Koss Olinger Consulting, LLC Schwab Strategic Tr Us Small C Transaction History

Koss Olinger Consulting, LLC

$1.14 Billion
Q4 2024

A detailed history of Koss Olinger Consulting, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Koss Olinger Consulting, LLC holds 18,540 shares of SCHA stock, worth $468,505. This represents 0.04% of its overall portfolio holdings.

Number of Shares

18,540

Previous 9,304 99.27%

Holding current value

$468,505

Previous $479,000 -0.0%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$25.33 - $51.16 $233,947 - $472,513	9,236 Added 99.27%	18,540 $479,000
Q3 2024 Oct 18, 2024	SELL	$46.9 - $51.96 $3,517 - $3,897	-75 Reduced 0.8%	9,304 $479,000
Q2 2024 Aug 06, 2024	BUY	$45.24 - $49.04 $424,305 - $459,946	9,379 New	9,379 $445,000
Q4 2023 Feb 13, 2024	SELL	$38.13 - $48.02 $161,747 - $203,700	-4,242 Reduced 25.3%	12,528 $591,000
Q3 2023 Oct 10, 2023	SELL	$40.85 - $46.1 $10,906 - $12,308	-267 Reduced 1.57%	16,770 $694,000
Q2 2023 Jul 28, 2023	SELL	$39.91 - $43.82 $598 - $657	-15 Reduced 0.09%	17,037 $746,000
Q1 2023 May 12, 2023	SELL	$39.82 - $46.36 $44,160 - $51,413	-1,109 Reduced 6.11%	17,052 $714,000
Q4 2022 Feb 13, 2023	BUY	$38.25 - $43.54 $694,658 - $790,729	18,161 New	18,161 $735,000

Others Institutions Holding SCHA

# of Institutions

1,248

Shares Held

272M

Call Options Held

66.4K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Koss Olinger Consulting, LLC Schwab Strategic Tr Us Small C Transaction History