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 9,304 shares of SCHA stock, worth $261,628. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,304
Previous 9,379 0.8%
Holding current value
$261,628
Previous $445,000 7.64%
% of portfolio
0.04%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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