Cadence Wealth Management LLC Schwab Strategic Tr Us Emergin Transaction History

Cadence Wealth Management LLC

  • $123 Million
  • Q3 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023
SELL
$23.83 - $26.11 $60,790 - $66,606
-2,551 Reduced 18.81%
11,008 $263,000
Q2 2023

Aug 03, 2023
SELL
$23.66 - $25.54 $18,998 - $20,508
-803 Reduced 5.59%
13,559 $333,000
Q1 2023

May 04, 2023
SELL
$23.32 - $26.39 $629 - $712
-27 Reduced 0.19%
14,362 $352,000
Q4 2022

Feb 09, 2023
BUY
$21.59 - $24.95 $1,748 - $2,020
81 Added 0.57%
14,389 $340,000
Q3 2022

Nov 14, 2022
SELL
$22.4 - $25.83 $14,179 - $16,350
-633 Reduced 4.24%
14,308 $320,000
Q2 2022

Aug 15, 2022
SELL
$24.51 - $28.87 $44,240 - $52,110
-1,805 Reduced 10.78%
14,941 $379,000
Q1 2022

May 16, 2022
BUY
$25.61 - $30.82 $9,245 - $11,126
361 Added 2.2%
16,746 $465,000
Q4 2021

Feb 09, 2022
SELL
$28.68 - $31.96 $9,493 - $10,578
-331 Reduced 1.98%
16,385 $485,000
Q3 2021

Nov 04, 2021
SELL
$29.81 - $32.7 $17,409 - $19,096
-584 Reduced 3.38%
16,716 $510,000
Q2 2021

Aug 12, 2021
SELL
$31.06 - $33.61 $58,889 - $63,724
-1,896 Reduced 9.88%
17,300 $569,000
Q1 2021

May 17, 2021
BUY
$30.78 - $34.63 $590,852 - $664,757
19,196 New
19,196 $610,000

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

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