Consilium Wealth Advisory, LLC Schwab Strategic Tr Us Emergin Transaction History

Consilium Wealth Advisory, LLC

  • $182 Million
  • Q2 2024

A detailed history of Consilium Wealth Advisory, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 239,504 shares of SCHE stock, worth $6.42 Million. This represents 3.5% of its overall portfolio holdings.

Number of Shares
239,504
Previous 234,552 2.11%
Holding current value
$6.42 Million
Previous $5.92 Million 7.41%
% of portfolio
3.5%
Previous 3.35%

Shares

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

Aug 01, 2024
BUY
$24.67 - $27.2 $122,165 - $134,694
4,952 Added 2.11%
239,504 $6.36 Million
Q1 2024

Apr 30, 2024
SELL
$23.47 - $25.45 $326,467 - $354,009
-13,910 Reduced 5.6%
234,552 $5.92 Million
Q4 2023

Jan 10, 2024
SELL
$23.04 - $24.89 $201,254 - $217,414
-8,735 Reduced 3.4%
248,462 $6.16 Million
Q3 2023

Oct 10, 2023
BUY
$23.83 - $26.11 $664,070 - $727,607
27,867 Added 12.15%
257,197 $6.16 Million
Q2 2023

Jul 13, 2023
BUY
$23.66 - $25.54 $581,302 - $627,492
24,569 Added 12.0%
229,330 $5.65 Million
Q1 2023

Apr 13, 2023
BUY
$23.32 - $26.39 $2.91 Million - $3.3 Million
124,865 Added 156.28%
204,761 $5.02 Million
Q4 2022

Feb 13, 2023
BUY
$22.0 - $24.95 $637,142 - $722,576
28,961 Added 56.86%
79,896 $1.89 Million
Q3 2022

Oct 12, 2022
BUY
N/A
13,367 Added 35.58%
50,935 $1.14 Million
Q2 2022

Jul 12, 2022
SELL
N/A
-111,841 Reduced 74.86%
37,568 $953,000
Q1 2022

Apr 18, 2022
SELL
N/A
-1,348 Reduced 0.89%
149,409 $4.15 Million
Q4 2021

Jan 26, 2022
BUY
N/A
150,757 New
150,757 $4.47 Million

Others Institutions Holding SCHE

# of Institutions
769
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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