A detailed history of Sterling Financial Planning, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 18,041 shares of SCHE stock, worth $513,266. This represents 0.2% of its overall portfolio holdings.

Number of Shares
18,041
Previous 19,159 5.84%
Holding current value
$513,266
Previous $508,000 3.54%
% of portfolio
0.2%
Previous 0.21%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$25.45 - $29.53 $28,453 - $33,014
-1,118 Reduced 5.84%
18,041 $526,000
Q2 2024

Jul 30, 2024

BUY
$24.67 - $27.2 $98 - $108
4 Added 0.02%
19,159 $508,000
Q1 2024

May 06, 2024

SELL
$23.47 - $25.45 $14,293 - $15,499
-609 Reduced 3.08%
19,155 $483,000
Q4 2023

Jan 31, 2024

SELL
$23.04 - $24.89 $55,111 - $59,536
-2,392 Reduced 10.8%
19,764 $489,000
Q3 2023

Nov 03, 2023

SELL
$23.83 - $26.11 $18,158 - $19,895
-762 Reduced 3.32%
22,156 $530,000
Q2 2023

Jul 28, 2023

SELL
$23.66 - $25.54 $16,632 - $17,954
-703 Reduced 2.98%
22,918 $564,000
Q1 2023

May 03, 2023

SELL
$23.32 - $26.39 $10,820 - $12,244
-464 Reduced 1.93%
23,621 $579,000
Q4 2022

Feb 06, 2023

BUY
$21.59 - $24.95 $2,396 - $2,769
111 Added 0.46%
24,085 $570,000
Q3 2022

Nov 01, 2022

BUY
$22.4 - $25.83 $131,241 - $151,337
5,859 Added 32.34%
23,974 $537,000
Q2 2022

Jul 27, 2022

SELL
$24.51 - $28.87 $28,970 - $34,124
-1,182 Reduced 6.13%
18,115 $460,000
Q1 2022

May 10, 2022

BUY
$25.61 - $30.82 $34,189 - $41,144
1,335 Added 7.43%
19,297 $536,000
Q4 2021

Feb 02, 2022

BUY
$28.68 - $31.96 $17,380 - $19,367
606 Added 3.49%
17,962 $532,000
Q3 2021

Oct 28, 2021

BUY
$29.81 - $32.7 $23,579 - $25,865
791 Added 4.78%
17,356 $529,000
Q2 2021

Aug 02, 2021

BUY
$31.06 - $33.61 $298,983 - $323,529
9,626 Added 138.72%
16,565 $545,000
Q1 2021

Apr 28, 2021

BUY
$30.78 - $34.63 $108,130 - $121,655
3,513 Added 102.54%
6,939 $221,000
Q4 2020

Feb 10, 2021

BUY
$26.72 - $30.68 $91,542 - $105,109
3,426 New
3,426 $105,000

Others Institutions Holding SCHE

About SCHWAB STRATEGIC TR US EMERGIN


  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
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