A detailed history of Capital Directions Investment Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 86 shares of SCHE stock, worth $2,384. This represents 0.0% of its overall portfolio holdings.

Number of Shares
86
Previous 0 Infinity%
Holding current value
$2,384
Previous $2,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 01, 2023

BUY
$21.59 - $24.95 $1,856 - $2,145
86 New
86 $2,000
Q3 2022

Nov 02, 2022

SELL
$22.4 - $25.83 $1,926 - $2,221
-86 Closed
0 $2,000
Q1 2022

May 16, 2022

BUY
$25.61 - $30.82 $2,202 - $2,650
86 New
86 $2,000
Q2 2020

Aug 13, 2020

SELL
$19.87 - $25.05 $17,386 - $21,918
-875 Closed
0 $0
Q1 2020

May 11, 2020

SELL
$18.68 - $28.22 $3,212 - $4,853
-172 Reduced 16.43%
875 $18,000
Q4 2019

Feb 05, 2020

BUY
$24.83 - $27.51 $4,270 - $4,731
172 Added 19.66%
1,047 $29,000
Q3 2019

Nov 14, 2019

SELL
$25.08 - $25.94 $1,354 - $1,400
-54 Reduced 5.81%
875 $22,000
Q4 2018

Feb 15, 2019

BUY
N/A
1 Added 0.11%
929 $22,000
Q3 2018

Nov 14, 2018

BUY
N/A
53 Added 6.06%
928 $24,000
Q2 2018

Aug 14, 2018

SELL
N/A
-578 Reduced 39.78%
875 $23,000
Q1 2018

May 10, 2018

BUY
N/A
1 Added 0.07%
1,453 $42,000
Q4 2017

Feb 15, 2018

BUY
N/A
52 Added 3.71%
1,452 $41,000
Q3 2017

Nov 14, 2017

BUY
N/A
525 Added 60.0%
1,400 $38,000
Q2 2017

Aug 15, 2017

BUY
N/A
875
875 $22,000

Others Institutions Holding SCHE

About SCHWAB STRATEGIC TR US EMERGIN


  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
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