Olio Financial Planning Schwab Strategic Tr Us Emergin Transaction History

Olio Financial Planning

  • $284 Million
  • Q4 2024

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 72,083 shares of SCHE stock, worth $2 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
72,083
Previous 246,945 70.81%
Holding current value
$2 Million
Previous $7.21 Million 73.37%
% of portfolio
0.67%
Previous 2.7%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
817
Shares Held
143M
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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