Dodds Wealth, LLC Schwab Strategic Tr Us Small C Transaction History

Dodds Wealth, LLC

$307 Billion
Q1 2025

A detailed history of Dodds Wealth, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Dodds Wealth, LLC holds 261,356 shares of SCHA stock, worth $5.97 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares

261,356

Previous 243,378 7.39%

Holding current value

$5.97 Million

Previous $6.54 Billion 6.43%

% of portfolio

2.0%

Previous 2.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$23.16 - $27.04 $416,370 - $486,125	17,978 Added 7.39%	261,356 $6.12 Billion
Q4 2024 Jan 28, 2025	BUY	$25.33 - $51.16 $212,696 - $429,590	8,397 Added 3.57%	243,378 $6.54 Billion
Q3 2024 Oct 25, 2024	BUY	$46.9 - $51.96 $5.64 Million - $6.25 Million	120,268 Added 104.84%	234,981 $5.96 Billion
Q2 2024 Jul 25, 2024	BUY	$45.24 - $49.04 $209,325 - $226,908	4,627 Added 4.2%	114,713 $5.39 Billion
Q1 2024 May 24, 2024	BUY	$44.84 - $49.24 $838,373 - $920,640	18,697 Added 20.46%	110,086 $5.42 Billion
Q4 2023 Feb 12, 2024	BUY	$38.13 - $48.02 $3.48 Million - $4.39 Million	91,389 New	91,389 $4.32 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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