Campbell Wealth Management Schwab Strategic Tr Us Small C Transaction History

Campbell Wealth Management

$1.11 Billion
Q4 2024

A detailed history of Campbell Wealth Management transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Campbell Wealth Management holds 153,540 shares of SCHA stock, worth $4.05 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

153,540

Previous 69,691 120.32%

Holding current value

$4.05 Million

Previous $3.59 Million 10.64%

% of portfolio

0.36%

Previous 0.32%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$25.33 - $51.16 $2.12 Million - $4.29 Million	83,849 Added 120.32%	153,540 $3.97 Million
Q3 2024 Oct 28, 2024	BUY	$46.9 - $51.96 $3.27 Million - $3.62 Million	69,691 New	69,691 $3.59 Million
Q1 2024 May 09, 2024	BUY	$44.84 - $49.24 $876,308 - $962,297	19,543 Added 57.94%	53,272 $2.62 Million
Q4 2023 Feb 08, 2024	BUY	$38.13 - $48.02 $154,540 - $194,625	4,053 Added 13.66%	33,729 $1.59 Million
Q3 2023 Nov 13, 2023	BUY	$40.85 - $46.1 $25,286 - $28,535	619 Added 2.13%	29,676 $1.23 Million
Q2 2023 Jul 31, 2023	BUY	$39.91 - $43.82 $1.16 Million - $1.27 Million	29,057 New	29,057 $1.27 Million
Q1 2023 May 08, 2023	SELL	$39.82 - $46.36 $43,403 - $50,532	-1,090 Reduced 3.59%	29,272 $1.23 Million
Q4 2022 Jan 10, 2023	BUY	$38.25 - $43.54 $39,053 - $44,454	1,021 Added 3.48%	30,362 $1.23 Million
Q3 2022 Oct 11, 2022	BUY	$37.65 - $45.9 $460,308 - $561,173	12,226 Added 71.43%	29,341 $1.11 Million
Q2 2022 Aug 02, 2022	BUY	$37.88 - $48.01 $97,200 - $123,193	2,566 Added 17.64%	17,115 $667,000
Q1 2022 May 18, 2022	BUY	$44.42 - $51.73 $309,918 - $360,920	6,977 Added 92.14%	14,549 $689,000
Q4 2021 Jan 27, 2022	BUY	$48.64 - $55.07 $368,302 - $416,990	7,572 New	7,572 $775,000
Q3 2021 Dec 22, 2022	SELL	$48.3 - $52.49 $1.1 Million - $1.19 Million	-22,734 Reduced 77.48%	6,607 $661,000
Q3 2021 Oct 25, 2021	SELL	$48.3 - $52.49 $275,020 - $298,878	-5,694 Closed	0 $0
Q2 2021 Jul 21, 2021	SELL	$48.39 - $52.91 $822 - $899	-17 Reduced 0.3%	5,694 $593,000
Q1 2021 Apr 30, 2021	BUY	$43.89 - $52.63 $5,047 - $6,052	115 Added 2.06%	5,711 $569,000
Q4 2020 Jan 19, 2021	SELL	$34.66 - $45.17 $7,625 - $9,937	-220 Reduced 3.78%	5,596 $498,000
Q3 2020 Nov 02, 2020	BUY	$32.09 - $36.38 $10,525 - $11,932	328 Added 5.98%	5,816 $397,000
Q2 2020 Jul 23, 2020	BUY	$23.59 - $35.22 $9,058 - $13,524	384 Added 7.52%	5,488 $359,000
Q1 2020 Apr 17, 2020	BUY	$22.29 - $38.7 $32,431 - $56,308	1,455 Added 39.87%	5,104 $263,000
Q4 2019 Jan 15, 2020	SELL	$33.63 - $38.03 $5,616 - $6,351	-167 Reduced 4.38%	3,649 $276,000
Q3 2019 Oct 07, 2019	BUY	$34.78 - $36.12 $132,720 - $137,833	3,816 New	3,816 $266,000

Others Institutions Holding SCHA

# of Institutions

1,271

Shares Held

251M

Call Options Held

58.5K

Put Options Held

4.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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Campbell Wealth Management Schwab Strategic Tr Us Small C Transaction History