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 (SCHV). 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 | REDUCED | 1,063,270 | -34,344 | -3.1% | 7.72% | $31.5M | $29.61 |
| 2025 Q3 | REDUCED | 1,097,614 | -12,847 | -1.2% | 7.91% | $32.0M | $28.95 |
| 2025 Q2 | ADDED | 1,110,461 | +4,483 | +0.4% | 8.24% | $30.7M | $27.38 |
| 2025 Q1 | REDUCED | 1,105,978 | -172,198 | -13.5% | 9.58% | $29.4M | $26.16 |
| 2024 Q4 | REDUCED | 1,278,176 | -32,756 | -2.5% | 11.12% | $34.6M | $25.52 |
| 2024 Q3 | ADDED | 1,310,932 | +866,045 | +194.7% | 11.69% | $35.1M | $26.07 |
| 2024 Q2 | REDUCED | 444,887 | -9,039 | -2.0% | 12.86% | $32.9M | $23.90 |
| 2024 Q1 | ADDED | 453,926 | +24,524 | +5.7% | 14.02% | $34.5M | $24.37 |
| 2023 Q4 | INITIATED | 429,402 | — | — | 15.43% | $30.1M | — |
As of 2025 Q4 — sorted by position size