Carolinas Wealth Consulting LLC Schwab Strategic Tr Us Emergin Transaction History

Carolinas Wealth Consulting LLC

$557 Million
Q4 2024

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 77 shares of SCHE stock, worth $2,159. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 75 2.67%

Holding current value

$2,159

Previous $2,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 26, 2025	BUY	$26.63 - $30.23 $53 - $60	2 Added 2.67%	77 $2,000
Q2 2024 Aug 12, 2024	BUY	$24.67 - $27.2 $24 - $27	1 Added 1.35%	75 $1,000
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	$21.59 - $24.95 $928 - $1,072	43 Added 84.31%	94 $2,000
Q3 2021 Nov 15, 2021	BUY	$29.81 - $32.7 $29 - $32	1 Added 2.0%	51 $2,000
Q2 2021 Aug 17, 2021	BUY	$31.06 - $33.61 $931 - $1,008	30 Added 150.0%	50 $2,000
Q1 2021 May 17, 2021	BUY	$30.78 - $34.63 $615 - $692	20 New	20 $1,000

Others Institutions Holding SCHE

# of Institutions

830

Shares Held

143M

Call Options Held

24.2K

Put Options Held

300

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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Carolinas Wealth Consulting LLC Schwab Strategic Tr Us Emergin Transaction History