A detailed history of Golden State Wealth Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 24,500 shares of SCHE stock, worth $667,380. This represents 0.1% of its overall portfolio holdings.

Number of Shares
24,500
Previous 9,075 169.97%
Holding current value
$667,380
Previous $252,000 258803.17%
% of portfolio
0.1%
Previous 0.05%

Shares

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

Jan 28, 2025

BUY
$26.63 - $30.23 $410,767 - $466,297
15,425 Added 169.97%
24,500 $652 Million
Q1 2022

May 19, 2022

BUY
$25.61 - $30.82 $232,410 - $279,691
9,075 New
9,075 $252,000
Q1 2022

May 16, 2022

SELL
$25.61 - $30.82 $181,293 - $218,174
-7,079 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
$29.81 - $32.7 $26,501 - $29,070
889 Added 14.36%
7,079 $216,000
Q2 2021

Aug 12, 2021

BUY
$31.06 - $33.61 $192,261 - $208,045
6,190 New
6,190 $204,000
Q4 2020

Jan 28, 2021

SELL
$26.72 - $30.68 $217,287 - $249,489
-8,132 Closed
0 $0
Q3 2020

Nov 12, 2020

BUY
$24.69 - $27.71 $200,779 - $225,337
8,132 New
8,132 $218,000
Q2 2020

Aug 11, 2020

SELL
$19.87 - $25.05 $161,582 - $203,706
-8,132 Closed
0 $0
Q1 2020

Apr 17, 2020

SELL
$18.68 - $28.22 $35.3 Million - $53.4 Million
-1,890,627 Reduced 99.57%
8,132 $168,000
Q4 2019

Feb 13, 2020

BUY
$24.83 - $27.51 $47.1 Million - $52.2 Million
1,898,759 New
1,898,759 $52 Million

Others Institutions Holding SCHE

About SCHWAB STRATEGIC TR US EMERGIN


  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
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