Strategic Financial Planning, Inc. Schwab Strategic Tr Us Emergin Transaction History

Strategic Financial Planning, Inc.

$147 Million
Q4 2024

A detailed history of Strategic Financial Planning, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 107,781 shares of SCHE stock, worth $2.93 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares

107,781

Previous 108,981 1.1%

Holding current value

$2.93 Million

Previous $3.18 Million 9.75%

% of portfolio

1.96%

Previous 2.11%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$26.63 - $30.23 $31,956 - $36,276	-1,200 Reduced 1.1%	107,781 $2.87 Million
Q3 2024 Oct 25, 2024	SELL	$25.45 - $29.53 $121,167 - $140,592	-4,761 Reduced 4.19%	108,981 $3.18 Million
Q2 2024 Aug 09, 2024	SELL	$24.67 - $27.2 $461,896 - $509,265	-18,723 Reduced 14.13%	113,742 $3.02 Million
Q1 2024 Apr 22, 2024	SELL	$23.47 - $25.45 $158,962 - $172,372	-6,773 Reduced 4.86%	132,465 $3.34 Million
Q4 2023 Feb 12, 2024	BUY	$23.04 - $24.89 $27,878 - $30,116	1,210 Added 0.88%	139,238 $3.45 Million
Q3 2023 Nov 09, 2023	SELL	$23.83 - $26.11 $84,334 - $92,403	-3,539 Reduced 2.5%	138,028 $3.3 Million
Q2 2023 Aug 10, 2023	SELL	$23.66 - $25.54 $26,925 - $29,064	-1,138 Reduced 0.8%	141,567 $3.49 Million
Q1 2023 May 10, 2023	SELL	$23.32 - $26.39 $69,796 - $78,985	-2,993 Reduced 2.05%	142,705 $3.5 Million
Q4 2022 Feb 14, 2023	SELL	$21.59 - $24.95 $1.46 Million - $1.69 Million	-67,850 Reduced 31.77%	145,698 $3.45 Million
Q3 2022 Nov 14, 2022	SELL	$22.4 - $25.83 $96,611 - $111,404	-4,313 Reduced 1.98%	213,548 $4.78 Million
Q2 2022 Aug 03, 2022	BUY	$24.51 - $28.87 $104,804 - $123,448	4,276 Added 2.0%	217,861 $5.53 Million
Q1 2022 May 05, 2022	SELL	$25.61 - $30.82 $912,919 - $1.1 Million	-35,647 Reduced 14.3%	213,585 $5.93 Million
Q4 2021 Feb 07, 2022	BUY	$28.68 - $31.96 $779,034 - $868,129	27,163 Added 12.23%	249,232 $7.38 Million
Q3 2021 Nov 09, 2021	BUY	$29.81 - $32.7 $59,023 - $64,746	1,980 Added 0.9%	222,069 $6.77 Million
Q2 2021 Aug 06, 2021	SELL	$31.06 - $33.61 $224,377 - $242,798	-7,224 Reduced 3.18%	220,089 $7.24 Million
Q1 2021 May 07, 2021	BUY	$30.78 - $34.63 $168,643 - $189,737	5,479 Added 2.47%	227,313 $7.22 Million
Q4 2020 Feb 11, 2021	SELL	$26.72 - $30.68 $52,210 - $59,948	-1,954 Reduced 0.87%	221,834 $6.8 Million
Q3 2020 Nov 09, 2020	SELL	$24.69 - $27.71 $34,022 - $38,184	-1,378 Reduced 0.61%	223,788 $5.99 Million
Q2 2020 Aug 07, 2020	BUY	$19.87 - $25.05 $3.39 Million - $4.28 Million	170,699 Added 313.4%	225,166 $5.48 Million
Q1 2020 Apr 21, 2020	SELL	$18.68 - $28.22 $3.56 Million - $5.37 Million	-190,326 Reduced 77.75%	54,467 $1.13 Million
Q4 2019 Feb 13, 2020	BUY	$24.83 - $27.51 $6.08 Million - $6.73 Million	244,793 New	244,793 $6.7 Million

Others Institutions Holding SCHE

# of Institutions

826

Shares Held

143M

Call Options Held

24.2K

Put Options Held

300

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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Strategic Financial Planning, Inc. Schwab Strategic Tr Us Emergin Transaction History