Steward Partners Investment Advisory, LLC Schwab Strategic Tr Us Emergin Transaction History

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 2,491 shares of SCHE stock, worth $68,776. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,491
Previous 4,733 47.37%
Holding current value
$68,776
Previous $138,000 52.17%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 06, 2025
SELL
$26.63 - $30.23 $59,704 - $67,775
-2,242 Reduced 47.37%
2,491 $66,000
Q3 2024

Nov 14, 2024
BUY
$25.45 - $29.53 $4,937 - $5,728
194 Added 4.27%
4,733 $138,000
Q2 2024

Aug 08, 2024
BUY
$24.67 - $27.2 $48,081 - $53,012
1,949 Added 75.25%
4,539 $120,000
Q1 2024

May 15, 2024
SELL
$23.47 - $25.45 $41,166 - $44,639
-1,754 Reduced 40.38%
2,590 $65,000
Q4 2023

Feb 12, 2024
SELL
$23.04 - $24.89 $12,072 - $13,042
-524 Reduced 10.76%
4,344 $107,000
Q3 2023

Nov 13, 2023
BUY
$23.83 - $26.11 $357 - $391
15 Added 0.31%
4,868 $116,000
Q2 2023

Aug 14, 2023
SELL
$23.66 - $25.54 $62,202 - $67,144
-2,629 Reduced 35.14%
4,853 $119,000
Q1 2023

May 15, 2023
BUY
$23.32 - $26.39 $25,745 - $29,134
1,104 Added 17.31%
7,482 $183,000
Q4 2022

Feb 15, 2023
SELL
$21.59 - $24.95 $127,791 - $147,679
-5,919 Reduced 48.13%
6,378 $150,000
Q3 2022

Nov 10, 2022
SELL
$22.4 - $25.83 $184,710 - $212,994
-8,246 Reduced 40.14%
12,297 $275,000
Q2 2022

Aug 04, 2022
SELL
$24.51 - $28.87 $38,186 - $44,979
-1,558 Reduced 7.05%
20,543 $521,000
Q1 2022

May 02, 2022
BUY
$25.61 - $30.82 $9,731 - $11,711
380 Added 1.75%
22,101 $614,000
Q4 2021

Feb 08, 2022
SELL
$28.68 - $31.96 $7,112 - $7,926
-248 Reduced 1.13%
21,721 $643,000
Q3 2021

Nov 12, 2021
BUY
$29.81 - $32.7 $41,167 - $45,158
1,381 Added 6.71%
21,969 $670,000
Q2 2021

Aug 13, 2021
SELL
$31.06 - $33.61 $40,626 - $43,961
-1,308 Reduced 5.97%
20,588 $677,000
Q1 2021

May 14, 2021
BUY
$30.78 - $34.63 $73,502 - $82,696
2,388 Added 12.24%
21,896 $0
Q4 2020

Feb 11, 2021
BUY
$26.72 - $30.68 $75,537 - $86,732
2,827 Added 16.95%
19,508 $598,000
Q3 2020

Oct 30, 2020
BUY
$24.69 - $27.71 $204,038 - $228,995
8,264 Added 98.18%
16,681 $446,000
Q2 2020

Aug 06, 2020
BUY
$19.87 - $25.05 $142,606 - $179,783
7,177 Added 578.79%
8,417 $205,000
Q1 2020

Apr 29, 2020
SELL
$18.68 - $28.22 $485 - $733
-26 Reduced 2.05%
1,240 $25,000
Q4 2019

Jan 17, 2020
BUY
$24.83 - $27.51 $446 - $495
18 Added 1.44%
1,266 $34,000
Q2 2019

Jul 25, 2019
BUY
N/A
1,248 New
1,248 $32,000
Q4 2018

Jan 15, 2019
SELL
N/A
-1,396 Closed
0 $0
Q2 2018

Jul 20, 2018
BUY
N/A
85 Added 6.48%
1,396 $36,000
Q1 2018

Apr 20, 2018
BUY
N/A
1,178 Added 885.71%
1,311 $37,000
Q2 2017

Nov 22, 2017
BUY
N/A
39 Added 41.49%
133 $3,000
Q1 2017

Nov 22, 2017
BUY
N/A
94
94 $2,000

Others Institutions Holding SCHE

# of Institutions
831
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
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, 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 Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email