Carolina Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History

Carolina Wealth Advisors, LLC

  • $179 Million
  • Q4 2024

A detailed history of Carolina Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Carolina Wealth Advisors, LLC holds 36,535 shares of SCHE stock, worth $1.03 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
36,535
Previous 40,034 8.74%
Holding current value
$1.03 Million
Previous $1.17 Million 16.78%
% of portfolio
0.54%
Previous 0.62%

Shares

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

Jan 14, 2025
SELL
$26.63 - $30.23 $93,178 - $105,774
-3,499 Reduced 8.74%
36,535 $972,000
Q3 2024

Oct 21, 2024
SELL
$25.45 - $29.53 $33,670 - $39,068
-1,323 Reduced 3.2%
40,034 $1.17 Million
Q2 2024

Jul 12, 2024
BUY
$24.67 - $27.2 $68,557 - $75,588
2,779 Added 7.2%
41,357 $1.1 Million
Q1 2024

Apr 05, 2024
BUY
$23.47 - $25.45 $75,127 - $81,465
3,201 Added 9.05%
38,578 $974,000
Q4 2023

Jan 23, 2024
SELL
$23.04 - $24.89 $12,856 - $13,888
-558 Reduced 1.55%
35,377 $876,000
Q3 2023

Oct 17, 2023
BUY
$23.83 - $26.11 $47,707 - $52,272
2,002 Added 5.9%
35,935 $860,000
Q2 2023

Jul 17, 2023
BUY
$23.66 - $25.54 $12,468 - $13,459
527 Added 1.58%
33,933 $835,000
Q1 2023

Apr 14, 2023
SELL
$23.32 - $26.39 $36,612 - $41,432
-1,570 Reduced 4.49%
33,406 $819,000
Q4 2022

Jan 10, 2023
BUY
$21.59 - $24.95 $70,987 - $82,035
3,288 Added 10.38%
34,976 $828,000
Q3 2022

Oct 14, 2022
BUY
$22.4 - $25.83 $10,908 - $12,579
487 Added 1.56%
31,688 $710,000
Q2 2022

Jul 19, 2022
BUY
$24.51 - $28.87 $54,216 - $63,860
2,212 Added 7.63%
31,201 $792,000
Q1 2022

Apr 18, 2022
BUY
$25.61 - $30.82 $14,059 - $16,920
549 Added 1.93%
28,989 $805,000
Q4 2021

Jan 24, 2022
BUY
$28.68 - $31.96 $40,266 - $44,871
1,404 Added 5.19%
28,440 $842,000
Q3 2021

Oct 22, 2021
BUY
$29.81 - $32.7 $17,170 - $18,835
576 Added 2.18%
27,036 $824,000
Q2 2021

Jul 22, 2021
BUY
$31.06 - $33.61 $53,454 - $57,842
1,721 Added 6.96%
26,460 $870,000
Q1 2021

Apr 09, 2021
BUY
$30.78 - $34.63 $2,062 - $2,320
67 Added 0.27%
24,739 $786,000
Q4 2020

Jan 29, 2021
SELL
$26.72 - $30.68 $18,116 - $20,801
-678 Reduced 2.67%
24,672 $756,000
Q3 2020

Oct 19, 2020
BUY
$24.69 - $27.71 $32,319 - $36,272
1,309 Added 5.44%
25,350 $678,000
Q2 2020

Jul 31, 2020
BUY
$19.87 - $25.05 $10,471 - $13,201
527 Added 2.24%
24,041 $585,000
Q1 2020

Apr 09, 2020
BUY
$18.68 - $28.22 $22,023 - $33,271
1,179 Added 5.28%
23,514 $487,000
Q4 2019

Feb 07, 2020
BUY
$24.83 - $27.51 $554,578 - $614,435
22,335 New
22,335 $611,000

Others Institutions Holding SCHE

# of Institutions
827
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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