Olio Financial Planning Schwab Strategic Tr Us Emergin Transaction History

Olio Financial Planning

$288 Million
Q1 2025

A detailed history of Olio Financial Planning transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Olio Financial Planning holds 54,471 shares of SCHE stock, worth $1.5 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

54,471

Previous 72,083 24.43%

Holding current value

$1.5 Million

Previous $1.92 Million 21.68%

% of portfolio

0.52%

Previous 0.67%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$25.81 - $28.52 $454,565 - $502,294	-17,612 Reduced 24.43%	54,471 $1.5 Million
Q4 2024 Jan 21, 2025	SELL	$26.63 - $30.23 $4.66 Million - $5.29 Million	-174,862 Reduced 70.81%	72,083 $1.92 Million
Q3 2024 Oct 15, 2024	BUY	$25.45 - $29.53 $19,927 - $23,121	783 Added 0.32%	246,945 $7.21 Million
Q2 2024 Jul 12, 2024	SELL	$24.67 - $27.2 $19,316 - $21,297	-783 Reduced 0.32%	246,162 $6.54 Million
Q1 2024 Apr 15, 2024	SELL	$23.47 - $25.45 $51,305 - $55,633	-2,186 Reduced 0.88%	246,945 $6.24 Million
Q4 2023 Jan 10, 2024	BUY	$23.04 - $24.89 $178,444 - $192,773	7,745 Added 3.21%	249,131 $6.18 Million
Q3 2023 Oct 19, 2023	BUY	$23.83 - $26.11 $492,375 - $539,484	20,662 Added 9.36%	241,386 $5.78 Million
Q2 2023 Jul 13, 2023	BUY	$23.66 - $25.54 $699,294 - $754,860	29,556 Added 15.46%	220,724 $5.44 Million
Q1 2023 Apr 11, 2023	BUY	$23.32 - $26.39 $485,662 - $549,598	20,826 Added 12.23%	191,168 $4.69 Million
Q4 2022 Jan 13, 2023	BUY	$21.59 - $24.95 $1.05 Million - $1.22 Million	48,862 Added 40.22%	170,342 $0
Q3 2022 Oct 18, 2022	BUY	$22.4 - $25.83 $14,044 - $16,195	627 Added 0.52%	121,480 $2.72 Million
Q2 2022 Jul 15, 2022	BUY	$24.51 - $28.87 $151,986 - $179,022	6,201 Added 5.41%	120,853 $3.07 Million
Q1 2022 Apr 21, 2022	SELL	$25.61 - $30.82 $81,593 - $98,192	-3,186 Reduced 2.7%	114,652 $3.18 Million
Q4 2021 Jan 31, 2022	BUY	$28.68 - $31.96 $3.38 Million - $3.77 Million	117,838 New	117,838 $3.49 Million

Others Institutions Holding SCHE

# of Institutions

836

Shares Held

143M

Call Options Held

24.2K

Put Options Held

300

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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Olio Financial Planning Schwab Strategic Tr Us Emergin Transaction History