Adamsbrown Wealth Consultants LLC Schwab Strategic Tr Us Emergin Transaction History

Adamsbrown Wealth Consultants LLC

$288 Million
Q3 2024

A detailed history of Adamsbrown Wealth Consultants LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Adamsbrown Wealth Consultants LLC holds 357,859 shares of SCHE stock, worth $9.71 Million. This represents 3.63% of its overall portfolio holdings.

Number of Shares

357,859

Previous 347,045 3.12%

Holding current value

$9.71 Million

Previous $9.22 Million 13.29%

% of portfolio

3.63%

Previous 3.6%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$25.45 - $29.53 $275,216 - $319,337	10,814 Added 3.12%	357,859 $10.4 Million
Q2 2024 Jul 12, 2024	BUY	$24.67 - $27.2 $283,630 - $312,718	11,497 Added 3.43%	347,045 $9.22 Million
Q1 2024 Apr 30, 2024	BUY	$23.47 - $25.45 $186,703 - $202,454	7,955 Added 2.43%	335,548 $8.47 Million
Q4 2023 Jan 29, 2024	BUY	$23.04 - $24.89 $806,538 - $871,299	35,006 Added 11.96%	327,593 $8.12 Million
Q3 2023 Oct 24, 2023	BUY	$23.83 - $26.11 $440,950 - $483,139	18,504 Added 6.75%	292,587 $7 Million
Q2 2023 Jul 12, 2023	BUY	$23.66 - $25.54 $1.21 Million - $1.31 Million	51,118 Added 22.93%	274,083 $6.75 Million
Q1 2023 May 10, 2023	SELL	$23.32 - $26.39 $756,710 - $856,329	-32,449 Reduced 12.7%	222,965 $5.47 Million
Q4 2022 Jan 27, 2023	BUY	$21.59 - $24.95 $5.24 Million - $6.05 Million	242,666 Added 1903.56%	255,414 $0
Q3 2022 Oct 26, 2022	BUY	$22.4 - $25.83 $285,555 - $329,280	12,748 New	12,748 $286,000

Others Institutions Holding SCHE

# of Institutions

780

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Adamsbrown Wealth Consultants LLC Schwab Strategic Tr Us Emergin Transaction History