Dodds Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History

Dodds Wealth, LLC

  • $300 Billion
  • Q3 2024

A detailed history of Dodds Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Dodds Wealth, LLC holds 685,428 shares of SCHB stock, worth $15.9 Million. This represents 5.08% of its overall portfolio holdings.

Number of Shares
685,428
Previous 218,091 214.29%
Holding current value
$15.9 Million
Previous $14 Billion 9.06%
% of portfolio
5.08%
Previous 5.45%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$59.93 - $66.52 $28 Million - $31.1 Million
467,337 Added 214.29%
685,428 $15.2 Billion
Q2 2024

Jul 25, 2024
BUY
$57.57 - $63.3 $1.93 Million - $2.12 Million
33,504 Added 18.15%
218,091 $14 Billion
Q1 2024

May 24, 2024
BUY
$54.61 - $61.05 $1.88 Million - $2.1 Million
34,440 Added 22.94%
184,587 $11.3 Billion
Q4 2023

Feb 12, 2024
BUY
$47.61 - $55.91 $7.15 Million - $8.39 Million
150,147 New
150,147 $8.36 Billion

Others Institutions Holding SCHB

# of Institutions
1,182
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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