Golden State Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 24,500 shares of SCHE stock, worth $664,195. This represents 0.1% of its overall portfolio holdings.

Number of Shares
24,500
Previous 9,075 169.97%
Holding current value
$664,195
Previous $252,000 258803.17%
% of portfolio
0.1%
Previous 0.05%

Shares

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

Jan 28, 2025
BUY
$26.63 - $30.23 $410,767 - $466,297
15,425 Added 169.97%
24,500 $652 Million
Q1 2022

May 19, 2022
BUY
$25.61 - $30.82 $232,410 - $279,691
9,075 New
9,075 $252,000
Q1 2022

May 16, 2022
SELL
$25.61 - $30.82 $181,293 - $218,174
-7,079 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$29.81 - $32.7 $26,501 - $29,070
889 Added 14.36%
7,079 $216,000
Q2 2021

Aug 12, 2021
BUY
$31.06 - $33.61 $192,261 - $208,045
6,190 New
6,190 $204,000
Q4 2020

Jan 28, 2021
SELL
$26.72 - $30.68 $217,287 - $249,489
-8,132 Closed
0 $0
Q3 2020

Nov 12, 2020
BUY
$24.69 - $27.71 $200,779 - $225,337
8,132 New
8,132 $218,000
Q2 2020

Aug 11, 2020
SELL
$19.87 - $25.05 $161,582 - $203,706
-8,132 Closed
0 $0
Q1 2020

Apr 17, 2020
SELL
$18.68 - $28.22 $35.3 Million - $53.4 Million
-1,890,627 Reduced 99.57%
8,132 $168,000
Q4 2019

Feb 13, 2020
BUY
$24.83 - $27.51 $47.1 Million - $52.2 Million
1,898,759 New
1,898,759 $52 Million

Others Institutions Holding SCHE

# of Institutions
793
Shares Held
139M
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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