Coastwise Capital Group, LLC Schwab Strategic Tr Us Emergin Transaction History

Coastwise Capital Group, LLC

  • $124 Million
  • Q4 2024

A detailed history of Coastwise Capital Group, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Coastwise Capital Group, LLC holds 18,717 shares of SCHE stock, worth $504,610. This represents 0.4% of its overall portfolio holdings.

Number of Shares
18,717
Previous 18,378 1.84%
Holding current value
$504,610
Previous $536,000 7.09%
% of portfolio
0.4%
Previous 0.44%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$26.63 - $30.23 $9,027 - $10,247
339 Added 1.84%
18,717 $498,000
Q3 2024

Nov 14, 2024
BUY
$25.45 - $29.53 $7,533 - $8,740
296 Added 1.64%
18,378 $536,000
Q2 2024

Aug 14, 2024
SELL
$24.67 - $27.2 $68,829 - $75,888
-2,790 Reduced 13.37%
18,082 $480,000
Q1 2024

May 14, 2024
SELL
$23.47 - $25.45 $35,463 - $38,454
-1,511 Reduced 6.75%
20,872 $527,000
Q4 2023

Feb 14, 2024
SELL
$23.04 - $24.89 $1,359 - $1,468
-59 Reduced 0.26%
22,383 $554,000
Q3 2023

Nov 13, 2023
BUY
$23.83 - $26.11 $19,326 - $21,175
811 Added 3.75%
22,442 $537,000
Q2 2023

Aug 10, 2023
SELL
$23.66 - $25.54 $3,028 - $3,269
-128 Reduced 0.59%
21,631 $532,000
Q1 2023

May 11, 2023
BUY
$23.32 - $26.39 $5,153 - $5,832
221 Added 1.03%
21,759 $533,000
Q4 2022

Feb 14, 2023
SELL
$21.59 - $24.95 $8,506 - $9,830
-394 Reduced 1.8%
21,538 $509,000
Q3 2022

Nov 10, 2022
SELL
$22.4 - $25.83 $18,278 - $21,077
-816 Reduced 3.59%
21,932 $491,000
Q2 2022

Aug 15, 2022
BUY
$24.51 - $28.87 $75,490 - $88,919
3,080 Added 15.66%
22,748 $577,000
Q1 2022

Aug 15, 2022
BUY
$25.61 - $30.82 $503,697 - $606,167
19,668 New
19,668 $546,000

Others Institutions Holding SCHE

# of Institutions
785
Shares Held
142M
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 Coastwise Capital Group, LLC Portfolio

Follow Coastwise Capital Group, 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 Coastwise Capital Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Coastwise Capital Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email