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

Domani Wealth, LLC

$431 Million
Q1 2023

A detailed history of Domani Wealth, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Domani Wealth, LLC holds 45,668 shares of SCHA stock, worth $1.12 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

45,668

Previous 45,668 -0.0%

Holding current value

$1.12 Million

Previous $1.85 Million 3.46%

% of portfolio

0.44%

Previous 0.46%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 18, 2022	SELL	$37.65 - $45.9 $103,688 - $126,408	-2,754 Reduced 5.69%	45,668 $1.73 Million
Q1 2022 Apr 15, 2022	BUY	$44.42 - $51.73 $1.06 Million - $1.24 Million	23,941 Added 97.79%	48,422 $2.29 Million
Q4 2021 Jan 18, 2022	SELL	$48.64 - $55.07 $124,907 - $141,419	-2,568 Reduced 9.49%	24,481 $2.51 Million
Q2 2021 Jul 22, 2021	SELL	$48.39 - $52.91 $70,117 - $76,666	-1,449 Reduced 5.08%	27,049 $2.82 Million
Q1 2021 Apr 12, 2021	SELL	$43.89 - $52.63 $19,048 - $22,841	-434 Reduced 1.5%	28,498 $2.84 Million
Q4 2020 Jan 21, 2021	SELL	$34.66 - $45.17 $18,508 - $24,120	-534 Reduced 1.81%	28,932 $2.58 Million
Q3 2020 Oct 13, 2020	SELL	$32.09 - $36.38 $449 - $509	-14 Reduced 0.05%	29,466 $2.01 Million
Q2 2020 Jul 24, 2020	BUY	$23.59 - $35.22 $410,112 - $612,299	17,385 Added 143.74%	29,480 $1.93 Million
Q1 2020 Apr 10, 2020	SELL	$22.29 - $38.7 $2.61 Million - $4.54 Million	-117,279 Reduced 90.65%	12,095 $623,000
Q4 2019 Jan 27, 2020	BUY	$33.63 - $38.03 $353,451 - $399,695	10,510 Added 8.84%	129,374 $9.79 Million
Q3 2019 Oct 11, 2019	BUY	$34.78 - $36.12 $24,380 - $25,320	701 Added 0.59%	118,864 $8.29 Million
Q2 2019 Jul 17, 2019	BUY	N/A	60 Added 0.05%	118,163 $8.45 Million
Q1 2019 Apr 24, 2019	BUY	N/A	2,392 Added 2.07%	118,103 $8.26 Million
Q4 2018 Jan 25, 2019	BUY	N/A	115,711 New	115,711 $7.02 Million

Others Institutions Holding SCHA

# of Institutions

1,248

Shares Held

272M

Call Options Held

66.4K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Domani Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Domani Wealth, LLC with notifications on news.

Account

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