Cyndeo Wealth Partners, LLC Schwab Strategic Tr Us Emergin Transaction History

Cyndeo Wealth Partners, LLC

  • $1.4 Billion
  • Q3 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 31,756 shares of SCHE stock, worth $874,242. This represents 0.07% of its overall portfolio holdings.

Number of Shares
31,756
Previous 37,322 14.91%
Holding current value
$874,242
Previous $991,000 6.56%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Oct 18, 2024
SELL
$25.45 - $29.53 $141,654 - $164,363
-5,566 Reduced 14.91%
31,756 $926,000
Q1 2024

Apr 16, 2024
SELL
$23.47 - $25.45 $281,733 - $305,501
-12,004 Reduced 24.34%
37,322 $942,000
Q4 2023

Jan 12, 2024
SELL
$23.04 - $24.89 $102,297 - $110,511
-4,440 Reduced 8.26%
49,326 $1.22 Million
Q3 2023

Oct 10, 2023
BUY
$23.83 - $26.11 $1.28 Million - $1.4 Million
53,766 New
53,766 $1.29 Million

Others Institutions Holding SCHE

# of Institutions
779
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
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