Fonville Wealth Management LLC Schwab Strategic Tr Us Emergin Transaction History

Fonville Wealth Management LLC

  • $339 Billion
  • Q1 2025

A detailed history of Fonville Wealth Management LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Fonville Wealth Management LLC holds 24,363 shares of SCHE stock, worth $736,493. This represents 0.2% of its overall portfolio holdings.

Number of Shares
24,363
Previous 24,564 0.82%
Holding current value
$736,493
Previous $654 Million 2.44%
% of portfolio
0.2%
Previous 0.22%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$25.81 - $28.52 $5,187 - $5,732
-201 Reduced 0.82%
24,363 $670 Million
Q4 2024

Jan 28, 2025
SELL
$26.63 - $30.23 $1,224 - $1,390
-46 Reduced 0.19%
24,564 $654 Million
Q3 2024

Oct 28, 2024
SELL
$25.45 - $29.53 $3,461 - $4,016
-136 Reduced 0.55%
24,610 $718 Million
Q2 2024

Jul 30, 2024
SELL
$24.67 - $27.2 $24 - $27
-1 Reduced -0.0%
24,746 $658 Million
Q1 2024

Apr 26, 2024
SELL
$23.47 - $25.45 $9,364 - $10,154
-399 Reduced 1.59%
24,747 $625 Million
Q4 2023

Jan 31, 2024
BUY
$23.04 - $24.89 $579,363 - $625,883
25,146 New
25,146 $623 Million

Others Institutions Holding SCHE

# of Institutions
852
Shares Held
150M
Call Options Held
30.5K
Put Options Held
300
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
Track This Portfolio

Track Fonville Wealth Management LLC Portfolio

Follow Fonville Wealth Management LLC 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 Fonville Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fonville Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email