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

Fin Dec Wealth Services, Inc.

$172 Billion
Q3 2024

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 18,027 shares of SCHA stock, worth $502,232. This represents 0.54% of its overall portfolio holdings.

Number of Shares

18,027

Previous 17,929 0.55%

Holding current value

$502,232

Previous $851 Million 9.13%

% of portfolio

0.54%

Previous 0.54%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,147

Shares Held

147M

Call Options Held

55.6K

Put Options Held

7.8K

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 Fin Dec Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fin Dec Wealth Services, Inc. with notifications on news.

Account

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