Captrust Financial Advisors Schwab Strategic Tr Us Emergin Transaction History

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025

A detailed history of Captrust Financial Advisors transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Captrust Financial Advisors holds 280,831 shares of SCHE stock, worth $8.66 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
280,831
Previous 329,299 14.72%
Holding current value
$8.66 Million
Previous $8.77 Million 11.71%
% of portfolio
0.02%
Previous 0.03%

Shares

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

May 14, 2025
SELL
$25.81 - $28.52 $1.25 Million - $1.38 Million
-48,468 Reduced 14.72%
280,831 $7.74 Million
Q4 2024

Feb 14, 2025
SELL
$26.63 - $30.23 $705,641 - $801,034
-26,498 Reduced 7.45%
329,299 $8.77 Million
Q3 2024

Nov 14, 2024
BUY
$25.45 - $29.53 $2.16 Million - $2.5 Million
84,754 Added 31.27%
355,797 $10.4 Million
Q2 2024

Aug 14, 2024
SELL
$24.67 - $27.2 $341,802 - $376,856
-13,855 Reduced 4.86%
271,043 $7.2 Million
Q1 2024

May 15, 2024
BUY
$23.47 - $25.45 $624,560 - $677,249
26,611 Added 10.3%
284,898 $7.19 Million
Q4 2023

Feb 14, 2024
SELL
$23.04 - $24.89 $1.12 Million - $1.21 Million
-48,721 Reduced 15.87%
258,287 $6.4 Million
Q3 2023

Nov 14, 2023
BUY
$23.83 - $26.11 $1.61 Million - $1.76 Million
67,439 Added 28.15%
307,008 $7.35 Million
Q2 2023

Aug 14, 2023
SELL
$23.66 - $25.54 $583,100 - $629,433
-24,645 Reduced 9.33%
239,569 $5.9 Million
Q1 2023

May 15, 2023
BUY
$23.32 - $26.39 $194,115 - $219,670
8,324 Added 3.25%
264,214 $6.48 Million
Q4 2022

Feb 15, 2023
SELL
$21.59 - $24.95 $1.16 Million - $1.35 Million
-53,944 Reduced 17.41%
255,890 $6.06 Million
Q3 2022

Nov 16, 2022
BUY
$22.4 - $25.83 $745,225 - $859,338
33,269 Added 12.03%
309,834 $6.94 Million
Q2 2022

Aug 23, 2022
SELL
$24.51 - $28.87 $66,201 - $77,977
-2,701 Reduced 0.97%
276,565 $7.02 Million
Q2 2022

Aug 16, 2022
SELL
$24.51 - $28.87 $1.01 Million - $1.19 Million
-41,076 Reduced 12.82%
279,266 $7.09 Million
Q1 2022

May 16, 2022
BUY
$25.61 - $30.82 $3.48 Million - $4.19 Million
136,037 Added 73.81%
320,342 $8.9 Million
Q4 2021

Feb 14, 2022
BUY
$28.68 - $31.96 $1.52 Million - $1.7 Million
53,158 Added 40.53%
184,305 $5.46 Million
Q3 2021

Nov 16, 2021
BUY
$29.81 - $32.7 $21,850 - $23,969
733 Added 0.56%
131,147 $4 Million
Q2 2021

Aug 16, 2021
SELL
$31.06 - $33.61 $26,680 - $28,870
-859 Reduced 0.65%
130,414 $4.29 Million
Q1 2021

May 17, 2021
SELL
$30.78 - $34.63 $213,059 - $239,708
-6,922 Reduced 5.01%
131,273 $4.17 Million
Q4 2020

Feb 16, 2021
SELL
$26.72 - $30.68 $250,019 - $287,072
-9,357 Reduced 6.34%
138,195 $4.24 Million
Q3 2020

Nov 17, 2020
SELL
$24.69 - $27.71 $1.32 Million - $1.48 Million
-53,284 Reduced 26.53%
147,552 $3.99 Million
Q2 2020

Aug 14, 2020
SELL
$19.87 - $25.05 $740,078 - $933,012
-37,246 Reduced 15.64%
200,836 $4.96 Million
Q1 2020

May 15, 2020
SELL
$18.68 - $28.22 $1.08 Million - $1.64 Million
-57,973 Reduced 19.58%
238,082 $4.73 Million
Q4 2019

Feb 14, 2020
BUY
$24.83 - $27.51 $1.12 Million - $1.25 Million
45,259 Added 18.05%
296,055 $8.29 Million
Q3 2019

Nov 14, 2019
BUY
$25.08 - $25.94 $1.74 Million - $1.8 Million
69,209 Added 38.11%
250,796 $6.3 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-26,909 Reduced 12.91%
181,587 $4.79 Million
Q1 2019

May 15, 2019
BUY
N/A
190,989 Added 1090.93%
208,496 $5.42 Million
Q4 2018

Feb 13, 2019
SELL
N/A
-256 Reduced 1.44%
17,507 $412,000
Q3 2018

Nov 15, 2018
BUY
N/A
13,546 Added 321.22%
17,763 $457,000
Q2 2018

Aug 13, 2018
BUY
N/A
637 Added 17.79%
4,217 $109,000
Q1 2018

May 15, 2018
SELL
N/A
-563 Reduced 13.59%
3,580 $101,000
Q4 2017

Feb 14, 2018
SELL
N/A
-8 Reduced 0.19%
4,143 $116,000
Q3 2017

Feb 16, 2018
BUY
N/A
679 Added 19.56%
4,151 $119,000
Q3 2017

Nov 13, 2017
BUY
N/A
3,472
3,472 $93,000

Others Institutions Holding SCHE

# of Institutions
855
Shares Held
150M
Call Options Held
30.5K
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
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