Gradient Capital Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History

Gradient Capital Advisors, LLC

  • $278 Million
  • Q2 2024

A detailed history of Gradient Capital Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 15,272 shares of SCHE stock, worth $449,760. This represents 0.15% of its overall portfolio holdings.

Number of Shares
15,272
Previous 16,122 5.27%
Holding current value
$449,760
Previous $407,000 0.49%
% of portfolio
0.15%
Previous 0.15%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
SELL
$24.67 - $27.2 $20,969 - $23,120
-850 Reduced 5.27%
15,272 $405,000
Q4 2023

Jan 31, 2024
SELL
$23.04 - $24.89 $41,725 - $45,075
-1,811 Reduced 10.1%
16,122 $399,000
Q3 2023

Oct 24, 2023
SELL
$23.83 - $26.11 $34,720 - $38,042
-1,457 Reduced 7.51%
17,933 $429,000
Q2 2023

Jul 18, 2023
SELL
$23.66 - $25.54 $21,246 - $22,934
-898 Reduced 4.43%
19,390 $477,000
Q1 2023

Apr 17, 2023
SELL
$23.32 - $26.39 $43,585 - $49,322
-1,869 Reduced 8.44%
20,288 $497,000
Q4 2022

Feb 03, 2023
BUY
$21.59 - $24.95 $15,739 - $18,188
729 Added 3.4%
22,157 $524,000
Q3 2022

Nov 04, 2022
BUY
$22.4 - $25.83 $17,718 - $20,431
791 Added 3.83%
21,428 $480,000
Q2 2022

Jul 18, 2022
BUY
$24.51 - $28.87 $612 - $721
25 Added 0.12%
20,637 $524,000
Q1 2022

Apr 29, 2022
BUY
$25.61 - $30.82 $14,085 - $16,951
550 Added 2.74%
20,612 $572,000
Q4 2021

Jan 31, 2022
BUY
$28.68 - $31.96 $27,647 - $30,809
964 Added 5.05%
20,062 $594,000
Q3 2021

Nov 02, 2021
BUY
$29.81 - $32.7 $9,837 - $10,791
330 Added 1.76%
19,098 $582,000
Q2 2021

Aug 02, 2021
SELL
$31.06 - $33.61 $21,990 - $23,795
-708 Reduced 3.64%
18,768 $617,000
Q1 2021

Apr 21, 2021
SELL
$30.78 - $34.63 $116,009 - $130,520
-3,769 Reduced 16.21%
19,476 $619,000
Q4 2020

Jan 20, 2021
SELL
$26.72 - $30.68 $53,493 - $61,421
-2,002 Reduced 7.93%
23,245 $712,000
Q3 2020

Oct 21, 2020
SELL
$24.69 - $27.71 $82,662 - $92,773
-3,348 Reduced 11.71%
25,247 $676,000
Q2 2020

Jul 28, 2020
SELL
$19.87 - $25.05 $11,484 - $14,478
-578 Reduced 1.98%
28,595 $696,000
Q1 2020

Apr 22, 2020
BUY
$18.68 - $28.22 $109,576 - $165,538
5,866 Added 25.17%
29,173 $604,000
Q4 2019

Jan 16, 2020
BUY
$24.83 - $27.51 $218,801 - $242,418
8,812 Added 60.79%
23,307 $638,000
Q3 2019

Oct 22, 2019
BUY
$25.08 - $25.94 $64,430 - $66,639
2,569 Added 21.54%
14,495 $364,000
Q2 2019

Jul 16, 2019
BUY
N/A
1,771 Added 17.44%
11,926 $313,000
Q1 2019

Apr 16, 2019
SELL
N/A
-554 Reduced 5.17%
10,155 $264,000
Q4 2018

Jan 30, 2019
BUY
N/A
1,668 Added 18.45%
10,709 $252,000
Q3 2018

Nov 06, 2018
BUY
N/A
9,041 New
9,041 $232,000
Q2 2018

Jul 26, 2018
SELL
N/A
-7,513 Closed
0 $0
Q1 2018

Apr 20, 2018
SELL
N/A
-1,280 Reduced 14.56%
7,513 $216,000
Q4 2017

Feb 12, 2018
BUY
N/A
8,793
8,793 $246,000

Others Institutions Holding SCHE

# of Institutions
770
Shares Held
237M
Call Options Held
13.7K
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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