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 $249,578. This represents 0.29% of its overall portfolio holdings.

Number of Shares

9,344

Previous 4,672 100.0%

Holding current value

$249,578

Previous $240,000 0.42%

% of portfolio

0.29%

Previous 0.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,165

Shares Held

187M

Call Options Held

55.6K

Put Options Held

7.8K

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About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Wedgewood Investors Inc Schwab Strategic Tr Us Small C Transaction History