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

Fsm Wealth Advisors, LLC

  • $405 Million
  • Q4 2024

A detailed history of Fsm Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 12,400 shares of SCHE stock, worth $338,148. This represents 0.08% of its overall portfolio holdings.

Number of Shares
12,400
Previous 10,907 13.69%
Holding current value
$338,148
Previous $318,000 3.77%
% of portfolio
0.08%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$26.63 - $30.23 $39,758 - $45,133
1,493 Added 13.69%
12,400 $330,000
Q3 2024

Oct 30, 2024
BUY
$25.45 - $29.53 $10,663 - $12,373
419 Added 4.0%
10,907 $318,000
Q2 2024

Jul 12, 2024
SELL
$24.67 - $27.2 $27,260 - $30,056
-1,105 Reduced 9.53%
10,488 $278,000
Q1 2024

May 14, 2024
BUY
$23.47 - $25.45 $55,037 - $59,680
2,345 Added 25.36%
11,593 $292,000
Q4 2023

May 14, 2024
BUY
$23.04 - $24.89 $213,073 - $230,182
9,248 New
9,248 $229,000

Others Institutions Holding SCHE

# of Institutions
796
Shares Held
140M
Call Options Held
28.1K
Put Options Held
200
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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