Ep Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 90,260 shares of SCHE stock, worth $2.45 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
90,260
Previous 99,390 9.19%
Holding current value
$2.45 Million
Previous $2.46 Million 7.47%
% of portfolio
0.03%
Previous 0.03%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$23.47 - $25.45 $214,281 - $232,358
-9,130 Reduced 9.19%
90,260 $2.28 Million
Q4 2023

Feb 28, 2024
SELL
$23.04 - $24.89 $20,113 - $21,728
-873 Reduced 0.87%
99,390 $2.46 Million
Q3 2023

Nov 22, 2023
BUY
$23.83 - $26.11 $2.21 Million - $2.42 Million
92,632 Added 1213.89%
100,263 $2.4 Million
Q2 2023

Aug 14, 2023
SELL
$23.66 - $25.54 $7.69 Million - $8.31 Million
-325,181 Reduced 97.71%
7,631 $187,000
Q1 2023

Jun 05, 2023
BUY
$23.32 - $26.39 $7.76 Million - $8.78 Million
332,812 New
332,812 $8.16 Million
Q4 2022

Jun 12, 2023
SELL
$22.0 - $24.95 $4.84 Million - $5.49 Million
-219,861 Reduced 66.06%
112,951 $2.67 Million
Q2 2022

Aug 11, 2022
SELL
N/A
-17,000 Reduced 8.19%
190,678 $4.84 Million
Q1 2022

May 20, 2022
SELL
N/A
-15,497 Reduced 6.94%
207,678 $5.77 Million
Q4 2021

Feb 17, 2022
SELL
N/A
-2,256 Reduced 1.0%
223,175 $6.61 Million
Q3 2021

Nov 23, 2021
BUY
N/A
223,703 Added 12945.78%
225,431 $6.87 Million
Q3 2021

Nov 16, 2021
SELL
N/A
-182,874 Reduced 99.06%
1,728 $6.87 Million
Q2 2021

Aug 24, 2021
SELL
N/A
-2,954 Reduced 1.57%
184,602 $6.07 Million
Q1 2021

May 17, 2021
BUY
N/A
149,059 Added 387.2%
187,556 $5.96 Million
Q4 2020

Feb 18, 2021
SELL
N/A
-10,106 Reduced 20.79%
38,497 $1.18 Million
Q3 2020

Nov 17, 2020
BUY
N/A
374 Added 0.78%
48,603 $1.3 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-729 Reduced 1.49%
48,229 $1.17 Million
Q1 2020

May 18, 2020
BUY
N/A
48,958 New
48,958 $1.01 Million
Q3 2019

Nov 18, 2019
SELL
N/A
-12,655 Closed
0 $0
Q2 2019

Aug 27, 2019
SELL
N/A
-11,902 Reduced 48.47%
12,655 $332,000
Q1 2019

May 20, 2019
SELL
N/A
-3,446 Reduced 12.31%
24,557 $639,000
Q4 2018

Feb 19, 2019
BUY
N/A
12,795 Added 84.13%
28,003 $659,000
Q3 2018

Nov 15, 2018
BUY
N/A
15,208 New
15,208 $391,000

Others Institutions Holding SCHE

# of Institutions
764
Shares Held
234M
Call Options Held
26.1K
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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