Summit Financial Strategies, Inc. Schwab Strategic Tr Us Emergin Transaction History

Summit Financial Strategies, Inc.

  • $836 Million
  • Q4 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 14,266 shares of SCHE stock, worth $400,018. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,266
Previous 14,301 0.24%
Holding current value
$400,018
Previous $417,000 9.11%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jan 22, 2025
SELL
$26.63 - $30.23 $932 - $1,058
-35 Reduced 0.24%
14,266 $379,000
Q3 2024

Oct 16, 2024
SELL
$25.45 - $29.53 $18,833 - $21,852
-740 Reduced 4.92%
14,301 $417,000
Q2 2024

Jul 19, 2024
SELL
$24.67 - $27.2 $1,578 - $1,740
-64 Reduced 0.42%
15,041 $399,000
Q1 2024

May 09, 2024
BUY
$23.47 - $25.45 $6,383 - $6,922
272 Added 1.83%
15,105 $381,000
Q4 2023

Feb 13, 2024
SELL
$23.04 - $24.89 $3,363 - $3,633
-146 Reduced 0.97%
14,833 $367,000
Q3 2023

Oct 24, 2023
SELL
$23.83 - $26.11 $17,181 - $18,825
-721 Reduced 4.59%
14,979 $358,000
Q2 2023

Jul 21, 2023
BUY
$23.66 - $25.54 $2,578 - $2,783
109 Added 0.7%
15,700 $386,000
Q1 2023

Apr 21, 2023
SELL
$23.32 - $26.39 $37,661 - $42,619
-1,615 Reduced 9.39%
15,591 $382,000
Q4 2022

Jan 20, 2023
BUY
$21.59 - $24.95 $38,926 - $44,984
1,803 Added 11.71%
17,206 $0
Q3 2022

Oct 21, 2022
SELL
$22.4 - $25.83 $24,460 - $28,206
-1,092 Reduced 6.62%
15,403 $345,000
Q2 2022

Jul 25, 2022
BUY
$24.51 - $28.87 $9,656 - $11,374
394 Added 2.45%
16,495 $419,000
Q1 2022

May 04, 2022
BUY
$25.61 - $30.82 $23,279 - $28,015
909 Added 5.98%
16,101 $447,000
Q4 2021

Feb 03, 2022
SELL
$28.68 - $31.96 $4,932 - $5,497
-172 Reduced 1.12%
15,192 $450,000
Q3 2021

Nov 10, 2021
BUY
$29.81 - $32.7 $1,132 - $1,242
38 Added 0.25%
15,364 $468,000
Q2 2021

Aug 11, 2021
BUY
$31.06 - $33.61 $116,754 - $126,339
3,759 Added 32.5%
15,326 $504,000
Q1 2021

May 11, 2021
SELL
$30.78 - $34.63 $16,528 - $18,596
-537 Reduced 4.44%
11,567 $368,000
Q4 2020

Feb 05, 2021
SELL
$26.72 - $30.68 $213 - $245
-8 Reduced 0.07%
12,104 $371,000
Q3 2020

Nov 16, 2020
SELL
$24.69 - $27.71 $395 - $443
-16 Reduced 0.13%
12,112 $324,000
Q2 2020

Jul 31, 2020
BUY
$19.87 - $25.05 $240,983 - $303,806
12,128 New
12,128 $295,000
Q1 2020

May 11, 2020
SELL
$18.68 - $28.22 $147,497 - $222,825
-7,896 Closed
0 $0
Q4 2019

Feb 11, 2020
BUY
$24.83 - $27.51 $196,057 - $217,218
7,896 New
7,896 $216,000
Q3 2019

Nov 14, 2019
SELL
$25.08 - $25.94 $211,574 - $218,829
-8,436 Closed
0 $0
Q2 2019

Aug 08, 2019
BUY
N/A
65 Added 0.78%
8,436 $221,000
Q1 2019

May 14, 2019
BUY
N/A
8,371 New
8,371 $218,000
Q4 2018

Feb 06, 2019
SELL
N/A
-7,976 Closed
0 $0
Q3 2018

Nov 09, 2018
BUY
N/A
134 Added 1.71%
7,976 $205,000
Q2 2018

Aug 06, 2018
BUY
N/A
48 Added 0.62%
7,842 $203,000
Q1 2018

May 14, 2018
SELL
N/A
-205 Reduced 2.56%
7,794 $224,000
Q4 2017

Jan 29, 2018
SELL
N/A
-148 Reduced 1.82%
7,999 $223,000
Q3 2017

Nov 09, 2017
BUY
N/A
8,147
8,147 $219,000

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

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
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