Boyd Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History

Boyd Wealth Management, LLC

$203 Million
Q4 2024

A detailed history of Boyd Wealth Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Boyd Wealth Management, LLC holds 466,712 shares of SCHE stock, worth $12.6 Million. This represents 6.14% of its overall portfolio holdings.

Number of Shares

466,712

Previous 210,215 122.02%

Holding current value

$12.6 Million

Previous $6.13 Million 102.61%

% of portfolio

6.14%

Previous 3.11%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$26.63 - $30.23 $6.83 Million - $7.75 Million	256,497 Added 122.02%	466,712 $12.4 Million
Q3 2024 Oct 25, 2024	SELL	$25.45 - $29.53 $4.61 Million - $5.35 Million	-181,312 Reduced 46.31%	210,215 $6.13 Million
Q2 2024 Jul 24, 2024	BUY	$24.67 - $27.2 $4.99 Million - $5.5 Million	202,072 Added 106.66%	391,527 $10.4 Million
Q1 2024 Apr 24, 2024	SELL	$23.47 - $25.45 $4.04 Million - $4.38 Million	-172,059 Reduced 47.59%	189,455 $4.78 Million
Q4 2023 Jan 31, 2024	BUY	$23.04 - $24.89 $5.76 Million - $6.22 Million	250,039 Added 224.3%	361,514 $8.96 Million
Q3 2023 Oct 25, 2023	SELL	$23.83 - $26.11 $2.47 Million - $2.71 Million	-103,751 Reduced 48.21%	111,475 $2.67 Million
Q2 2023 Jul 20, 2023	SELL	$23.66 - $25.54 $2.31 Million - $2.49 Million	-97,607 Reduced 31.2%	215,226 $5.3 Million
Q1 2023 Apr 20, 2023	BUY	$23.32 - $26.39 $5.01 Million - $5.66 Million	214,654 Added 218.64%	312,833 $7.67 Million
Q4 2022 Jan 20, 2023	SELL	$21.59 - $24.95 $277,064 - $320,183	-12,833 Reduced 11.56%	98,179 $0
Q3 2022 Oct 17, 2022	SELL	$22.4 - $25.83 $147,907 - $170,555	-6,603 Reduced 5.61%	111,012 $2.49 Million
Q2 2022 Aug 03, 2022	SELL	$24.51 - $28.87 $3.14 Million - $3.7 Million	-128,194 Reduced 52.15%	117,615 $2.99 Million
Q1 2022 Apr 29, 2022	BUY	$25.61 - $30.82 $730,269 - $878,832	28,515 Added 13.12%	245,809 $6.83 Million
Q4 2021 Feb 07, 2022	BUY	$28.68 - $31.96 $6.23 Million - $6.94 Million	217,294 New	217,294 $6.44 Million

Others Institutions Holding SCHE

# of Institutions

783

Shares Held

142M

Call Options Held

28.1K

Put Options Held

200

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Boyd Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History