Sunesis Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History

Sunesis Advisors, LLC

  • $165 Million
  • Q3 2024

A detailed history of Sunesis Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Sunesis Advisors, LLC holds 12,698 shares of SCHE stock, worth $343,480. This represents 0.22% of its overall portfolio holdings.

Number of Shares
12,698
Previous 12,698 -0.0%
Holding current value
$343,480
Previous $337,000 9.79%
% of portfolio
0.22%
Previous 0.2%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
SELL
$23.47 - $25.45 $980,482 - $1.06 Million
-41,776 Reduced 76.69%
12,698 $320,000
Q4 2023

Jan 19, 2024
BUY
$23.04 - $24.89 $1,681 - $1,816
73 Added 0.13%
54,474 $1.35 Million
Q1 2023

Apr 27, 2023
SELL
$23.32 - $26.39 $215,453 - $243,817
-9,239 Reduced 14.52%
54,401 $1.33 Million
Q3 2021

Oct 27, 2021
SELL
$29.81 - $32.7 $47,219 - $51,796
-1,584 Reduced 2.43%
63,640 $1.94 Million
Q4 2019

Jan 27, 2020
SELL
$24.83 - $27.51 $11,570 - $12,819
-466 Reduced 0.71%
65,224 $1.79 Million
Q1 2019

Apr 29, 2019
BUY
N/A
65,690 New
65,690 $1.71 Million
Q4 2018

Jan 25, 2019
SELL
N/A
-65,690 Closed
0 $0
Q2 2018

Aug 06, 2018
BUY
N/A
65,690 New
65,690 $1.7 Million

Others Institutions Holding SCHE

# of Institutions
780
Shares Held
141M
Call Options Held
28.1K
Put Options Held
200
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 Sunesis Advisors, LLC Portfolio

Follow Sunesis Advisors, 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 Sunesis Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sunesis Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email