Dhjj Financial Advisors, Ltd. Schwab Strategic Tr Us Small C Transaction History

Dhjj Financial Advisors, Ltd.

$204 Million
Q1 2024

A detailed history of Dhjj Financial Advisors, Ltd. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Dhjj Financial Advisors, Ltd. holds 69,351 shares of SCHA stock, worth $3.26 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares

69,351

Previous 71,576 3.11%

Holding current value

$3.26 Million

Previous $3.38 Million 0.98%

% of portfolio

1.67%

Previous 1.7%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 11, 2024	SELL	$44.84 - $49.24 $99,769 - $109,559	-2,225 Reduced 3.11%	69,351 $3.41 Million
Q4 2023 Jan 29, 2024	SELL	$38.13 - $48.02 $46,938 - $59,112	-1,231 Reduced 1.69%	71,576 $3.38 Million
Q3 2023 Oct 10, 2023	BUY	$40.85 - $46.1 $53,227 - $60,068	1,303 Added 1.82%	72,807 $3.02 Million
Q2 2023 Jul 28, 2023	BUY	$39.91 - $43.82 $195,878 - $215,068	4,908 Added 7.37%	71,504 $3.13 Million
Q1 2023 May 02, 2023	BUY	$39.82 - $46.36 $150,201 - $174,869	3,772 Added 6.0%	66,596 $2.79 Million

Q4 2022 Feb 03, 2023	SELL	$39.61 - $43.54 $509,543 - $560,098	-12,864 Reduced 17.0%	62,824 $2.55 Million
Q3 2022 Nov 14, 2022	BUY	N/A	554 Added 0.74%	75,688 $2.86 Million
Q2 2022 Aug 04, 2022	BUY	N/A	2,521 Added 3.47%	75,134 $2.94 Million
Q1 2022 May 12, 2022	BUY	N/A	38,655 Added 113.83%	72,613 $3.48 Million
Q4 2021 Jan 21, 2022	BUY	N/A	2,136 Added 6.71%	33,958 $3.48 Million
Q3 2021 Nov 01, 2021	BUY	N/A	1,818 Added 6.06%	31,822 $3.19 Million
Q2 2021 Aug 05, 2021	BUY	N/A	1,309 Added 4.56%	30,004 $3.11 Million
Q1 2021 May 05, 2021	BUY	N/A	840 Added 3.02%	28,695 $2.86 Million
Q4 2020 Feb 16, 2021	BUY	N/A	27,855 New	27,855 $2.48 Million

Others Institutions Holding SCHA

# of Institutions

1,105

Shares Held

225M

Call Options Held

56K

Put Options Held

25.6K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Dhjj Financial Advisors, Ltd. Schwab Strategic Tr Us Small C Transaction History