Congress Wealth Management LLC Schwab Strategic Tr Us Emergin Transaction History

Congress Wealth Management LLC

  • $6.12 Billion
  • Q2 2024

A detailed history of Congress Wealth Management LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Congress Wealth Management LLC holds 20,285 shares of SCHE stock, worth $560,271. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,285
Previous 21,364 5.05%
Holding current value
$560,271
Previous $539,000 0.19%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$24.67 - $27.2 $26,618 - $29,348
-1,079 Reduced 5.05%
20,285 $538,000
Q1 2024

Apr 18, 2024
SELL
$23.47 - $25.45 $36,918 - $40,032
-1,573 Reduced 6.86%
21,364 $539,000
Q4 2023

Feb 09, 2024
SELL
$23.04 - $24.89 $90,316 - $97,568
-3,920 Reduced 14.6%
22,937 $568,000
Q3 2023

Oct 30, 2023
SELL
$23.83 - $26.11 $335,979 - $368,124
-14,099 Reduced 34.42%
26,857 $642,000
Q2 2023

Jul 13, 2023
SELL
$23.66 - $25.54 $43,936 - $47,427
-1,857 Reduced 4.34%
40,956 $1.01 Million
Q1 2023

Apr 14, 2023
SELL
$23.32 - $26.39 $11,776 - $13,326
-505 Reduced 1.17%
42,813 $1.05 Million
Q4 2022

Feb 02, 2023
SELL
$21.59 - $24.95 $8,463 - $9,780
-392 Reduced 0.9%
43,318 $1.03 Million
Q3 2022

Nov 08, 2022
SELL
$22.4 - $25.83 $43,030 - $49,619
-1,921 Reduced 4.21%
43,710 $979,000
Q2 2022

Aug 11, 2022
SELL
$24.51 - $28.87 $7,598 - $8,949
-310 Reduced 0.67%
45,631 $1.16 Million
Q1 2022

May 16, 2022
SELL
$25.61 - $30.82 $41,693 - $50,174
-1,628 Reduced 3.42%
45,941 $1.28 Million
Q4 2021

Feb 04, 2022
BUY
$28.68 - $31.96 $1.36 Million - $1.52 Million
47,569 New
47,569 $1.41 Million

Others Institutions Holding SCHE

# of Institutions
770
Shares Held
237M
Call Options Held
13.7K
Put Options Held
0
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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