Dodds Wealth, LLC Schwab Strategic Tr Us Small C Transaction History

Dodds Wealth, LLC

$311 Billion
Q4 2024

A detailed history of Dodds Wealth, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Dodds Wealth, LLC holds 243,378 shares of SCHA stock, worth $6.47 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares

243,378

Previous 234,981 3.57%

Holding current value

$6.47 Million

Previous $5.96 Billion 9.87%

% of portfolio

2.1%

Previous 1.99%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$25.33 - $51.16 $212,696 - $429,590	8,397 Added 3.57%	243,378 $6.54 Billion
Q3 2024 Oct 25, 2024	BUY	$46.9 - $51.96 $5.64 Million - $6.25 Million	120,268 Added 104.84%	234,981 $5.96 Billion
Q2 2024 Jul 25, 2024	BUY	$45.24 - $49.04 $209,325 - $226,908	4,627 Added 4.2%	114,713 $5.39 Billion
Q1 2024 May 24, 2024	BUY	$44.84 - $49.24 $838,373 - $920,640	18,697 Added 20.46%	110,086 $5.42 Billion
Q4 2023 Feb 12, 2024	BUY	$38.13 - $48.02 $3.48 Million - $4.39 Million	91,389 New	91,389 $4.32 Billion

Others Institutions Holding SCHA

# of Institutions

1,237

Shares Held

271M

Call Options Held

66.4K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

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