Values Added Financial LLC Schwab Strategic Tr Us Emergin Transaction History

Values Added Financial LLC

  • $159 Billion
  • Q3 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 14,534 shares of SCHE stock, worth $400,121. This represents 0.27% of its overall portfolio holdings.

Number of Shares
14,534
Previous 15,618 6.94%
Holding current value
$400,121
Previous $415 Million 2.24%
% of portfolio
0.27%
Previous 0.3%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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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