Adviser Investments LLC Schwab Strategic Tr Us Emergin Transaction History

Adviser Investments LLC

$7.95 Billion
Q3 2024

A detailed history of Adviser Investments LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Adviser Investments LLC holds 165,116 shares of SCHE stock, worth $4.44 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

165,116

Previous 164,558 0.34%

Holding current value

$4.44 Million

Previous $4.37 Million 10.25%

% of portfolio

0.06%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$25.45 - $29.53 $14,201 - $16,477	558 Added 0.34%	165,116 $4.82 Million
Q2 2024 Aug 12, 2024	SELL	$24.67 - $27.2 $259,035 - $285,600	-10,500 Reduced 6.0%	164,558 $4.37 Million
Q1 2024 Apr 29, 2024	BUY	$23.47 - $25.45 $39,382 - $42,705	1,678 Added 0.97%	175,058 $4.42 Million
Q4 2023 Feb 01, 2024	BUY	$23.04 - $24.89 $135,475 - $146,353	5,880 Added 3.51%	173,380 $4.3 Million
Q3 2023 Oct 11, 2023	SELL	$23.83 - $26.11 $38,747 - $42,454	-1,626 Reduced 0.96%	167,500 $4.01 Million
Q2 2023 Aug 04, 2023	BUY	$23.66 - $25.54 $4 Million - $4.32 Million	169,126 New	169,126 $4.17 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-2,000 Closed	0 $0
Q1 2018 May 14, 2018	BUY	N/A	2,000 New	2,000 $57,000

Others Institutions Holding SCHE

# of Institutions

780

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Adviser Investments LLC Schwab Strategic Tr Us Emergin Transaction History