Wedgewood Investors Inc Schwab Strategic Tr Us Small C Transaction History

Wedgewood Investors Inc

  • $83.1 Million
  • Q4 2024

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 9,344 shares of SCHA stock, worth $219,584. This represents 0.29% of its overall portfolio holdings.

Number of Shares
9,344
Previous 4,672 100.0%
Holding current value
$219,584
Previous $240,000 0.42%
% of portfolio
0.29%
Previous 0.27%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$25.33 - $51.16 $118,341 - $239,019
4,672 Added 100.0%
9,344 $241,000
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

# of Institutions
1,250
Shares Held
272M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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