Great Waters Wealth Management Schwab Strategic Tr Us Emergin Transaction History

Great Waters Wealth Management

$742 Billion
Q3 2024

A detailed history of Great Waters Wealth Management transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Great Waters Wealth Management holds 8,979 shares of SCHE stock, worth $247,820. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,979

Previous 8,890 1.0%

Holding current value

$247,820

Previous $236 Million 10.95%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	BUY	$25.45 - $29.53 $2,265 - $2,628	89 Added 1.0%	8,979 $262 Million
Q2 2024 Jul 08, 2024	SELL	$24.67 - $27.2 $1,874 - $2,067	-76 Reduced 0.85%	8,890 $236 Million
Q1 2024 Apr 08, 2024	SELL	$23.47 - $25.45 $47,597 - $51,612	-2,028 Reduced 18.45%	8,966 $226 Million
Q4 2023 Jan 19, 2024	BUY	$23.04 - $24.89 $5,114 - $5,525	222 Added 2.06%	10,994 $268 Million
Q3 2023 Oct 11, 2023	SELL	$23.83 - $26.11 $12,486 - $13,681	-524 Reduced 4.64%	10,772 $257 Million
Q2 2023 Jul 07, 2023	BUY	$23.66 - $25.54 $2,224 - $2,400	94 Added 0.84%	11,296 $278 Million
Q1 2023 Apr 25, 2023	SELL	$23.32 - $26.39 $1,912 - $2,163	-82 Reduced 0.73%	11,202 $271 Million
Q4 2022 Feb 03, 2023	BUY	$21.59 - $24.95 $243,621 - $281,535	11,284 New	11,284 $295 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

Ticker SCHE
Sector ETFs
Industry ETFs

More about SCHE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Waters Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Great Waters Wealth Management with notifications on news.

Account

Great Waters Wealth Management Schwab Strategic Tr Us Emergin Transaction History