A detailed history of Moneco Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Moneco Advisors, LLC holds 7,693 shares of SCHA stock, worth $214,326. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,693
Previous 10,801 28.78%
Holding current value
$214,326
Previous $512,000 22.66%
% of portfolio
0.05%
Previous 0.08%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$46.9 - $51.96 $145,765 - $161,491
-3,108 Reduced 28.78%
7,693 $396,000
Q2 2024

Jul 19, 2024

SELL
$45.24 - $49.04 $83,874 - $90,920
-1,854 Reduced 14.65%
10,801 $512,000
Q1 2024

Apr 25, 2024

SELL
$44.84 - $49.24 $65,825 - $72,284
-1,468 Reduced 10.39%
12,655 $623,000
Q4 2023

Mar 13, 2024

BUY
$38.13 - $48.02 $50,560 - $63,674
1,326 Added 10.36%
14,123 $667,000
Q4 2023

Feb 05, 2024

BUY
$38.13 - $48.02 $50,560 - $63,674
1,326 Added 10.36%
14,123 $667,000
Q3 2023

Mar 13, 2024

BUY
$40.85 - $46.1 $10,784 - $12,170
264 Added 2.11%
12,797 $530,000
Q3 2023

Nov 03, 2023

BUY
$40.85 - $46.1 $10,784 - $12,170
264 Added 2.11%
12,797 $530,000
Q2 2023

Mar 13, 2024

SELL
$39.91 - $43.82 $63,456 - $69,673
-1,590 Reduced 11.26%
12,533 $548,000
Q2 2023

Aug 02, 2023

BUY
$39.91 - $43.82 $31,688 - $34,793
794 Added 6.76%
12,533 $548,000
Q1 2023

May 11, 2023

BUY
$39.82 - $46.36 $467,446 - $544,220
11,739 New
11,739 $492,000
Q3 2021

Nov 03, 2021

SELL
$48.3 - $52.49 $112,490 - $122,249
-2,329 Closed
0 $0
Q2 2021

Aug 10, 2021

SELL
$48.39 - $52.91 $14,129 - $15,449
-292 Reduced 11.14%
2,329 $243,000
Q1 2021

May 17, 2021

BUY
$43.89 - $52.63 $115,035 - $137,943
2,621 New
2,621 $261,000

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


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