Ownership history in Dodds Wealth, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Dodds Wealth, LLC reported a position in SCHWAB STRATEGIC TR (SCHB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 984,749 | +52,623 | +5.6% | 6.33% | $25.8M | $26.23 |
| 2025 Q3 | ADDED | 932,126 | +55,169 | +6.3% | 5.94% | $24.0M | $25.63 |
| 2025 Q2 | ADDED | 876,957 | +16,274 | +1.9% | 5.60% | $20.9M | $23.69 |
| 2025 Q1 | ADDED | 860,683 | +108,673 | +14.5% | 6.04% | $18.5M | $21.34 |
| 2024 Q4 | ADDED | 752,010 | +66,582 | +9.7% | 5.69% | $17.7M | $22.43 |
| 2024 Q3 | ADDED | 685,428 | +467,337 | +214.3% | 5.08% | $15.2M | $21.83 |
| 2024 Q2 | ADDED | 218,091 | +33,504 | +18.2% | 5.45% | $14.0M | $20.57 |
| 2024 Q1 | ADDED | 184,587 | +34,440 | +22.9% | 4.58% | $11.3M | $19.91 |
| 2023 Q4 | INITIATED | 150,147 | — | — | 4.28% | $8.4M | — |
As of 2025 Q4 — sorted by position size