Moneywise, Inc. Schwab Strategic Tr Us Small C Transaction History

Moneywise, Inc.

$176 Million
Q1 2025

A detailed history of Moneywise, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Moneywise, Inc. holds 155,036 shares of SCHA stock, worth $3.77 Million. This represents 2.06% of its overall portfolio holdings.

Number of Shares

155,036

Previous 177,190 12.5%

Holding current value

$3.77 Million

Previous $4.58 Million 20.73%

% of portfolio

2.06%

Previous 2.46%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$23.16 - $27.04 $513,086 - $599,044	-22,154 Reduced 12.5%	155,036 $3.63 Million
Q4 2024 Jan 27, 2025	BUY	$25.33 - $51.16 $1.39 Million - $2.81 Million	54,907 Added 44.9%	177,190 $4.58 Million
Q3 2024 Oct 21, 2024	SELL	$46.9 - $51.96 $3.65 Million - $4.05 Million	-77,918 Reduced 38.92%	122,283 $6.3 Million
Q2 2024 Jul 17, 2024	SELL	$45.24 - $49.04 $2.51 Million - $2.72 Million	-55,429 Reduced 21.68%	200,201 $9.5 Million
Q1 2024 Apr 22, 2024	SELL	$44.84 - $49.24 $2.57 Million - $2.83 Million	-57,390 Reduced 18.33%	255,630 $12.6 Million
Q4 2023 Jan 29, 2024	SELL	$38.13 - $48.02 $1.61 Million - $2.03 Million	-42,197 Reduced 11.88%	313,020 $14.8 Million
Q3 2023 Oct 23, 2023	SELL	$40.85 - $46.1 $1.34 Million - $1.52 Million	-32,888 Reduced 8.47%	355,217 $14.7 Million
Q2 2023 Jul 24, 2023	SELL	$39.91 - $43.82 $1.23 Million - $1.35 Million	-30,839 Reduced 7.36%	388,105 $17 Million
Q1 2023 Apr 21, 2023	BUY	$39.82 - $46.36 $987,376 - $1.15 Million	24,796 Added 6.29%	418,944 $17.6 Million
Q4 2022 Jan 30, 2023	SELL	$38.25 - $43.54 $1.03 Million - $1.17 Million	-26,874 Reduced 6.38%	394,148 $16 Million
Q3 2022 Nov 03, 2022	BUY	$37.65 - $45.9 $54,592 - $66,555	1,450 Added 0.35%	421,022 $15.9 Million
Q2 2022 Aug 02, 2022	SELL	$37.88 - $48.01 $375,693 - $476,163	-9,918 Reduced 2.31%	419,572 $16.4 Million
Q1 2022 Apr 20, 2022	BUY	$44.42 - $51.73 $10.1 Million - $11.8 Million	228,313 Added 113.49%	429,490 $20.3 Million
Q4 2021 Jan 12, 2022	SELL	$48.64 - $55.07 $672,691 - $761,618	-13,830 Reduced 6.43%	201,177 $20.6 Million
Q3 2021 Oct 12, 2021	BUY	$48.3 - $52.49 $1.54 Million - $1.67 Million	31,838 Added 17.38%	215,007 $21.5 Million
Q2 2021 Jul 22, 2021	SELL	$48.39 - $52.91 $1.18 Million - $1.29 Million	-24,358 Reduced 11.74%	183,169 $19.1 Million
Q1 2021 Apr 14, 2021	SELL	$43.89 - $52.63 $260,487 - $312,359	-5,935 Reduced 2.78%	207,527 $20.7 Million
Q4 2020 Jan 15, 2021	SELL	$34.66 - $45.17 $108,936 - $141,969	-3,143 Reduced 1.45%	213,462 $19 Million
Q3 2020 Oct 13, 2020	BUY	$32.09 - $36.38 $95,211 - $107,939	2,967 Added 1.39%	216,605 $14.8 Million
Q2 2020 Jul 10, 2020	BUY	$23.59 - $35.22 $359,370 - $536,541	15,234 Added 7.68%	213,638 $14 Million
Q1 2020 Apr 13, 2020	BUY	$22.29 - $38.7 $152,463 - $264,708	6,840 Added 3.57%	198,404 $10.2 Million
Q4 2019 Jan 07, 2020	SELL	$33.63 - $38.03 $8,172 - $9,241	-243 Reduced 0.13%	191,564 $13.4 Million
Q3 2019 Oct 23, 2019	BUY	$34.78 - $36.12 $117,278 - $121,796	3,372 Added 1.79%	191,807 $13.4 Million
Q2 2019 Jul 17, 2019	BUY	N/A	32,604 Added 20.92%	188,435 $13.5 Million
Q1 2019 Apr 30, 2019	SELL	N/A	-16,412 Reduced 9.53%	155,831 $10.8 Million
Q4 2018 Jan 29, 2019	BUY	N/A	11,402 Added 7.09%	172,243 $10.5 Million
Q3 2018 Oct 15, 2018	SELL	N/A	-1,018 Reduced 0.63%	160,841 $12.3 Million
Q2 2018 Jul 19, 2018	BUY	N/A	983 Added 0.61%	161,859 $11.9 Million
Q1 2018 Apr 17, 2018	SELL	N/A	-21,514 Reduced 11.8%	160,876 $11.1 Million
Q4 2017 Jan 08, 2018	BUY	N/A	3,546 Added 1.98%	182,390 $12.7 Million
Q3 2017 Oct 10, 2017	BUY	N/A	178,844	178,844 $12 Million

Others Institutions Holding SCHA

# of Institutions

1,256

Shares Held

245M

Call Options Held

58.5K

Put Options Held

4.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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