Stordahl Capital Management, Inc. Schwab Strategic Tr Us Small C Transaction History

Stordahl Capital Management, Inc.

$422 Million
Q4 2024

A detailed history of Stordahl Capital Management, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Stordahl Capital Management, Inc. holds 13,368 shares of SCHA stock, worth $357,059. This represents 0.08% of its overall portfolio holdings.

Number of Shares

13,368

Previous 6,414 108.42%

Holding current value

$357,059

Previous $330,000 4.55%

% of portfolio

0.08%

Previous 0.08%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$25.33 - $51.16 $176,144 - $355,766	6,954 Added 108.42%	13,368 $345,000
Q3 2024 Oct 08, 2024	BUY	$46.9 - $51.96 $140 - $155	3 Added 0.05%	6,414 $330,000
Q4 2023 Jan 17, 2024	BUY	$38.13 - $48.02 $244,451 - $307,856	6,411 New	6,411 $302,000
Q2 2023 Jul 21, 2023	BUY	$39.91 - $43.82 $189,133 - $207,662	4,739 New	4,739 $207,000
Q2 2022 Aug 04, 2022	SELL	$37.88 - $48.01 $180,687 - $229,007	-4,770 Closed	0 $0
Q1 2022 May 06, 2022	BUY	$44.42 - $51.73 $107,363 - $125,031	2,417 Added 102.72%	4,770 $226,000
Q4 2021 Feb 10, 2022	SELL	$48.64 - $55.07 $1,653 - $1,872	-34 Reduced 1.42%	2,353 $241,000
Q1 2021 Apr 30, 2021	SELL	$43.89 - $52.63 $26,685 - $31,999	-608 Reduced 20.3%	2,387 $238,000
Q3 2020 Nov 09, 2020	SELL	$32.09 - $36.38 $12,130 - $13,751	-378 Reduced 11.21%	2,995 $205,000
Q2 2020 Aug 07, 2020	SELL	$23.59 - $35.22 $180,888 - $270,066	-7,668 Reduced 69.45%	3,373 $220,000
Q1 2020 May 04, 2020	SELL	$22.29 - $38.7 $154,046 - $267,455	-6,911 Reduced 38.5%	11,041 $521,000
Q4 2019 Jan 16, 2020	BUY	$33.63 - $38.03 $874 - $988	26 Added 0.15%	17,952 $1.36 Million
Q2 2019 Jul 22, 2019	BUY	N/A	168 Added 0.95%	17,926 $1.29 Million
Q1 2019 May 13, 2019	BUY	N/A	4,784 Added 36.87%	17,758 $1.28 Million
Q4 2018 Feb 08, 2019	BUY	N/A	12,974 New	12,974 $787,000

Others Institutions Holding SCHA

# of Institutions

1,165

Shares Held

187M

Call Options Held

55.6K

Put Options Held

7.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Stordahl Capital Management, Inc. Schwab Strategic Tr Us Small C Transaction History