A detailed history of Carolinas Wealth Consulting LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 74 shares of SCHE stock, worth $2,004. This represents 0.0% of its overall portfolio holdings.

Number of Shares
74
Previous 74 -0.0%
Holding current value
$2,004
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024

BUY
$23.04 - $24.89 $46 - $49
2 Added 2.78%
74 $1,000
Q2 2023

Aug 14, 2023

BUY
$23.66 - $25.54 $23 - $25
1 Added 1.41%
72 $1,000
Q1 2023

May 15, 2023

SELL
$23.32 - $26.39 $536 - $606
-23 Reduced 24.47%
71 $1,000
Q4 2022

Feb 14, 2023

BUY
$22.0 - $24.95 $946 - $1,072
43 Added 84.31%
94 $2,000
Q3 2021

Nov 15, 2021

BUY
N/A
1 Added 2.0%
51 $2,000
Q2 2021

Aug 17, 2021

BUY
N/A
30 Added 150.0%
50 $2,000
Q1 2021

May 17, 2021

BUY
N/A
20 New
20 $1,000

Others Institutions Holding SCHE

About SCHWAB STRATEGIC TR US EMERGIN


  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
Track This Portfolio

Track Carolinas Wealth Consulting LLC Portfolio

Follow Carolinas Wealth Consulting 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 Carolinas Wealth Consulting LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carolinas Wealth Consulting LLC with notifications on news.