Bond & Devick Financial Network, Inc. Schwab Strategic Tr Us Small C Transaction History

Bond & Devick Financial Network, Inc.

$230 Million
Q3 2024

A detailed history of Bond & Devick Financial Network, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Bond & Devick Financial Network, Inc. holds 15,561 shares of SCHA stock, worth $406,764. This represents 0.35% of its overall portfolio holdings.

Number of Shares

15,561

Previous 15,561 -0.0%

Holding current value

$406,764

Previous $738,000 8.54%

% of portfolio

0.35%

Previous 0.4%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 10, 2024	BUY	$38.13 - $48.02 $47,700 - $60,073	1,251 Added 8.74%	15,561 $735,000
Q4 2022 Jan 17, 2023	BUY	$38.25 - $43.54 $19,125 - $21,770	500 Added 3.62%	14,310 $0
Q1 2022 Apr 26, 2022	BUY	$44.42 - $51.73 $306,720 - $357,195	6,905 Added 100.0%	13,810 $654,000
Q3 2021 Oct 13, 2021	SELL	$48.3 - $52.49 $9,660 - $10,498	-200 Reduced 2.81%	6,905 $691,000
Q1 2021 Apr 30, 2021	BUY	$43.89 - $52.63 $4,389 - $5,263	100 Added 1.43%	7,105 $708,000
Q4 2020 Feb 04, 2021	BUY	$34.66 - $45.17 $242,793 - $316,415	7,005 New	7,005 $623,000

Others Institutions Holding SCHA

# of Institutions

1,129

Shares Held

234M

Call Options Held

44.7K

Put Options Held

32.4K

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 Bond & Devick Financial Network, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bond & Devick Financial Network, Inc. with notifications on news.

Account

Bond & Devick Financial Network, Inc. Schwab Strategic Tr Us Small C Transaction History