Dowling & Yahnke LLC Schwab Strategic Tr Us Small C Transaction History

Dowling & Yahnke LLC

  • $215 Million
  • Q3 2022

A detailed history of Dowling & Yahnke LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Dowling & Yahnke LLC holds 5,652 shares of SCHA stock, worth $149,325. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,652
Previous 5,790 2.38%
Holding current value
$149,325
Previous $226,000 5.31%
% of portfolio
0.1%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 02, 2022
SELL
$37.65 - $45.9 $5,195 - $6,334
-138 Reduced 2.38%
5,652 $214,000
Q2 2022

Aug 10, 2022
BUY
$37.88 - $48.01 $5,227 - $6,625
138 Added 2.44%
5,790 $226,000
Q1 2022

May 04, 2022
BUY
$44.42 - $51.73 $251,061 - $292,377
5,652 New
5,652 $268,000

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 Dowling & Yahnke LLC Portfolio

Follow Dowling & Yahnke LLC 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 Dowling & Yahnke LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dowling & Yahnke LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email