Cassady Schiller Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History

Cassady Schiller Wealth Management, LLC

  • $259 Million
  • Q3 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 2,082 shares of SCHE stock, worth $56,005. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,082
Previous 2,050 1.56%
Holding current value
$56,005
Previous $54,000 11.11%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$25.45 - $29.53 $814 - $944
32 Added 1.56%
2,082 $60,000
Q2 2024

Aug 12, 2024
SELL
$24.67 - $27.2 $16,183 - $17,843
-656 Reduced 24.24%
2,050 $54,000
Q1 2024

May 13, 2024
BUY
$23.47 - $25.45 $21,568 - $23,388
919 Added 51.43%
2,706 $68,000
Q4 2023

Feb 09, 2024
BUY
$23.04 - $24.89 $4,469 - $4,828
194 Added 12.18%
1,787 $44,000
Q3 2023

Nov 09, 2023
SELL
$23.83 - $26.11 $428 - $469
-18 Reduced 1.12%
1,593 $38,000
Q2 2023

Aug 10, 2023
BUY
$23.66 - $25.54 $3,785 - $4,086
160 Added 11.03%
1,611 $39,000
Q1 2023

May 12, 2023
SELL
$23.32 - $26.39 $73,131 - $82,759
-3,136 Reduced 68.37%
1,451 $35,000
Q4 2022

May 16, 2023
SELL
$21.59 - $24.95 $8,333 - $9,630
-386 Reduced 26.6%
1,065 $25,000
Q4 2022

Feb 13, 2023
BUY
$21.59 - $24.95 $99,033 - $114,445
4,587 New
4,587 $108,000
Q1 2022

May 12, 2022
SELL
$25.61 - $30.82 $30,040 - $36,151
-1,173 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$28.68 - $31.96 $33,641 - $37,489
1,173 New
1,173 $35,000

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

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
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