Schwallier Wealth Management LLC Schwab Strategic Tr Us Emergin Transaction History

Schwallier Wealth Management LLC

  • $123 Billion
  • Q2 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 29,776 shares of SCHE stock, worth $847,127. This represents 0.64% of its overall portfolio holdings.

Number of Shares
29,776
Previous 26,339 13.05%
Holding current value
$847,127
Previous $665 Million 18.92%
% of portfolio
0.64%
Previous 0.54%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
769
Shares Held
239M
Call Options Held
13.7K
Put Options Held
0
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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