Dakota Wealth Management Schwab Strategic Tr Us Small C Transaction History

Dakota Wealth Management

  • $4.35 Billion
  • Q3 2024

A detailed history of Dakota Wealth Management transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Dakota Wealth Management holds 41,592 shares of SCHA stock, worth $1.09 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
41,592
Previous 41,676 0.2%
Holding current value
$1.09 Million
Previous $1.98 Million 8.3%
% of portfolio
0.05%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
SELL
$46.9 - $51.96 $3,939 - $4,364
-84 Reduced 0.2%
41,592 $2.14 Million
Q2 2024

Jul 19, 2024
SELL
$45.24 - $49.04 $264,654 - $286,884
-5,850 Reduced 12.31%
41,676 $1.98 Million
Q1 2024

Apr 24, 2024
BUY
$44.84 - $49.24 $119,902 - $131,667
2,674 Added 5.96%
47,526 $2.34 Million
Q4 2023

Jan 30, 2024
BUY
$38.13 - $48.02 $18,111 - $22,809
475 Added 1.07%
44,852 $2.12 Million
Q3 2023

Oct 23, 2023
BUY
$40.85 - $46.1 $900,783 - $1.02 Million
22,051 Added 98.77%
44,377 $1.84 Million
Q2 2023

Jul 31, 2023
BUY
$39.91 - $43.82 $619,961 - $680,699
15,534 Added 228.71%
22,326 $977,000
Q1 2023

Apr 14, 2023
BUY
$39.82 - $46.36 $39 - $46
1 Added 0.01%
6,792 $284,000
Q4 2022

Feb 07, 2023
BUY
$38.25 - $43.54 $17,136 - $19,505
448 Added 7.06%
6,791 $275,000
Q3 2022

Nov 10, 2022
BUY
$37.65 - $45.9 $75 - $91
2 Added 0.03%
6,343 $240,000
Q2 2022

Aug 05, 2022
SELL
$37.88 - $48.01 $10,417 - $13,202
-275 Reduced 4.16%
6,341 $247,000
Q1 2022

May 13, 2022
BUY
$44.42 - $51.73 $293,882 - $342,245
6,616 New
6,616 $313,000

Others Institutions Holding SCHA

# of Institutions
1,147
Shares Held
147M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Dakota Wealth Management Portfolio

Follow Dakota Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dakota Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Dakota Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email