Schwallier Wealth Management LLC Schwab Strategic Tr Us Emergin Transaction History

Schwallier Wealth Management LLC

  • $131 Billion
  • Q4 2024

A detailed history of Schwallier Wealth Management LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 31,317 shares of SCHE stock, worth $831,153. This represents 0.63% of its overall portfolio holdings.

Number of Shares
31,317
Previous 32,034 2.24%
Holding current value
$831,153
Previous $935 Million 10.78%
% of portfolio
0.63%
Previous 0.67%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$26.63 - $30.23 $19,093 - $21,674
-717 Reduced 2.24%
31,317 $834 Million
Q3 2024

Nov 07, 2024
BUY
$25.45 - $29.53 $57,466 - $66,678
2,258 Added 7.58%
32,034 $935 Million
Q2 2024

Aug 13, 2024
BUY
$24.67 - $27.2 $84,790 - $93,486
3,437 Added 13.05%
29,776 $791 Million
Q1 2024

May 14, 2024
BUY
$23.47 - $25.45 $60,787 - $65,915
2,590 Added 10.91%
26,339 $665 Million
Q4 2023

Feb 14, 2024
BUY
$23.04 - $24.89 $547,176 - $591,112
23,749 New
23,749 $589 Million

Others Institutions Holding SCHE

# of Institutions
834
Shares Held
144M
Call Options Held
24.2K
Put Options Held
300
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
Track This Portfolio

Track Schwallier Wealth Management LLC Portfolio

Follow Schwallier Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schwallier Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwallier Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email