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 10,907 shares of SCHE stock, worth $302,451. This represents 0.08% of its overall portfolio holdings.

Number of Shares
10,907
Previous 10,488 4.0%
Holding current value
$302,451
Previous $278,000 14.39%
% of portfolio
0.08%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US EMERGIN


  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
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