A detailed history of Avion Wealth transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Avion Wealth holds 1,201 shares of SCHE stock, worth $33,147. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,201
Previous 38 3060.53%
Holding current value
$33,147
Previous $1,000 3400.0%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Oct 18, 2024

BUY
$25.45 - $29.53 $29,598 - $34,343
1,163 Added 3060.53%
1,201 $35,000
Q4 2023

Jan 26, 2024

SELL
$23.04 - $24.89 $57,600 - $62,225
-2,500 Reduced 98.5%
38 $1,000
Q3 2023

Oct 20, 2023

BUY
$23.83 - $26.11 $905 - $992
38 Added 1.52%
2,538 $60,000
Q2 2022

Aug 11, 2022

BUY
$24.51 - $28.87 $61,275 - $72,175
2,500 New
2,500 $63,000

Others Institutions Holding SCHE

About SCHWAB STRATEGIC TR US EMERGIN


  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
Track This Portfolio

Track Avion Wealth Portfolio

Follow Avion Wealth 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 Avion Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Avion Wealth with notifications on news.