Values Added Financial LLC Schwab Strategic Tr Us Emergin Transaction History

Values Added Financial LLC

  • $173 Billion
  • Q4 2024

A detailed history of Values Added Financial LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Values Added Financial LLC holds 14,493 shares of SCHE stock, worth $406,528. This represents 0.22% of its overall portfolio holdings.

Number of Shares
14,493
Previous 14,534 0.28%
Holding current value
$406,528
Previous $424 Million 9.0%
% of portfolio
0.22%
Previous 0.27%

Shares

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

Jan 29, 2025
SELL
$26.63 - $30.23 $1,091 - $1,239
-41 Reduced 0.28%
14,493 $386 Million
Q3 2024

Oct 28, 2024
SELL
$25.45 - $29.53 $27,587 - $32,010
-1,084 Reduced 6.94%
14,534 $424 Million
Q2 2024

Jul 30, 2024
SELL
$24.67 - $27.2 $4,687 - $5,168
-190 Reduced 1.2%
15,618 $415 Million
Q1 2024

Apr 25, 2024
BUY
$23.47 - $25.45 $6,782 - $7,355
289 Added 1.86%
15,808 $399 Million
Q4 2023

Jan 18, 2024
SELL
$23.04 - $24.89 $200,977 - $217,115
-8,723 Reduced 35.98%
15,519 $385 Million
Q2 2023

Jul 24, 2023
BUY
$23.66 - $25.54 $573,565 - $619,140
24,242 New
24,242 $597 Million

Others Institutions Holding SCHE

# of Institutions
830
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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