Moller Financial Services Schwab Strategic Tr Us Small C Transaction History

Moller Financial Services

$380 Million
Q4 2024

A detailed history of Moller Financial Services transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Moller Financial Services holds 76,116 shares of SCHA stock, worth $2.03 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

76,116

Previous 42,555 78.86%

Holding current value

$2.03 Million

Previous $2.19 Million 10.18%

% of portfolio

0.52%

Previous 0.55%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 07, 2025	BUY	$25.33 - $51.16 $850,100 - $1.72 Million	33,561 Added 78.86%	76,116 $1.97 Million
Q3 2024 Oct 09, 2024	SELL	$46.9 - $51.96 $11,959 - $13,249	-255 Reduced 0.6%	42,555 $2.19 Million
Q2 2024 Jul 01, 2024	SELL	$45.24 - $49.04 $28,908 - $31,336	-639 Reduced 1.47%	42,810 $2.03 Million
Q1 2024 Apr 11, 2024	SELL	$44.84 - $49.24 $134,340 - $147,523	-2,996 Reduced 6.45%	43,449 $2.14 Million
Q4 2023 Jan 10, 2024	BUY	$38.13 - $48.02 $389,688 - $490,764	10,220 Added 28.21%	46,445 $2.19 Million
Q3 2023 Oct 16, 2023	SELL	$40.85 - $46.1 $23,733 - $26,784	-581 Reduced 1.58%	36,225 $1.5 Million
Q2 2023 Jul 17, 2023	SELL	$39.91 - $43.82 $434,420 - $476,980	-10,885 Reduced 22.82%	36,806 $1.61 Million
Q1 2023 Apr 17, 2023	SELL	$39.82 - $46.36 $243,260 - $283,213	-6,109 Reduced 11.36%	47,691 $2 Million
Q4 2022 Jan 18, 2023	SELL	$38.25 - $43.54 $182,758 - $208,034	-4,778 Reduced 8.16%	53,800 $0
Q3 2022 Oct 20, 2022	BUY	$37.65 - $45.9 $299,505 - $365,134	7,955 Added 15.71%	58,578 $2.21 Million
Q2 2022 Jul 21, 2022	BUY	$37.88 - $48.01 $53,941 - $68,366	1,424 Added 2.89%	50,623 $1.97 Million
Q1 2022 Apr 14, 2022	BUY	$44.42 - $51.73 $1.06 Million - $1.24 Million	23,897 Added 94.45%	49,199 $2.33 Million
Q4 2021 Jan 20, 2022	SELL	$48.64 - $55.07 $11,187 - $12,666	-230 Reduced 0.9%	25,302 $2.59 Million
Q3 2021 Oct 20, 2021	SELL	$48.3 - $52.49 $1,062 - $1,154	-22 Reduced 0.09%	25,532 $2.56 Million
Q2 2021 Jul 22, 2021	SELL	$48.39 - $52.91 $22,452 - $24,550	-464 Reduced 1.78%	25,554 $2.66 Million
Q1 2021 Apr 19, 2021	SELL	$43.89 - $52.63 $10,709 - $12,841	-244 Reduced 0.93%	26,018 $2.59 Million
Q4 2020 Jan 11, 2021	SELL	$34.66 - $45.17 $227,092 - $295,953	-6,552 Reduced 19.97%	26,262 $2.34 Million
Q3 2020 Oct 19, 2020	SELL	$32.09 - $36.38 $268,561 - $304,464	-8,369 Reduced 20.32%	32,814 $2.24 Million
Q2 2020 Jul 20, 2020	BUY	$23.59 - $35.22 $971,506 - $1.45 Million	41,183 New	41,183 $2.69 Million

Others Institutions Holding SCHA

# of Institutions

1,165

Shares Held

187M

Call Options Held

55.6K

Put Options Held

7.8K

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About SCHWAB STRATEGIC TR US SMALL-C

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Moller Financial Services Schwab Strategic Tr Us Small C Transaction History