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
780
Shares Held
141M
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
Track This Portfolio

Track Gradient Investments LLC Portfolio

Follow Gradient Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gradient Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email