Boltwood Capital Management Schwab Strategic Tr Us Emergin Transaction History

Boltwood Capital Management

  • $326 Million
  • Q1 2025

A detailed history of Boltwood Capital Management transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Boltwood Capital Management holds 239,959 shares of SCHE stock, worth $6.63 Million. This represents 2.03% of its overall portfolio holdings.

Number of Shares
239,959
Previous 238,329 0.68%
Holding current value
$6.63 Million
Previous $6.35 Million 4.4%
% of portfolio
2.03%
Previous 1.94%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$25.81 - $28.52 $42,070 - $46,487
1,630 Added 0.68%
239,959 $6.63 Million
Q4 2024

Jan 06, 2025
SELL
$26.63 - $30.23 $62,846 - $71,342
-2,360 Reduced 0.98%
238,329 $6.35 Million
Q3 2024

Oct 02, 2024
SELL
$25.45 - $29.53 $199,528 - $231,515
-7,840 Reduced 3.15%
240,689 $7.02 Million
Q2 2024

Jul 08, 2024
SELL
$24.67 - $27.2 $178,758 - $197,091
-7,246 Reduced 2.83%
248,529 $6.6 Million
Q1 2024

Apr 04, 2024
BUY
$23.47 - $25.45 $242,210 - $262,644
10,320 Added 4.2%
255,775 $6.46 Million
Q4 2023

Jan 05, 2024
BUY
$23.04 - $24.89 $303,436 - $327,801
13,170 Added 5.67%
245,455 $6.08 Million
Q3 2023

Oct 10, 2023
BUY
$23.83 - $26.11 $336,050 - $368,203
14,102 Added 6.46%
232,285 $5.56 Million
Q2 2023

Jul 06, 2023
SELL
$23.66 - $25.54 $148,395 - $160,186
-6,272 Reduced 2.79%
218,183 $5.37 Million
Q1 2023

Apr 03, 2023
BUY
$23.32 - $26.39 $123,689 - $139,972
5,304 Added 2.42%
224,455 $5.5 Million
Q4 2022

Jan 06, 2023
SELL
$21.59 - $24.95 $318,366 - $367,912
-14,746 Reduced 6.3%
219,151 $0
Q3 2022

Oct 04, 2022
BUY
$22.4 - $25.83 $888,608 - $1.02 Million
39,670 Added 20.42%
233,897 $5.24 Million
Q2 2022

Jul 07, 2022
SELL
$24.51 - $28.87 $86,103 - $101,420
-3,513 Reduced 1.78%
194,227 $4.93 Million
Q1 2022

Apr 20, 2022
BUY
$25.61 - $30.82 $237,609 - $285,947
9,278 Added 4.92%
197,740 $5.49 Million
Q4 2021

Jan 10, 2022
BUY
$28.68 - $31.96 $536,746 - $598,131
18,715 Added 11.03%
188,462 $5.58 Million
Q3 2021

Oct 08, 2021
BUY
$29.81 - $32.7 $586,332 - $643,176
19,669 Added 13.11%
169,747 $5.17 Million
Q2 2021

Jul 06, 2021
BUY
$31.06 - $33.61 $135,421 - $146,539
4,360 Added 2.99%
150,078 $4.94 Million
Q1 2021

Apr 05, 2021
BUY
$30.78 - $34.63 $228,295 - $256,850
7,417 Added 5.36%
145,718 $4.63 Million
Q4 2020

Jan 04, 2021
BUY
$26.72 - $30.68 $278,502 - $319,777
10,423 Added 8.15%
138,301 $4.24 Million
Q3 2020

Oct 05, 2020
SELL
$24.69 - $27.71 $20,245 - $22,722
-820 Reduced 0.64%
127,878 $3.42 Million
Q2 2020

Jul 02, 2020
BUY
$19.87 - $25.05 $191,209 - $241,056
9,623 Added 8.08%
128,698 $3.13 Million
Q1 2020

Apr 07, 2020
BUY
$18.68 - $28.22 $392,877 - $593,523
21,032 Added 21.45%
119,075 $2.46 Million
Q4 2019

Jan 07, 2020
BUY
$24.83 - $27.51 $209,217 - $231,799
8,426 Added 9.4%
98,043 $2.68 Million
Q3 2019

Oct 02, 2019
SELL
$25.08 - $25.94 $63,678 - $65,861
-2,539 Reduced 2.76%
89,617 $2.25 Million
Q2 2019

Jul 01, 2019
BUY
N/A
9,494 Added 11.49%
92,156 $2.42 Million
Q1 2019

Apr 02, 2019
BUY
N/A
15,254 Added 22.63%
82,662 $2.15 Million
Q4 2018

Jan 07, 2019
SELL
N/A
-17,286 Reduced 20.41%
67,408 $1.59 Million
Q3 2018

Oct 10, 2018
BUY
N/A
16,353 Added 23.93%
84,694 $2.18 Million
Q2 2018

Jul 06, 2018
BUY
N/A
8,567 Added 14.33%
68,341 $1.77 Million
Q1 2018

Apr 05, 2018
BUY
N/A
1,800 Added 3.1%
59,774 $1.72 Million
Q4 2017

Jan 10, 2018
BUY
N/A
2,770 Added 5.02%
57,974 $1.62 Million
Q3 2017

Oct 10, 2017
BUY
N/A
55,204
55,204 $1.49 Million

Others Institutions Holding SCHE

# of Institutions
835
Shares Held
143M
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 Boltwood Capital Management Portfolio

Follow Boltwood Capital Management 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 Boltwood Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Boltwood Capital Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email