Bsw Wealth Partners Schwab Strategic Tr Us Emergin Transaction History

Bsw Wealth Partners

  • $676 Million
  • Q4 2024

A detailed history of Bsw Wealth Partners transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Bsw Wealth Partners holds 12,676 shares of SCHE stock, worth $353,660. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,676
Previous 12,890 1.66%
Holding current value
$353,660
Previous $376,000 10.37%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Jan 22, 2025
SELL
$26.63 - $30.23 $5,698 - $6,469
-214 Reduced 1.66%
12,676 $337,000
Q3 2024

Oct 29, 2024
SELL
$25.45 - $29.53 $53,699 - $62,308
-2,110 Reduced 14.07%
12,890 $376,000
Q2 2024

Jul 16, 2024
SELL
$24.67 - $27.2 $290,908 - $320,742
-11,792 Reduced 44.01%
15,000 $398,000
Q1 2024

Apr 23, 2024
SELL
$23.47 - $25.45 $69,917 - $75,815
-2,979 Reduced 10.01%
26,792 $676,000
Q4 2023

Jan 25, 2024
SELL
$23.04 - $24.89 $32,716 - $35,343
-1,420 Reduced 4.55%
29,771 $738,000
Q3 2023

Oct 27, 2023
BUY
$23.83 - $26.11 $3,026 - $3,315
127 Added 0.41%
31,191 $746,000
Q2 2023

Aug 11, 2023
BUY
$23.66 - $25.54 $3,430 - $3,703
145 Added 0.47%
31,064 $765,000
Q1 2023

May 15, 2023
BUY
$23.32 - $26.39 $9,584 - $10,846
411 Added 1.35%
30,919 $758,000
Q4 2022

Feb 13, 2023
SELL
$21.59 - $24.95 $172,892 - $199,799
-8,008 Reduced 20.79%
30,508 $722,000
Q3 2022

Nov 14, 2022
SELL
$22.4 - $25.83 $8,444 - $9,737
-377 Reduced 0.97%
38,516 $863,000
Q2 2022

Aug 15, 2022
SELL
$24.51 - $28.87 $241,300 - $284,225
-9,845 Reduced 20.2%
38,893 $987,000
Q1 2022

May 16, 2022
BUY
$25.61 - $30.82 $10,320 - $12,420
403 Added 0.83%
48,738 $1.35 Million
Q4 2021

Feb 14, 2022
BUY
$28.68 - $31.96 $46,518 - $51,839
1,622 Added 3.47%
48,335 $1.43 Million
Q3 2021

Nov 15, 2021
SELL
$29.81 - $32.7 $2,474 - $2,714
-83 Reduced 0.18%
46,713 $1.42 Million
Q2 2021

Aug 16, 2021
BUY
$31.06 - $33.61 $74,606 - $80,731
2,402 Added 5.41%
46,796 $1.54 Million
Q1 2021

May 17, 2021
SELL
$30.78 - $34.63 $892 - $1,004
-29 Reduced 0.07%
44,394 $1.41 Million
Q4 2020

Feb 16, 2021
SELL
$26.72 - $30.68 $81,175 - $93,205
-3,038 Reduced 6.4%
44,423 $1.36 Million
Q3 2020

Nov 13, 2020
SELL
$24.69 - $27.71 $30,097 - $33,778
-1,219 Reduced 2.5%
47,461 $1.27 Million
Q2 2020

Aug 13, 2020
BUY
$19.87 - $25.05 $42,760 - $53,907
2,152 Added 4.63%
48,680 $1.19 Million
Q1 2020

May 14, 2020
SELL
$18.68 - $28.22 $76,158 - $115,052
-4,077 Reduced 8.06%
46,528 $963,000
Q4 2019

Feb 18, 2020
SELL
$24.83 - $27.51 $40,075 - $44,401
-1,614 Reduced 3.09%
50,605 $1.39 Million
Q3 2019

Nov 12, 2019
SELL
$25.08 - $25.94 $17,530 - $18,132
-699 Reduced 1.32%
52,219 $1.31 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-5,333 Reduced 9.16%
52,918 $1.39 Million
Q1 2019

May 14, 2019
SELL
N/A
-8,811 Reduced 13.14%
58,251 $1.52 Million
Q4 2018

Feb 13, 2019
BUY
N/A
2,375 Added 3.67%
67,062 $1.58 Million
Q3 2018

Nov 09, 2018
BUY
N/A
3,331 Added 5.43%
64,687 $1.66 Million
Q2 2018

Aug 07, 2018
BUY
N/A
268 Added 0.44%
61,356 $1.59 Million
Q1 2018

May 10, 2018
BUY
N/A
86 Added 0.14%
61,088 $1.75 Million
Q4 2017

Feb 08, 2018
BUY
N/A
1,419 Added 2.38%
61,002 $1.7 Million
Q3 2017

Nov 03, 2017
BUY
N/A
59,583
59,583 $1.6 Million

Others Institutions Holding SCHE

# of Institutions
821
Shares Held
142M
Call Options Held
24.8K
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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