Gradient Investments LLC Schwab Strategic Tr Us Emergin Transaction History

Gradient Investments LLC

  • $3.79 Billion
  • Q3 2024

Shares

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

Jul 18, 2024
SELL
$24.67 - $27.2 $5,723 - $6,310
-232 Reduced 18.33%
1,034 $27,000
Q1 2024

Apr 23, 2024
BUY
$23.47 - $25.45 $15,701 - $17,026
669 Added 112.06%
1,266 $31,000
Q4 2023

Jan 18, 2024
SELL
$23.04 - $24.89 $8,801 - $9,507
-382 Reduced 39.02%
597 $14,000
Q3 2023

Oct 27, 2023
BUY
$23.83 - $26.11 $19,969 - $21,880
838 Added 594.33%
979 $23,000
Q2 2023

Jul 11, 2023
BUY
$23.66 - $25.54 $3,336 - $3,601
141 New
141 $3,000
Q4 2022

Jan 10, 2023
BUY
$21.59 - $24.95 $129 - $149
6 New
6 $0
Q2 2022

Jul 11, 2022
SELL
$24.51 - $28.87 $1,838 - $2,165
-75 Closed
0 $0
Q1 2022

May 26, 2022
BUY
$25.61 - $30.82 $1,920 - $2,311
75 New
75 $2,000
Q1 2021

Apr 21, 2021
SELL
$30.78 - $34.63 $1,077 - $1,212
-35 Closed
0 $0
Q2 2020

Jul 10, 2020
SELL
$19.87 - $25.05 $2,046 - $2,580
-103 Reduced 74.64%
35 $1,000
Q1 2020

Apr 07, 2020
SELL
$18.68 - $28.22 $412,230 - $622,758
-22,068 Reduced 99.38%
138 $3,000
Q4 2019

Jan 15, 2020
BUY
$24.83 - $27.51 $19,243 - $21,320
775 Added 3.62%
22,206 $608,000
Q3 2019

Oct 10, 2019
SELL
$25.08 - $25.94 $20,941 - $21,659
-835 Reduced 3.75%
21,431 $539,000
Q2 2019

Jul 16, 2019
BUY
N/A
9,936 Added 80.58%
22,266 $584,000
Q1 2019

Apr 11, 2019
SELL
N/A
-8,255 Reduced 40.1%
12,330 $321,000
Q4 2018

Jan 18, 2019
BUY
N/A
1,157 Added 5.96%
20,585 $484,000
Q3 2018

Oct 11, 2018
BUY
N/A
812 Added 4.36%
19,428 $499,000
Q2 2018

Aug 09, 2018
BUY
N/A
4,121 Added 28.43%
18,616 $482,000
Q1 2018

Apr 11, 2018
BUY
N/A
687 Added 4.98%
14,495 $416,000
Q4 2017

Feb 07, 2018
SELL
N/A
-282 Reduced 2.0%
13,808 $386,000
Q3 2017

Oct 16, 2017
BUY
N/A
14,090
14,090 $379,000

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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