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

Dodds Wealth, LLC

$311 Billion
Q4 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 752,010 shares of SCHB stock, worth $16.1 Million. This represents 5.69% of its overall portfolio holdings.

Number of Shares

752,010

Previous 685,428 9.71%

Holding current value

$16.1 Million

Previous $15.2 Billion 16.23%

% of portfolio

5.69%

Previous 5.08%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$22.01 - $66.82 $1.47 Million - $4.45 Million	66,582 Added 9.71%	752,010 $17.7 Billion
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

1,265

Shares Held

422M

Call Options Held

365K

Put Options Held

32.6K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
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