Abound Wealth Management Schwab Strategic Tr Us Emergin Transaction History

Abound Wealth Management

$312 Billion
Q4 2024

A detailed history of Abound Wealth Management transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Abound Wealth Management holds 19,016 shares of SCHE stock, worth $528,074. This represents 0.16% of its overall portfolio holdings.

Number of Shares

19,016

Previous 20,070 5.25%

Holding current value

$528,074

Previous $586 Million 13.53%

% of portfolio

0.16%

Previous 0.19%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$26.63 - $30.23 $28,068 - $31,862	-1,054 Reduced 5.25%	19,016 $506 Million
Q3 2024 Nov 04, 2024	BUY	$25.45 - $29.53 $13,361 - $15,503	525 Added 2.69%	20,070 $586 Million
Q2 2024 Aug 09, 2024	SELL	$24.67 - $27.2 $8,289 - $9,139	-336 Reduced 1.69%	19,545 $519 Million
Q1 2024 Aug 08, 2024	SELL	$23.47 - $25.45 $122,536 - $132,874	-5,221 Reduced 20.8%	19,881 $502 Million
Q4 2023 Aug 08, 2024	BUY	$23.04 - $24.89 $128,424 - $138,736	5,574 Added 28.54%	25,102 $622 Million
Q3 2023 Aug 08, 2024	BUY	$23.83 - $26.11 $17,896 - $19,608	751 Added 4.0%	19,528 $468 Million
Q2 2023 Aug 08, 2024	BUY	$23.66 - $25.54 $36,247 - $39,127	1,532 Added 8.88%	18,777 $462 Million
Q1 2023 Aug 07, 2024	BUY	$23.32 - $26.39 $402,153 - $455,095	17,245 New	17,245 $423 Million
Q4 2022 Aug 07, 2024	BUY	$21.59 - $24.95 $156,376 - $180,712	7,243 Added 73.86%	17,049 $404 Million
Q3 2022 Aug 07, 2024	SELL	$22.4 - $25.83 $166,633 - $192,149	-7,439 Reduced 43.14%	9,806 $220 Million
Q2 2022 Aug 12, 2024	SELL	$24.51 - $28.87 $64,632 - $76,130	-2,637 Reduced 13.49%	16,908 $429 Million
Q1 2022 Aug 12, 2024	BUY	$25.61 - $30.82 $97,113 - $116,869	3,792 Added 88.33%	8,085 $225 Million
Q4 2021 Aug 12, 2024	SELL	$28.68 - $31.96 $437,427 - $487,453	-15,252 Reduced 78.04%	4,293 $127 Million

Others Institutions Holding SCHE

# of Institutions

826

Shares Held

143M

Call Options Held

24.2K

Put Options Held

300

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
Sector ETFs
Industry ETFs

More about SCHE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Abound Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Abound Wealth Management with notifications on news.

Account

Abound Wealth Management Schwab Strategic Tr Us Emergin Transaction History