Code Waechter LLC Schwab Strategic Tr Us Emergin Transaction History

Code Waechter LLC

$122 Million
Q1 2025

A detailed history of Code Waechter LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Code Waechter LLC holds 8,173 shares of SCHE stock, worth $233,911. This represents 0.19% of its overall portfolio holdings.

Number of Shares

8,173

Holding current value

$233,911

% of portfolio

0.19%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 30, 2025	BUY	$25.81 - $28.52 $210,945 - $233,093	8,173 New	8,173 $225,000
Q3 2024 Oct 10, 2024	BUY	$25.45 - $29.53 $187,973 - $218,108	7,386 New	7,386 $216,000

Others Institutions Holding SCHE

# of Institutions

847

Shares Held

150M

Call Options Held

30.5K

Put Options Held

300

Creative Planning Overland Park, KS

20.1M
Shares

$575 Million
0.52% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.2M
Shares

$520 Million
1.08% of portfolio
High Tower Advisors, LLC Chicago, IL

9.86M
Shares

$282 Million
0.38% of portfolio
Us Bancorp \De\

3.65M
Shares

$105 Million
0.14% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.59M
Shares

$103 Million
4.22% of portfolio

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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