Soltis Investment Advisors LLC Schwab Strategic Tr Us Emergin Transaction History

Soltis Investment Advisors LLC

  • $941 Million
  • Q2 2024

A detailed history of Soltis Investment Advisors LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 96,236 shares of SCHE stock, worth $2.76 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
96,236
Previous 77,129 24.77%
Holding current value
$2.76 Million
Previous $1.95 Million 31.28%
% of portfolio
0.27%
Previous 0.22%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$24.67 - $27.2 $471,369 - $519,710
19,107 Added 24.77%
96,236 $2.56 Million
Q1 2024

Apr 29, 2024
BUY
$23.47 - $25.45 $788,075 - $854,560
33,578 Added 77.1%
77,129 $1.95 Million
Q4 2023

Jan 26, 2024
BUY
$23.04 - $24.89 $247,841 - $267,741
10,757 Added 32.8%
43,551 $1.08 Million
Q3 2023

Nov 08, 2023
BUY
$23.83 - $26.11 $13,821 - $15,143
580 Added 1.8%
32,794 $785,000
Q2 2023

Aug 08, 2023
SELL
$23.66 - $25.54 $1,774 - $1,915
-75 Reduced 0.23%
32,214 $793,000
Q1 2023

May 03, 2023
BUY
$23.32 - $26.39 $752,979 - $852,106
32,289 New
32,289 $791,000

Others Institutions Holding SCHE

# of Institutions
770
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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