Clearstead Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Clearstead Advisors, LLC holds 10,221 shares of SCHE stock, worth $276,784. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,221
Previous 10,486 2.53%
Holding current value
$276,784
Previous $278,000 7.19%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024
SELL
$25.45 - $29.53 $6,744 - $7,825
-265 Reduced 2.53%
10,221 $298,000
Q2 2024

Aug 09, 2024
BUY
$24.67 - $27.2 $493 - $544
20 Added 0.19%
10,486 $278,000
Q1 2024

May 14, 2024
SELL
$23.47 - $25.45 $158,492 - $171,863
-6,753 Reduced 39.22%
10,466 $264,000
Q4 2023

Feb 12, 2024
BUY
$23.04 - $24.89 $37,370 - $40,371
1,622 Added 10.4%
17,219 $426,000
Q3 2023

Nov 07, 2023
BUY
$23.83 - $26.11 $11,652 - $12,767
489 Added 3.24%
15,597 $373,000
Q2 2023

Aug 07, 2023
BUY
$23.66 - $25.54 $141 - $153
6 Added 0.04%
15,108 $372,000
Q1 2023

May 09, 2023
SELL
$23.32 - $26.39 $6,856 - $7,758
-294 Reduced 1.91%
15,102 $370,000
Q4 2022

Feb 14, 2023
SELL
$21.59 - $24.95 $24,375 - $28,168
-1,129 Reduced 6.83%
15,396 $364,000
Q3 2022

Nov 14, 2022
SELL
$22.4 - $25.83 $7,279 - $8,394
-325 Reduced 1.93%
16,525 $370,000
Q2 2022

Aug 12, 2022
SELL
$24.51 - $28.87 $75,319 - $88,717
-3,073 Reduced 15.42%
16,850 $428,000
Q1 2022

May 04, 2022
SELL
$25.61 - $30.82 $62,898 - $75,693
-2,456 Reduced 10.97%
19,923 $553,000
Q4 2021

Feb 14, 2022
SELL
$28.68 - $31.96 $292,908 - $326,407
-10,213 Reduced 31.34%
22,379 $663,000
Q3 2021

Nov 12, 2021
BUY
$29.81 - $32.7 $962,058 - $1.06 Million
32,273 Added 10116.93%
32,592 $993,000
Q2 2021

Aug 12, 2021
BUY
$31.06 - $33.61 $31 - $33
1 Added 0.31%
319 $10,000
Q4 2020

Feb 11, 2021
BUY
$26.72 - $30.68 $80 - $92
3 Added 0.95%
318 $10,000
Q3 2020

Nov 12, 2020
SELL
$24.69 - $27.71 $7,086 - $7,952
-287 Reduced 47.67%
315 $8,000
Q2 2020

Aug 11, 2020
SELL
$19.87 - $25.05 $190,672 - $240,379
-9,596 Reduced 94.1%
602 $15,000
Q1 2020

May 14, 2020
BUY
$18.68 - $28.22 $190,498 - $287,787
10,198 New
10,198 $211,000

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

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