Fin Dec Wealth Services, Inc. Schwab Strategic Tr Us Small C Transaction History

Fin Dec Wealth Services, Inc.

$101 Billion
Q1 2025

A detailed history of Fin Dec Wealth Services, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 9,577 shares of SCHA stock, worth $231,380. This represents 0.22% of its overall portfolio holdings.

Number of Shares

9,577

Previous 15,400 37.81%

Holding current value

$231,380

Previous $398 Million 43.66%

% of portfolio

0.22%

Previous 0.28%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$23.16 - $27.04 $134,860 - $157,453	-5,823 Reduced 37.81%	9,577 $224 Million
Q4 2024 Feb 14, 2025	SELL	$25.33 - $51.16 $66,541 - $134,397	-2,627 Reduced 14.57%	15,400 $398 Million
Q3 2024 Nov 14, 2024	BUY	$46.9 - $51.96 $4,596 - $5,092	98 Added 0.55%	18,027 $928 Million
Q2 2024 Jul 17, 2024	SELL	$45.24 - $49.04 $19,272 - $20,891	-426 Reduced 2.32%	17,929 $851 Million
Q1 2024 May 13, 2024	SELL	$44.84 - $49.24 $1,255 - $1,378	-28 Reduced 0.15%	18,355 $904 Million
Q4 2023 Feb 07, 2024	BUY	$38.13 - $48.02 $393,501 - $495,566	10,320 Added 127.99%	18,383 $868 Million
Q3 2023 Oct 19, 2023	SELL	$40.85 - $46.1 $19,608 - $22,128	-480 Reduced 5.62%	8,063 $334 Million
Q2 2023 Jul 19, 2023	BUY	$39.91 - $43.82 $14,527 - $15,950	364 Added 4.45%	8,543 $374 Million
Q1 2023 May 10, 2023	SELL	$39.82 - $46.36 $55,867 - $65,043	-1,403 Reduced 14.64%	8,179 $343 Million
Q4 2022 Jan 25, 2023	BUY	$38.25 - $43.54 $366,511 - $417,200	9,582 New	9,582 $388 Million

Others Institutions Holding SCHA

# of Institutions

1,256

Shares Held

245M

Call Options Held

58.5K

Put Options Held

4.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Fin Dec Wealth Services, Inc. Schwab Strategic Tr Us Small C Transaction History