Geometric Wealth Advisors Schwab Strategic Tr Us Emergin Transaction History

Geometric Wealth Advisors

  • $417 Million
  • Q1 2024

A detailed history of Geometric Wealth Advisors transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Geometric Wealth Advisors holds 13,552 shares of SCHE stock, worth $366,988. This represents 0.08% of its overall portfolio holdings.

Number of Shares
13,552
Previous 13,000 4.25%
Holding current value
$366,988
Previous $322,000 6.21%
% of portfolio
0.08%
Previous 0.09%

Shares

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

May 07, 2024
BUY
$23.47 - $25.45 $12,955 - $14,048
552 Added 4.25%
13,552 $342,000
Q4 2023

Jan 18, 2024
BUY
$23.04 - $24.89 $18,662 - $20,160
810 Added 6.64%
13,000 $322,000
Q2 2023

Jul 17, 2023
BUY
$23.66 - $25.54 $1,490 - $1,609
63 Added 0.52%
12,190 $300,000
Q1 2023

May 01, 2023
BUY
$23.32 - $26.39 $12,079 - $13,670
518 Added 4.46%
12,127 $297,000
Q4 2022

Jan 09, 2023
BUY
$22.0 - $24.95 $15,158 - $17,190
689 Added 6.31%
11,609 $0
Q3 2022

Oct 11, 2022
SELL
N/A
-93 Reduced 0.84%
10,920 $245,000
Q2 2022

Jul 20, 2022
BUY
N/A
32 Added 0.29%
11,013 $280,000
Q1 2022

Apr 18, 2022
BUY
N/A
10,981 New
10,981 $305,000

Others Institutions Holding SCHE

# of Institutions
765
Shares Held
234M
Call Options Held
26.1K
Put Options Held
0
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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