Econ Financial Services Corp Schwab Strategic Tr Us Emergin Transaction History

Econ Financial Services Corp

$163 Million
Q4 2024

A detailed history of Econ Financial Services Corp transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Econ Financial Services Corp holds 15,372 shares of SCHE stock, worth $433,336. This represents 0.25% of its overall portfolio holdings.

Number of Shares

15,372

Previous 16,255 5.43%

Holding current value

$433,336

Previous $474,000 13.71%

% of portfolio

0.25%

Previous 0.27%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$26.63 - $30.23 $23,514 - $26,693	-883 Reduced 5.43%	15,372 $409,000
Q3 2024 Oct 18, 2024	SELL	$25.45 - $29.53 $399,463 - $463,502	-15,696 Reduced 49.13%	16,255 $474,000
Q2 2024 Aug 12, 2024	BUY	$24.67 - $27.2 $10,386 - $11,451	421 Added 1.34%	31,951 $848,000
Q1 2024 May 15, 2024	SELL	$23.47 - $25.45 $54,732 - $59,349	-2,332 Reduced 6.89%	31,530 $796,000
Q4 2023 Feb 07, 2024	BUY	$23.04 - $24.89 $9,584 - $10,354	416 Added 1.24%	33,862 $839,000
Q3 2023 Nov 09, 2023	BUY	$23.83 - $26.11 $797,018 - $873,275	33,446 New	33,446 $800,000
Q3 2022 Oct 05, 2022	SELL	$22.4 - $25.83 $1.99 Million - $2.3 Million	-89,049 Reduced 90.44%	9,417 $211,000
Q2 2022 Jul 19, 2022	BUY	$24.51 - $28.87 $1,299 - $1,530	53 Added 0.05%	98,466 $2.5 Million
Q1 2022 Apr 22, 2022	BUY	$25.61 - $30.82 $818,265 - $984,729	31,951 Added 48.07%	98,413 $2.73 Million
Q4 2021 Jan 26, 2022	SELL	$28.68 - $31.96 $1.73 Million - $1.92 Million	-60,214 Reduced 47.53%	66,462 $187,000
Q2 2019 Aug 08, 2019	BUY	N/A	25,961 Added 25.78%	126,676 $3.32 Million
Q1 2019 May 08, 2019	SELL	N/A	-1,619 Reduced 1.58%	100,715 $2.62 Million
Q4 2018 Feb 07, 2019	BUY	N/A	102,334 New	102,334 $2.41 Million

Others Institutions Holding SCHE

# of Institutions

827

Shares Held

143M

Call Options Held

24.2K

Put Options Held

300

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About SCHWAB STRATEGIC TR US EMERGIN

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Econ Financial Services Corp Schwab Strategic Tr Us Emergin Transaction History