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 69,691 shares of SCHA stock, worth $1.81 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
69,691
Holding current value
$1.81 Million
% of portfolio
0.32%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US SMALL-C


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