Moller Financial Services Schwab Strategic Tr Us Small C Transaction History

Moller Financial Services

  • $375 Million
  • Q2 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 42,810 shares of SCHA stock, worth $2.11 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
42,810
Previous 43,449 1.47%
Holding current value
$2.11 Million
Previous $2.14 Million 5.05%
% of portfolio
0.54%
Previous 0.58%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$39.61 - $43.54 $189,256 - $208,034
-4,778 Reduced 8.16%
53,800 $0
Q3 2022

Oct 20, 2022
BUY
N/A
7,955 Added 15.71%
58,578 $2.21 Million
Q2 2022

Jul 21, 2022
BUY
N/A
1,424 Added 2.89%
50,623 $1.97 Million
Q1 2022

Apr 14, 2022
BUY
N/A
23,897 Added 94.45%
49,199 $2.33 Million
Q4 2021

Jan 20, 2022
SELL
N/A
-230 Reduced 0.9%
25,302 $2.59 Million
Q3 2021

Oct 20, 2021
SELL
N/A
-22 Reduced 0.09%
25,532 $2.56 Million
Q2 2021

Jul 22, 2021
SELL
N/A
-464 Reduced 1.78%
25,554 $2.66 Million
Q1 2021

Apr 19, 2021
SELL
N/A
-244 Reduced 0.93%
26,018 $2.59 Million
Q4 2020

Jan 11, 2021
SELL
N/A
-6,552 Reduced 19.97%
26,262 $2.34 Million
Q3 2020

Oct 19, 2020
SELL
N/A
-8,369 Reduced 20.32%
32,814 $2.24 Million
Q2 2020

Jul 20, 2020
BUY
N/A
41,183 New
41,183 $2.69 Million

Others Institutions Holding SCHA

# of Institutions
1,119
Shares Held
230M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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