Baldrige Asset Management LLC Schwab Strategic Tr Us Emergin Transaction History

Baldrige Asset Management LLC

  • $244 Million
  • Q1 2023

A detailed history of Baldrige Asset Management LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Baldrige Asset Management LLC holds 51,564 shares of SCHE stock, worth $1.4 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
51,564
Previous 48,317 6.72%
Holding current value
$1.4 Million
Previous $1.14 Million 10.49%
% of portfolio
0.52%
Previous 0.51%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 17, 2023
BUY
$23.32 - $26.39 $75,720 - $85,688
3,247 Added 6.72%
51,564 $1.26 Million
Q4 2022

Jan 13, 2023
SELL
$22.0 - $24.95 $67,672 - $76,746
-3,076 Reduced 5.99%
48,317 $1.14 Million
Q3 2022

Oct 13, 2022
BUY
N/A
866 Added 1.71%
51,393 $1.15 Million
Q2 2022

Jul 12, 2022
SELL
N/A
-17 Reduced 0.03%
50,527 $1.28 Million
Q1 2022

Apr 26, 2022
BUY
N/A
1,443 Added 2.94%
50,544 $1.4 Million
Q4 2021

Jan 27, 2022
BUY
N/A
1,598 Added 3.36%
49,101 $1.45 Million
Q3 2021

Oct 22, 2021
BUY
N/A
248 Added 0.52%
47,503 $1.45 Million
Q2 2021

Aug 03, 2021
SELL
N/A
-285 Reduced 0.6%
47,255 $1.55 Million
Q1 2021

Apr 14, 2021
SELL
N/A
-1,248 Reduced 2.56%
47,540 $1.51 Million
Q4 2020

Feb 03, 2021
BUY
N/A
412 Added 0.85%
48,788 $1.5 Million
Q3 2020

Nov 12, 2020
BUY
N/A
717 Added 1.5%
48,376 $1.3 Million
Q2 2020

Jul 31, 2020
SELL
N/A
-20 Reduced 0.04%
47,659 $1.16 Million
Q1 2020

Apr 14, 2020
BUY
N/A
16,968 Added 55.25%
47,679 $986,000
Q4 2019

Feb 11, 2020
BUY
N/A
1,753 Added 6.05%
30,711 $841,000
Q3 2019

Oct 23, 2019
BUY
N/A
967 Added 3.45%
28,958 $728,000
Q2 2019

Jul 18, 2019
BUY
N/A
74 Added 0.27%
27,991 $734,000
Q1 2019

May 16, 2019
BUY
N/A
27,917 New
27,917 $726,000

Others Institutions Holding SCHE

# of Institutions
764
Shares Held
234M
Call Options Held
26.1K
Put Options Held
0
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 Baldrige Asset Management LLC Portfolio

Follow Baldrige Asset Management LLC 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 Baldrige Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baldrige Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email