Gould Asset Management LLC Schwab Strategic Tr Us Emergin Transaction History

Gould Asset Management LLC

  • $464 Million
  • Q3 2024

Shares

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

May 03, 2024
SELL
$23.47 - $25.45 $127,207 - $137,939
-5,420 Reduced 34.0%
10,520 $265,000
Q4 2023

Feb 02, 2024
SELL
$23.04 - $24.89 $59,443 - $64,216
-2,580 Reduced 13.93%
15,940 $395,000
Q3 2023

Oct 23, 2023
SELL
$23.83 - $26.11 $29,072 - $31,854
-1,220 Reduced 6.18%
18,520 $443,000
Q2 2023

Aug 07, 2023
BUY
$23.66 - $25.54 $19,874 - $21,453
840 Added 4.44%
19,740 $486,000
Q1 2023

May 01, 2023
BUY
$23.32 - $26.39 $5,480 - $6,201
235 Added 1.26%
18,900 $463,000
Q4 2022

Feb 08, 2023
SELL
$21.59 - $24.95 $22,885 - $26,447
-1,060 Reduced 5.37%
18,665 $441,000
Q3 2022

Nov 14, 2022
BUY
$22.4 - $25.83 $33,264 - $38,357
1,485 Added 8.14%
19,725 $442,000
Q2 2022

Aug 10, 2022
SELL
$24.51 - $28.87 $62,377 - $73,474
-2,545 Reduced 12.24%
18,240 $463,000
Q1 2022

May 13, 2022
BUY
$25.61 - $30.82 $80,415 - $96,774
3,140 Added 17.8%
20,785 $577,000
Q4 2021

Feb 02, 2022
SELL
$28.68 - $31.96 $54,061 - $60,244
-1,885 Reduced 9.65%
17,645 $523,000
Q3 2021

Nov 09, 2021
BUY
$29.81 - $32.7 $70,947 - $77,826
2,380 Added 13.88%
19,530 $595,000
Q2 2021

Aug 05, 2021
SELL
$31.06 - $33.61 $15,840 - $17,141
-510 Reduced 2.89%
17,150 $564,000
Q1 2021

May 07, 2021
BUY
$30.78 - $34.63 $10,003 - $11,254
325 Added 1.87%
17,660 $561,000
Q4 2020

Feb 02, 2021
SELL
$26.72 - $30.68 $31,529 - $36,202
-1,180 Reduced 6.37%
17,335 $531,000
Q3 2020

Nov 05, 2020
SELL
$24.69 - $27.71 $24,566 - $27,571
-995 Reduced 5.1%
18,515 $495,000
Q2 2020

Aug 05, 2020
SELL
$19.87 - $25.05 $16,889 - $21,292
-850 Reduced 4.17%
19,510 $475,000
Q1 2020

Apr 23, 2020
SELL
$18.68 - $28.22 $123,381 - $186,393
-6,605 Reduced 24.49%
20,360 $421,000
Q4 2019

Jan 17, 2020
BUY
$24.83 - $27.51 $68,530 - $75,927
2,760 Added 11.4%
26,965 $738,000
Q3 2019

Nov 12, 2019
BUY
$25.08 - $25.94 $13,041 - $13,488
520 Added 2.2%
24,205 $608,000
Q2 2019

Jul 31, 2019
BUY
N/A
50 Added 0.21%
23,685 $621,000
Q1 2019

May 07, 2019
BUY
N/A
2,315 Added 10.86%
23,635 $615,000
Q4 2018

Feb 04, 2019
SELL
N/A
-5,205 Reduced 19.62%
21,320 $502,000
Q3 2018

Nov 08, 2018
BUY
N/A
1,005 Added 3.94%
26,525 $682,000
Q2 2018

Aug 13, 2018
BUY
N/A
7,955 Added 45.29%
25,520 $661,000
Q1 2018

May 04, 2018
BUY
N/A
685 Added 4.06%
17,565 $504,000
Q4 2017

Feb 09, 2018
BUY
N/A
1,225 Added 7.82%
16,880 $472,000
Q3 2017

Nov 09, 2017
BUY
N/A
15,655
15,655 $421,000

Others Institutions Holding SCHE

# of Institutions
778
Shares Held
141M
Call Options Held
28.1K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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