Windward Private Wealth Management Inc. Schwab Strategic Tr Us Emergin Transaction History

Windward Private Wealth Management Inc.

  • $260 Million
  • Q3 2024

A detailed history of Windward Private Wealth Management Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 49,670 shares of SCHE stock, worth $1.35 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
49,670
Previous 49,404 0.54%
Holding current value
$1.35 Million
Previous $1.31 Million 10.44%
% of portfolio
0.56%
Previous 0.53%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$25.45 - $29.53 $6,769 - $7,854
266 Added 0.54%
49,670 $1.45 Million
Q2 2024

Jul 22, 2024
SELL
$24.67 - $27.2 $49,093 - $54,128
-1,990 Reduced 3.87%
49,404 $1.31 Million
Q1 2024

May 06, 2024
SELL
$23.47 - $25.45 $155,676 - $168,809
-6,633 Reduced 11.43%
51,394 $1.3 Million
Q4 2023

Jan 29, 2024
BUY
$23.04 - $24.89 $186,324 - $201,285
8,087 Added 16.19%
58,027 $1.44 Million
Q3 2023

Nov 03, 2023
SELL
$23.83 - $26.11 $37,985 - $41,619
-1,594 Reduced 3.09%
49,940 $1.2 Million
Q2 2023

Jul 20, 2023
SELL
$23.66 - $25.54 $9,061 - $9,781
-383 Reduced 0.74%
51,534 $1.27 Million
Q1 2023

Apr 24, 2023
SELL
$23.32 - $26.39 $8,395 - $9,500
-360 Reduced 0.69%
51,917 $1.27 Million
Q4 2022

Jan 25, 2023
BUY
$21.59 - $24.95 $328,060 - $379,115
15,195 Added 40.98%
52,277 $0
Q3 2022

Oct 26, 2022
SELL
$22.4 - $25.83 $9,161 - $10,564
-409 Reduced 1.09%
37,082 $831,000
Q2 2022

Jul 19, 2022
SELL
$24.51 - $28.87 $425,934 - $501,702
-17,378 Reduced 31.67%
37,491 $952,000
Q1 2022

May 10, 2022
BUY
$25.61 - $30.82 $948,594 - $1.14 Million
37,040 Added 207.75%
54,869 $1.52 Million
Q4 2021

Feb 08, 2022
SELL
$28.68 - $31.96 $298,530 - $332,671
-10,409 Reduced 36.86%
17,829 $528,000
Q3 2021

Oct 29, 2021
BUY
$29.81 - $32.7 $193,168 - $211,896
6,480 Added 29.78%
28,238 $861,000
Q2 2021

Jul 29, 2021
SELL
$31.06 - $33.61 $205,027 - $221,859
-6,601 Reduced 23.28%
21,758 $715,000
Q1 2021

May 06, 2021
BUY
$30.78 - $34.63 $319,742 - $359,736
10,388 Added 57.8%
28,359 $901,000
Q4 2020

Jan 26, 2021
BUY
$26.72 - $30.68 $480,185 - $551,350
17,971 New
17,971 $551,000

Others Institutions Holding SCHE

# of Institutions
783
Shares Held
142M
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
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