Uma Financial Services, Inc. Schwab Strategic Tr Us Emergin Transaction History

Uma Financial Services, Inc.

  • $573 Million
  • Q4 2024

A detailed history of Uma Financial Services, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Uma Financial Services, Inc. holds 3,172 shares of SCHE stock, worth $85,390. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,172
Holding current value
$85,390
% of portfolio
0.01%

Shares

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

Feb 12, 2025
BUY
$26.63 - $30.23 $84,470 - $95,889
3,172 New
3,172 $84,000
Q4 2023

Jan 23, 2024
SELL
$23.04 - $24.89 $18,938 - $20,459
-822 Reduced 7.89%
9,592 $237,000
Q2 2023

Jul 05, 2023
BUY
$23.66 - $25.54 $1,656 - $1,787
70 Added 0.68%
10,414 $256,000
Q1 2023

Apr 20, 2023
SELL
$23.32 - $26.39 $16,254 - $18,393
-697 Reduced 6.31%
10,344 $253,000
Q4 2022

Jan 25, 2023
SELL
$21.59 - $24.95 $323 - $374
-15 Reduced 0.14%
11,041 $0
Q3 2022

Oct 06, 2022
BUY
$22.4 - $25.83 $3,337 - $3,848
149 Added 1.37%
11,056 $259,000
Q2 2022

Aug 02, 2022
BUY
$24.51 - $28.87 $735 - $866
30 Added 0.28%
10,907 $272,000
Q1 2022

May 05, 2022
SELL
$25.61 - $30.82 $72,143 - $86,819
-2,817 Reduced 20.57%
10,877 $291,000
Q4 2021

Jan 11, 2022
BUY
$28.68 - $31.96 $22,915 - $25,536
799 Added 6.2%
13,694 $406,000
Q3 2021

Oct 19, 2021
BUY
$29.81 - $32.7 $20,658 - $22,661
693 Added 5.68%
12,895 $408,000
Q2 2021

Jul 23, 2021
SELL
$31.06 - $33.61 $8,044 - $8,704
-259 Reduced 2.08%
12,202 $389,000
Q1 2021

Apr 06, 2021
SELL
$30.78 - $34.63 $67,285 - $75,701
-2,186 Reduced 14.92%
12,461 $401,000
Q4 2020

Feb 19, 2021
BUY
$26.72 - $30.68 $15,631 - $17,947
585 Added 4.16%
14,647 $500,000
Q3 2020

Nov 04, 2020
SELL
$24.69 - $27.71 $617 - $692
-25 Reduced 0.18%
14,062 $388,000
Q2 2020

Aug 11, 2020
BUY
$19.87 - $25.05 $7,948 - $10,020
400 Added 2.92%
14,087 $375,000
Q1 2020

Apr 23, 2020
SELL
$18.68 - $28.22 $165,318 - $249,747
-8,850 Reduced 39.27%
13,687 $296,000
Q4 2019

Jan 14, 2020
SELL
$24.83 - $27.51 $41,341 - $45,804
-1,665 Reduced 6.88%
22,537 $636,000
Q3 2019

Nov 26, 2019
BUY
$25.08 - $25.94 $606,986 - $627,799
24,202 New
24,202 $645,000

Others Institutions Holding SCHE

# of Institutions
838
Shares Held
144M
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 Uma Financial Services, Inc. Portfolio

Follow Uma Financial Services, Inc. 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 Uma Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Uma Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email