A detailed history of Etesian Wealth Advisors, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Etesian Wealth Advisors, Inc. holds 123,483 shares of SCHE stock, worth $3.35 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares
123,483
Previous 125,816 1.85%
Holding current value
$3.35 Million
Previous $3.11 Billion 0.33%
% of portfolio
1.79%
Previous 1.87%

Shares

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

Apr 12, 2024

SELL
$23.47 - $25.45 $54,755 - $59,374
-2,333 Reduced 1.85%
123,483 $3.12 Billion
Q4 2023

Jan 16, 2024

BUY
$23.04 - $24.89 $59,742 - $64,539
2,593 Added 2.1%
125,816 $3.11 Billion
Q4 2023

Jan 12, 2024

BUY
$23.04 - $24.89 $59,742 - $64,539
2,593 Added 2.1%
125,816 $3.11 Billion
Q3 2023

Jan 16, 2024

BUY
$23.83 - $26.11 $29,167 - $31,958
1,224 Added 1.0%
123,223 $2.95 Billion
Q3 2023

Oct 19, 2023

BUY
$23.83 - $26.11 $29,167 - $31,958
1,224 Added 1.0%
123,223 $2.95 Billion
Q2 2023

Jan 16, 2024

BUY
$23.66 - $25.54 $3,146 - $3,396
133 Added 0.11%
121,999 $3 Billion
Q2 2023

Oct 19, 2023

BUY
$23.66 - $25.54 $3,146 - $3,396
133 Added 0.11%
121,999 $3 Billion
Q1 2023

Jan 16, 2024

SELL
$23.32 - $26.39 $79,427 - $89,884
-3,406 Reduced 2.72%
121,866 $2.99 Billion
Q1 2023

Oct 19, 2023

SELL
$23.32 - $26.39 $79,427 - $89,884
-3,406 Reduced 2.72%
121,866 $2.99 Billion
Q4 2022

Jan 16, 2024

SELL
$22.0 - $24.95 $11,968 - $13,572
-544 Reduced 0.43%
125,272 $2.97 Billion
Q4 2022

Oct 19, 2023

BUY
$22.0 - $24.95 $2.76 Million - $3.13 Million
125,272 New
125,272 $2.97 Billion

Others Institutions Holding SCHE

About SCHWAB STRATEGIC TR US EMERGIN


  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
Track This Portfolio

Track Etesian Wealth Advisors, Inc. Portfolio

Follow Etesian Wealth Advisors, Inc. 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 Etesian Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Etesian Wealth Advisors, Inc. with notifications on news.