Dhjj Financial Advisors, Ltd. Schwab Strategic Tr Us Small C Transaction History

Dhjj Financial Advisors, Ltd.

$229 Million
Q4 2024

A detailed history of Dhjj Financial Advisors, Ltd. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Dhjj Financial Advisors, Ltd. holds 132,425 shares of SCHA stock, worth $3.39 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares

132,425

Previous 68,028 94.66%

Holding current value

$3.39 Million

Previous $3.5 Million 2.26%

% of portfolio

1.5%

Previous 1.55%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$25.33 - $51.16 $1.63 Million - $3.29 Million	64,397 Added 94.66%	132,425 $3.42 Million
Q3 2024 Oct 22, 2024	BUY	$46.9 - $51.96 $21,574 - $23,901	460 Added 0.68%	68,028 $3.5 Million
Q2 2024 Jul 11, 2024	SELL	$45.24 - $49.04 $80,662 - $87,438	-1,783 Reduced 2.57%	67,568 $3.21 Million
Q1 2024 Apr 11, 2024	SELL	$44.84 - $49.24 $99,769 - $109,559	-2,225 Reduced 3.11%	69,351 $3.41 Million
Q4 2023 Jan 29, 2024	SELL	$38.13 - $48.02 $46,938 - $59,112	-1,231 Reduced 1.69%	71,576 $3.38 Million
Q3 2023 Oct 10, 2023	BUY	$40.85 - $46.1 $53,227 - $60,068	1,303 Added 1.82%	72,807 $3.02 Million
Q2 2023 Jul 28, 2023	BUY	$39.91 - $43.82 $195,878 - $215,068	4,908 Added 7.37%	71,504 $3.13 Million
Q1 2023 May 02, 2023	BUY	$39.82 - $46.36 $150,201 - $174,869	3,772 Added 6.0%	66,596 $2.79 Million
Q4 2022 Feb 03, 2023	SELL	$38.25 - $43.54 $492,048 - $560,098	-12,864 Reduced 17.0%	62,824 $2.55 Million
Q3 2022 Nov 14, 2022	BUY	$37.65 - $45.9 $20,858 - $25,428	554 Added 0.74%	75,688 $2.86 Million
Q2 2022 Aug 04, 2022	BUY	$37.88 - $48.01 $95,495 - $121,033	2,521 Added 3.47%	75,134 $2.94 Million
Q1 2022 May 12, 2022	BUY	$44.42 - $51.73 $1.72 Million - $2 Million	38,655 Added 113.83%	72,613 $3.48 Million
Q4 2021 Jan 21, 2022	BUY	$48.64 - $55.07 $103,895 - $117,629	2,136 Added 6.71%	33,958 $3.48 Million
Q3 2021 Nov 01, 2021	BUY	$48.3 - $52.49 $87,809 - $95,426	1,818 Added 6.06%	31,822 $3.19 Million
Q2 2021 Aug 05, 2021	BUY	$48.39 - $52.91 $63,342 - $69,259	1,309 Added 4.56%	30,004 $3.11 Million
Q1 2021 May 05, 2021	BUY	$43.89 - $52.63 $36,867 - $44,209	840 Added 3.02%	28,695 $2.86 Million
Q4 2020 Feb 16, 2021	BUY	$34.66 - $45.17 $965,454 - $1.26 Million	27,855 New	27,855 $2.48 Million

Others Institutions Holding SCHA

# of Institutions

1,242

Shares Held

272M

Call Options Held

66.4K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Dhjj Financial Advisors, Ltd. Schwab Strategic Tr Us Small C Transaction History