Clearstead Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Clearstead Advisors, LLC holds 10,221 shares of SCHE stock, worth $283,428. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,221
Previous 10,486 2.53%
Holding current value
$283,428
Previous $278,000 7.19%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024
SELL
$25.45 - $29.53 $6,744 - $7,825
-265 Reduced 2.53%
10,221 $298,000
Q2 2024

Aug 09, 2024
BUY
$24.67 - $27.2 $493 - $544
20 Added 0.19%
10,486 $278,000
Q1 2024

May 14, 2024
SELL
$23.47 - $25.45 $158,492 - $171,863
-6,753 Reduced 39.22%
10,466 $264,000
Q4 2023

Feb 12, 2024
BUY
$23.04 - $24.89 $37,370 - $40,371
1,622 Added 10.4%
17,219 $426,000
Q3 2023

Nov 07, 2023
BUY
$23.83 - $26.11 $11,652 - $12,767
489 Added 3.24%
15,597 $373,000
Q2 2023

Aug 07, 2023
BUY
$23.66 - $25.54 $141 - $153
6 Added 0.04%
15,108 $372,000
Q1 2023

May 09, 2023
SELL
$23.32 - $26.39 $6,856 - $7,758
-294 Reduced 1.91%
15,102 $370,000
Q4 2022

Feb 14, 2023
SELL
$21.59 - $24.95 $24,375 - $28,168
-1,129 Reduced 6.83%
15,396 $364,000
Q3 2022

Nov 14, 2022
SELL
$22.4 - $25.83 $7,279 - $8,394
-325 Reduced 1.93%
16,525 $370,000
Q2 2022

Aug 12, 2022
SELL
$24.51 - $28.87 $75,319 - $88,717
-3,073 Reduced 15.42%
16,850 $428,000
Q1 2022

May 04, 2022
SELL
$25.61 - $30.82 $62,898 - $75,693
-2,456 Reduced 10.97%
19,923 $553,000
Q4 2021

Feb 14, 2022
SELL
$28.68 - $31.96 $292,908 - $326,407
-10,213 Reduced 31.34%
22,379 $663,000
Q3 2021

Nov 12, 2021
BUY
$29.81 - $32.7 $962,058 - $1.06 Million
32,273 Added 10116.93%
32,592 $993,000
Q2 2021

Aug 12, 2021
BUY
$31.06 - $33.61 $31 - $33
1 Added 0.31%
319 $10,000
Q4 2020

Feb 11, 2021
BUY
$26.72 - $30.68 $80 - $92
3 Added 0.95%
318 $10,000
Q3 2020

Nov 12, 2020
SELL
$24.69 - $27.71 $7,086 - $7,952
-287 Reduced 47.67%
315 $8,000
Q2 2020

Aug 11, 2020
SELL
$19.87 - $25.05 $190,672 - $240,379
-9,596 Reduced 94.1%
602 $15,000
Q1 2020

May 14, 2020
BUY
$18.68 - $28.22 $190,498 - $287,787
10,198 New
10,198 $211,000

Others Institutions Holding SCHE

# of Institutions
778
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
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, 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 Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email