A detailed history of Intercontinental Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 14,150 shares of SCHE stock, worth $388,559. This represents 0.08% of its overall portfolio holdings.

Number of Shares
14,150
Previous 14,150 -0.0%
Holding current value
$388,559
Previous $346,000 0.58%
% of portfolio
0.08%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 03, 2023

BUY
$23.32 - $26.39 $5,830 - $6,597
250 Added 1.8%
14,150 $346,000
Q3 2022

Nov 10, 2022

BUY
$22.4 - $25.83 $50,400 - $58,117
2,250 Added 19.31%
13,900 $311,000
Q2 2022

Aug 05, 2022

SELL
$24.51 - $28.87 $85,785 - $101,045
-3,500 Reduced 23.1%
11,650 $296,000
Q1 2022

May 09, 2022

BUY
$25.61 - $30.82 $15,366 - $18,492
600 Added 4.12%
15,150 $421,000
Q4 2021

Feb 08, 2022

SELL
$28.68 - $31.96 $12,131 - $13,519
-423 Reduced 2.83%
14,550 $431,000
Q2 2021

Aug 06, 2021

BUY
$31.06 - $33.61 $465,061 - $503,242
14,973 New
14,973 $492,000

Others Institutions Holding SCHE

About SCHWAB STRATEGIC TR US EMERGIN


  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
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