Financial Advocates Investment Management Schwab Strategic Tr Us Emergin Transaction History

Financial Advocates Investment Management

  • $1.78 Billion
  • Q3 2024

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
SELL
$22.4 - $25.83 $81,916 - $94,460
-3,657 Reduced 24.35%
11,361 $254,000
Q2 2022

Aug 12, 2022
SELL
$24.51 - $28.87 $312,232 - $367,774
-12,739 Reduced 45.89%
15,018 $381,000
Q1 2022

May 11, 2022
SELL
$25.61 - $30.82 $128 - $154
-5 Reduced 0.02%
27,757 $771,000
Q4 2021

Feb 14, 2022
BUY
$28.68 - $31.96 $1,175 - $1,310
41 Added 0.15%
27,762 $822,000
Q3 2021

Nov 04, 2021
SELL
$29.81 - $32.7 $16,067 - $17,625
-539 Reduced 1.91%
27,721 $848,000
Q2 2021

Aug 03, 2021
BUY
$31.06 - $33.61 $23,978 - $25,946
772 Added 2.81%
28,260 $929,000
Q1 2021

May 10, 2021
SELL
$30.78 - $34.63 $187,450 - $210,896
-6,090 Reduced 18.14%
27,488 $874,000
Q4 2020

Feb 12, 2021
SELL
$26.72 - $30.68 $76,980 - $88,389
-2,881 Reduced 7.9%
33,578 $1.03 Million
Q3 2020

Nov 04, 2020
SELL
$24.69 - $27.71 $103,944 - $116,659
-4,210 Reduced 10.35%
36,459 $976,000
Q2 2020

Aug 14, 2020
SELL
$19.87 - $25.05 $660,915 - $833,213
-33,262 Reduced 44.99%
40,669 $990,000
Q1 2020

Apr 29, 2020
BUY
$18.68 - $28.22 $388,730 - $587,258
20,810 Added 39.17%
73,931 $1.53 Million
Q4 2019

Feb 13, 2020
SELL
$24.83 - $27.51 $78,562 - $87,041
-3,164 Reduced 5.62%
53,121 $1.45 Million
Q3 2019

Nov 13, 2019
SELL
$25.08 - $25.94 $22,847 - $23,631
-911 Reduced 1.59%
56,285 $1.41 Million
Q1 2019

May 16, 2019
BUY
N/A
5,401 Added 10.43%
57,196 $1.49 Million
Q4 2018

Feb 14, 2019
BUY
N/A
9,332 Added 21.98%
51,795 $0
Q3 2018

Nov 14, 2018
BUY
N/A
2,536 Added 6.35%
42,463 $0
Q2 2018

Aug 09, 2018
BUY
N/A
3,500 Added 9.61%
39,927 $1.02 Million
Q1 2018

May 11, 2018
BUY
N/A
19,491 Added 115.09%
36,427 $1.05 Million
Q4 2017

Feb 15, 2018
BUY
N/A
16,936
16,936 $473,000

Others Institutions Holding SCHE

# of Institutions
778
Shares Held
141M
Call Options Held
28.1K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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