A detailed history of Wedgewood Investors Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Wedgewood Investors Inc holds 4,672 shares of SCHA stock, worth $121,565. This represents 0.27% of its overall portfolio holdings.

Number of Shares
4,672
Previous 4,672 -0.0%
Holding current value
$121,565
Previous $221,000 8.6%
% of portfolio
0.27%
Previous 0.27%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 05, 2024

BUY
$38.13 - $48.02 $178,143 - $224,349
4,672 New
4,672 $220,000
Q2 2023

Aug 03, 2023

BUY
$39.91 - $43.82 $188,614 - $207,093
4,726 New
4,726 $206,000
Q2 2022

Jul 29, 2022

SELL
$37.88 - $48.01 $210,840 - $267,223
-5,566 Closed
0 $0
Q1 2022

May 03, 2022

BUY
$44.42 - $51.73 $123,620 - $143,964
2,783 Added 100.0%
5,566 $264,000
Q1 2021

Apr 28, 2021

BUY
$43.89 - $52.63 $263 - $315
6 Added 0.22%
2,783 $277,000
Q4 2020

Feb 04, 2021

BUY
$34.66 - $45.17 $96,250 - $125,437
2,777 New
2,777 $247,000

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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