Strategic Equity Management Incresed Positions in Q2 2024

Strategic Equity Management

  • $130 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
65.2K
+ 19.14%
$58.7 - $64.78 $3.83M - $4.23M
406K $26.1M
VV
Vanguard Large Cap ETF

ETFs
16.5K
+ 90.51%
$227.27 - $251.65 $3.74M - $4.14M
34.7K $8.65M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.37K
+ 8.98%
$495.16 - $548.49 $1.67M - $1.85M
40.9K $22.3M
IWV
Ishares Russell 3000 ETF

ETFs
6.55K
+ 26.73%
$283.16 - $309.9 $1.85M - $2.03M
31K $9.58M
IVW
Ishares S&P 500 Growth ETF

ETFs
15.8K
+ 21.69%
$79.31 - $93.31 $1.25M - $1.48M
88.7K $8.21M
ITOT
Ishares Core S&P Total U.S. St

ETFs
7.31K
+ 20.13%
$108.78 - $119.23 $795K - $872K
43.6K $5.18M
IYW
Ishares Dj Us Tech ETF

ETFs
5.56K
+ 152.68%
$124.75 - $153.46 $694K - $854K
9.21K $1.39M
EFG
Msci Eafe Growth ETF

ETFs
7.6K
+ 159.71%
$97.17 - $106.25 $739K - $808K
12.4K $1.26M
IWP
Ishares Russell Mid Cap Growth

ETFs
6.72K
+ 20.38%
$105.7 - $113.43 $710K - $762K
39.7K $4.38M
EFV
Msci Eafe Value ETF

ETFs
9.28K
+ 24.53%
$52.34 - $56.41 $486K - $524K
47.1K $2.5M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.38K
+ 24.84%
$55.18 - $59.2 $242K - $259K
22K $1.3M
SCHA
Schwab Strategic Tr Us Small C

ETFs
6.22K
+ 70.94%
$45.24 - $49.04 $281K - $305K
15K $710K
IFRA
Ishares Tr

ETFs
5.07K
+ 20.53%
$41.22 - $44.87 $209K - $227K
29.8K $1.25M
VO
Vanguard Mid Cap ETF

ETFs
656
+ 48.31%
$234.99 - $248.98 $154K - $163K
2.01K $487K
COF
Capital One Financial Corp

Financial Services
932
+ 57.35%
$133.7 - $148.87 $125K - $139K
2.56K $354K
MSFT
Microsoft Corp

Technology
168
+ 12.74%
$389.33 - $452.85 $65.4K - $76.1K
1.49K $664K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.05K
+ 35.98%
$44.3 - $45.58 $90.8K - $93.4K
7.75K $350K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
800
+ 14.78%
$49.87 - $53.18 $39.9K - $42.5K
6.21K $318K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
213
+ 8.2%
$78.74 - $86.4 $16.8K - $18.4K
2.81K $241K
Blackrock ETF Trust Ii
1.52K
+ 0.96%
N/A
159K $0
CAT
Caterpillar Inc

Industrials
5
+ 0.33%
$321.47 - $379.3 $1.61K - $1.9K
1.51K $502K
Activity Summary
Buys All Purchases 34 New Holdings 12 Increased Positions 22 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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