Dodds Wealth, LLC SCHA Holdings History
Dodds Wealth, LLC's Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-03-31, Dodds Wealth, LLC held 261,356.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $6.12 Mil. This investment constitutes 2% of their stock portfolio, and Dodds Wealth, LLC now holds 0.04% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2023Q4. And since then Dodds Wealth, LLC has made 4 purchases of SCHA, at an average price of $29.16, for a total of 487,940.00 shares. In addition, there have been 1 sales at an average price of $26.63 for 226,584.00 shares. Based on historical transaction data and SCHA's current price of $26.08, Dodds Wealth, LLC's estimated gain on his SCHA holdings is $-1.38 Mil, reflecting a -9.67% gain to date.
Dodds Wealth, LLC SCHA ($26.08) Holding Chart
Dodds Wealth, LLC SCHA ($26.08) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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