Sterling Investment Management, LLC Schwab Strategic Tr Us Emergin Transaction History

Sterling Investment Management, LLC

  • $122 Million
  • Q4 2024

A detailed history of Sterling Investment Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Sterling Investment Management, LLC holds 9,645 shares of SCHE stock, worth $269,095. This represents 0.21% of its overall portfolio holdings.

Number of Shares
9,645
Previous 19,465 50.45%
Holding current value
$269,095
Previous $567,000 54.85%
% of portfolio
0.21%
Previous 0.44%

Shares

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

Jan 17, 2025
SELL
$26.63 - $30.23 $261,506 - $296,858
-9,820 Reduced 50.45%
9,645 $256,000
Q3 2024

Oct 18, 2024
BUY
$25.45 - $29.53 $8,322 - $9,656
327 Added 1.71%
19,465 $567,000
Q2 2024

Jul 26, 2024
BUY
$24.67 - $27.2 $2,541 - $2,801
103 Added 0.54%
19,138 $508,000
Q1 2024

Apr 22, 2024
BUY
$23.47 - $25.45 $7,416 - $8,042
316 Added 1.69%
19,035 $480,000
Q4 2023

Jan 17, 2024
BUY
$23.04 - $24.89 $431,285 - $465,915
18,719 New
18,719 $464,000

Others Institutions Holding SCHE

# of Institutions
821
Shares Held
143M
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
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