Hb Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History

Hb Wealth Management, LLC

  • $8.6 Billion
  • Q2 2024

A detailed history of Hb Wealth Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Hb Wealth Management, LLC holds 42,942 shares of SCHE stock, worth $1.29 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
42,942
Previous 48,692 11.81%
Holding current value
$1.29 Million
Previous $1.23 Million 7.24%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Jul 26, 2024
SELL
$24.67 - $27.2 $141,852 - $156,400
-5,750 Reduced 11.81%
42,942 $1.14 Million
Q1 2024

Apr 30, 2024
SELL
$23.47 - $25.45 $40,180 - $43,570
-1,712 Reduced 3.4%
48,692 $1.23 Million
Q4 2023

Jan 16, 2024
SELL
$23.04 - $24.89 $45,434 - $49,083
-1,972 Reduced 3.77%
50,404 $1.25 Million
Q3 2023

Oct 13, 2023
BUY
$23.83 - $26.11 $89,100 - $97,625
3,739 Added 7.69%
52,376 $1.25 Million
Q2 2023

Jul 13, 2023
SELL
$23.66 - $25.54 $69,891 - $75,445
-2,954 Reduced 5.73%
48,637 $1.2 Million
Q1 2023

Apr 13, 2023
SELL
$23.32 - $26.39 $42,139 - $47,686
-1,807 Reduced 3.38%
51,591 $1.27 Million
Q4 2022

Jan 20, 2023
SELL
$21.59 - $24.95 $92,038 - $106,361
-4,263 Reduced 7.39%
53,398 $0
Q3 2022

Oct 19, 2022
SELL
$22.4 - $25.83 $13.3 Million - $15.3 Million
-593,874 Reduced 91.15%
57,661 $1.29 Million
Q2 2022

Jul 15, 2022
SELL
$24.51 - $28.87 $1.29 Million - $1.52 Million
-52,752 Reduced 7.49%
651,535 $16.5 Million
Q1 2022

May 16, 2022
BUY
$25.61 - $30.82 $16.4 Million - $19.7 Million
639,951 Added 994.7%
704,287 $19.6 Million
Q4 2021

Feb 15, 2022
BUY
$28.68 - $31.96 $1.85 Million - $2.06 Million
64,336 New
64,336 $1.91 Million

Others Institutions Holding SCHE

# of Institutions
771
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
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, 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 Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email