5,978	-113 Reduced 3.12%	3,506 $365,000
Q1 2021 Apr 26, 2021	BUY	$43.89 - $52.63 $65,571 - $78,629	1,494 Added 70.31%	3,619 $361,000
Q3 2020 Oct 20, 2020	BUY	$32.09 - $36.38 $32 - $36	1 Added 0.05%	2,125 $145,000
Q2 2020 Jul 14, 2020	SELL	$23.59 - $35.22 $2,783 - $4,155	-118 Reduced 5.26%	2,124 $139,000
Q1 2020 May 06, 2020	BUY	$22.29 - $38.7 $22 - $38	1 Added 0.04%	2,242 $116,000
Q4 2019 Jan 28, 2020	BUY	$33.63 - $38.03 $2,253 - $2,548	67 Added 3.08%	2,241 $170,000
Q3 2019 Oct 09, 2019	BUY	$34.78 - $36.12 $34 - $36	1 Added 0.05%	2,174 $152,000
Q1 2019 May 02, 2019	BUY	N/A	121 Added 5.9%	2,173 $152,000
Q4 2018 Jan 28, 2019	BUY	N/A	1 Added 0.05%	2,052 $125,000
Q3 2018 Nov 01, 2018	SELL	N/A	-59 Reduced 2.8%	2,051 $147,000
Q2 2018 Jul 18, 2018	BUY	N/A	237 Added 12.65%	2,110 $155,000
Q1 2018 May 03, 2018	BUY	N/A	1,873 New	1,873 $129,000

Others Institutions Holding SCHA

# of Institutions

1,144

Shares Held

146M

Call Options Held

55.6K

Put Options Held

7.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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Bedel Financial Consulting, Inc. Schwab Strategic Tr Us Small C Transaction History