Mc Kinley Carter Wealth Services, Inc. Schwab Strategic Tr Us Emergin Transaction History

Mc Kinley Carter Wealth Services, Inc.

$1.56 Billion
Q1 2025

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 10,747 shares of SCHE stock, worth $289,309. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,747

Previous 12,483 13.91%

Holding current value

$289,309

Previous $332,000 10.84%

% of portfolio

0.02%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$25.81 - $28.52 $44,806 - $49,510	-1,736 Reduced 13.91%	10,747 $296,000
Q4 2024 Jan 22, 2025	SELL	$26.63 - $30.23 $9,906 - $11,245	-372 Reduced 2.89%	12,483 $332,000
Q3 2024 Oct 15, 2024	BUY	$25.45 - $29.53 $19,545 - $22,679	768 Added 6.35%	12,855 $375,000
Q2 2024 Aug 09, 2024	BUY	$24.67 - $27.2 $2,146 - $2,366	87 Added 0.73%	12,087 $321,000
Q1 2024 Apr 26, 2024	SELL	$23.47 - $25.45 $3,684 - $3,995	-157 Reduced 1.29%	12,000 $303,000
Q4 2023 Feb 07, 2024	SELL	$23.04 - $24.89 $17,694 - $19,115	-768 Reduced 5.94%	12,157 $301,000
Q3 2023 Oct 13, 2023	BUY	$23.83 - $26.11 $55,357 - $60,653	2,323 Added 21.91%	12,925 $309,000
Q2 2023 Aug 02, 2023	BUY	$23.66 - $25.54 $250,843 - $270,775	10,602 New	10,602 $261,000
Q3 2022 Oct 24, 2022	SELL	$22.4 - $25.83 $16,419 - $18,933	-733 Reduced 1.88%	38,323 $858,000
Q2 2022 Jul 15, 2022	SELL	$24.51 - $28.87 $24,534 - $28,898	-1,001 Reduced 2.5%	39,056 $991,000
Q1 2022 Apr 27, 2022	SELL	$25.61 - $30.82 $473,989 - $570,416	-18,508 Reduced 31.6%	40,057 $1.11 Million
Q4 2021 Feb 07, 2022	BUY	$28.68 - $31.96 $1.41 Million - $1.58 Million	49,299 Added 532.04%	58,565 $1.74 Million
Q3 2021 Nov 03, 2021	SELL	$29.81 - $32.7 $67,281 - $73,803	-2,257 Reduced 19.59%	9,266 $282,000
Q2 2021 Aug 12, 2021	SELL	$31.06 - $33.61 $35,004 - $37,878	-1,127 Reduced 8.91%	11,523 $378,000
Q1 2021 Apr 30, 2021	BUY	$30.78 - $34.63 $160,025 - $180,041	5,199 Added 69.78%	12,650 $402,000
Q4 2020 Feb 16, 2021	BUY	$26.72 - $30.68 $199,090 - $228,596	7,451 New	7,451 $228,000

Others Institutions Holding SCHE

# of Institutions

837

Shares Held

144M

Call Options Held

24.2K

Put Options Held

300

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Mc Kinley Carter Wealth Services, Inc. Schwab Strategic Tr Us Emergin Transaction History