Valued Wealth Advisors LLC Schwab Strategic Tr Us Emergin Transaction History

Valued Wealth Advisors LLC

  • $160 Billion
  • Q4 2024

A detailed history of Valued Wealth Advisors LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 15,420 shares of SCHE stock, worth $434,689. This represents 0.26% of its overall portfolio holdings.

Number of Shares
15,420
Previous 11,410 35.14%
Holding current value
$434,689
Previous $333 Million 23.33%
% of portfolio
0.26%
Previous 0.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$26.63 - $30.23 $106,786 - $121,222
4,010 Added 35.14%
15,420 $411 Million
Q3 2024

Oct 28, 2024
SELL
$25.45 - $29.53 $305 - $354
-12 Reduced 0.11%
11,410 $333 Million
Q2 2024

Jul 16, 2024
SELL
$24.67 - $27.2 $592 - $652
-24 Reduced 0.21%
11,422 $303 Million
Q1 2024

Apr 30, 2024
SELL
$23.47 - $25.45 $375 - $407
-16 Reduced 0.14%
11,446 $289 Million
Q4 2023

Jan 05, 2024
BUY
$23.04 - $24.89 $264,084 - $285,289
11,462 New
11,462 $274 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

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