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

Dodds Wealth, LLC

$311 Billion
Q4 2024

A detailed history of Dodds Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Dodds Wealth, LLC holds 1,278,176 shares of SCHV stock, worth $34.8 Million. This represents 11.12% of its overall portfolio holdings.

Number of Shares

1,278,176

Previous 1,310,932 2.5%

Holding current value

$34.8 Million

Previous $35.1 Billion 1.37%

% of portfolio

11.12%

Previous 11.69%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$25.79 - $80.4 $844,777 - $2.63 Million	-32,756 Reduced 2.5%	1,278,176 $34.6 Billion
Q3 2024 Oct 25, 2024	BUY	$73.43 - $80.37 $63.6 Million - $69.6 Million	866,045 Added 194.67%	1,310,932 $35.1 Billion
Q2 2024 Jul 25, 2024	SELL	$71.74 - $75.86 $648,457 - $685,698	-9,039 Reduced 1.99%	444,887 $32.9 Billion
Q1 2024 May 24, 2024	BUY	$68.82 - $75.98 $1.69 Million - $1.86 Million	24,524 Added 5.71%	453,926 $34.5 Billion
Q4 2023 Feb 12, 2024	BUY	$61.16 - $70.24 $26.3 Million - $30.2 Million	429,402 New	429,402 $30.1 Billion

Others Institutions Holding SCHV

# of Institutions

847

Shares Held

165M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

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