Ae Wealth Management LLC Schwab Strategic Tr Us Emergin Transaction History

Ae Wealth Management LLC

  • $9.76 Billion
  • Q3 2024

A detailed history of Ae Wealth Management LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Ae Wealth Management LLC holds 9,792 shares of SCHE stock, worth $265,559. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,792
Previous 7,988 22.58%
Holding current value
$265,559
Previous $212,000 34.43%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024
BUY
$25.45 - $29.53 $45,911 - $53,272
1,804 Added 22.58%
9,792 $285,000
Q2 2024

Aug 12, 2024
BUY
$24.67 - $27.2 $197,063 - $217,273
7,988 New
7,988 $212,000
Q4 2023

Feb 14, 2024
BUY
$23.04 - $24.89 $49,397 - $53,364
2,144 Added 15.47%
16,005 $396,000
Q3 2023

Oct 11, 2023
SELL
$23.83 - $26.11 $157,992 - $173,109
-6,630 Reduced 32.36%
13,861 $331,000
Q2 2023

Jul 10, 2023
SELL
$23.66 - $25.54 $2.58 Million - $2.78 Million
-109,036 Reduced 84.18%
20,491 $504,000
Q1 2023

Apr 14, 2023
BUY
$23.32 - $26.39 $2.66 Million - $3.01 Million
114,092 Added 739.18%
129,527 $3.18 Million
Q4 2022

Jan 31, 2023
SELL
$21.59 - $24.95 $104,560 - $120,832
-4,843 Reduced 23.88%
15,435 $365,000
Q3 2022

Oct 25, 2022
BUY
$22.4 - $25.83 $9,766 - $11,261
436 Added 2.2%
20,278 $454,000
Q2 2022

Aug 03, 2022
SELL
$24.51 - $28.87 $80,172 - $94,433
-3,271 Reduced 14.15%
19,842 $504,000
Q1 2022

Apr 18, 2022
BUY
$25.61 - $30.82 $83,693 - $100,719
3,268 Added 16.47%
23,113 $642,000
Q4 2021

Jan 20, 2022
SELL
$28.68 - $31.96 $563,619 - $628,077
-19,652 Reduced 49.76%
19,845 $588,000
Q3 2021

Nov 01, 2021
BUY
$29.81 - $32.7 $863,834 - $947,580
28,978 Added 275.48%
39,497 $1.2 Million
Q2 2021

Jul 21, 2021
BUY
$31.06 - $33.61 $48,888 - $52,902
1,574 Added 17.6%
10,519 $346,000
Q1 2021

Apr 27, 2021
SELL
$30.78 - $34.63 $1.16 Million - $1.3 Million
-37,539 Reduced 80.76%
8,945 $284,000
Q4 2020

Feb 01, 2021
SELL
$26.72 - $30.68 $27,174 - $31,201
-1,017 Reduced 2.14%
46,484 $1.43 Million
Q3 2020

Nov 06, 2020
SELL
$24.69 - $27.71 $395 - $443
-16 Reduced 0.03%
47,501 $1.27 Million
Q2 2020

Aug 05, 2020
SELL
$19.87 - $25.05 $24,837 - $31,312
-1,250 Reduced 2.56%
47,517 $1.16 Million
Q1 2020

May 07, 2020
BUY
$18.68 - $28.22 $18,885 - $28,530
1,011 Added 2.12%
48,767 $1.01 Million
Q4 2019

Jan 15, 2020
BUY
$24.83 - $27.51 $40,050 - $44,373
1,613 Added 3.5%
47,756 $1.31 Million
Q3 2019

Nov 05, 2019
BUY
$25.08 - $25.94 $528,736 - $546,867
21,082 Added 84.12%
46,143 $1.16 Million
Q2 2019

Jul 22, 2019
BUY
N/A
25,061 New
25,061 $658,000

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

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