Apcm Wealth Management For Individuals Schwab Strategic Tr Us Emergin Transaction History

Apcm Wealth Management For Individuals

  • $643 Million
  • Q4 2024

A detailed history of Apcm Wealth Management For Individuals transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Apcm Wealth Management For Individuals holds 24,112 shares of SCHE stock, worth $665,732. This represents 0.1% of its overall portfolio holdings.

Number of Shares
24,112
Previous 23,013 4.78%
Holding current value
$665,732
Previous $671,000 4.32%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Jan 29, 2025
BUY
$26.63 - $30.23 $29,266 - $33,222
1,099 Added 4.78%
24,112 $642,000
Q3 2024

Nov 04, 2024
SELL
$25.45 - $29.53 $7,965 - $9,242
-313 Reduced 1.34%
23,013 $671,000
Q2 2024

Jul 22, 2024
BUY
$24.67 - $27.2 $8,708 - $9,601
353 Added 1.54%
23,326 $619,000
Q1 2024

Apr 18, 2024
BUY
$23.47 - $25.45 $69,353 - $75,204
2,955 Added 14.76%
22,973 $580,000
Q4 2023

Jan 16, 2024
BUY
$23.04 - $24.89 $50,112 - $54,135
2,175 Added 12.19%
20,018 $496,000
Q3 2023

Oct 31, 2023
SELL
$23.83 - $26.11 $7,601 - $8,329
-319 Reduced 1.76%
17,843 $427,000
Q2 2023

Jul 28, 2023
SELL
$23.66 - $25.54 $208,728 - $225,313
-8,822 Reduced 32.69%
18,162 $447,000
Q1 2023

May 09, 2023
SELL
$23.32 - $26.39 $41,462 - $46,921
-1,778 Reduced 6.18%
26,984 $661,000
Q4 2022

Feb 01, 2023
BUY
$21.59 - $24.95 $32,514 - $37,574
1,506 Added 5.53%
28,762 $680,000
Q3 2022

Oct 21, 2022
BUY
$22.4 - $25.83 $32,591 - $37,582
1,455 Added 5.64%
27,256 $611,000
Q2 2022

Jul 15, 2022
BUY
$24.51 - $28.87 $36,789 - $43,333
1,501 Added 6.18%
25,801 $655,000
Q1 2022

Apr 11, 2022
BUY
$25.61 - $30.82 $22,203 - $26,720
867 Added 3.7%
24,300 $675,000
Q4 2021

Jan 19, 2022
BUY
$28.68 - $31.96 $55,180 - $61,491
1,924 Added 8.95%
23,433 $694,000
Q3 2021

Oct 21, 2021
BUY
$29.81 - $32.7 $67,310 - $73,836
2,258 Added 11.73%
21,509 $656,000
Q2 2021

Jul 13, 2021
BUY
$31.06 - $33.61 $66,375 - $71,824
2,137 Added 12.49%
19,251 $633,000
Q1 2021

Apr 13, 2021
SELL
$30.78 - $34.63 $10,065 - $11,324
-327 Reduced 1.87%
17,114 $544,000
Q4 2020

Jan 12, 2021
BUY
$26.72 - $30.68 $24,502 - $28,133
917 Added 5.55%
17,441 $535,000
Q3 2020

Oct 06, 2020
BUY
$24.69 - $27.71 $15,480 - $17,374
627 Added 3.94%
16,524 $442,000
Q2 2020

Aug 14, 2020
BUY
$19.87 - $25.05 $22,492 - $28,356
1,132 Added 7.67%
15,897 $387,000
Q1 2020

May 15, 2020
BUY
$18.68 - $28.22 $22,584 - $34,117
1,209 Added 8.92%
14,765 $0
Q4 2019

Feb 11, 2020
BUY
$24.83 - $27.51 $336,595 - $372,925
13,556 New
13,556 $371,000
Q3 2019

Nov 18, 2019
SELL
$25.08 - $25.94 $860,369 - $889,871
-34,305 Closed
0 $0
Q1 2019

May 16, 2019
BUY
N/A
2,589 Added 8.16%
34,305 $892,000
Q4 2018

Feb 14, 2019
BUY
N/A
840 Added 2.72%
31,716 $746,000
Q3 2018

Nov 15, 2018
BUY
N/A
2,436 Added 8.57%
30,876 $793,000
Q2 2018

Aug 15, 2018
BUY
N/A
860 Added 3.12%
28,440 $736,000
Q1 2018

May 16, 2018
SELL
N/A
-816 Reduced 2.87%
27,580 $791,000
Q4 2017

Feb 16, 2018
BUY
N/A
28,396
28,396 $793,000

Others Institutions Holding SCHE

# of Institutions
838
Shares Held
144M
Call Options Held
24.2K
Put Options Held
300
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
Track This Portfolio

Track Apcm Wealth Management For Individuals Portfolio

Follow Apcm Wealth Management For Individuals and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Apcm Wealth Management For Individuals with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email