J.W. Cole Advisors, Inc. Schwab Strategic Tr Us Emergin Transaction History

J.W. Cole Advisors, Inc.

$3.14 Billion
Q1 2025

A detailed history of J.W. Cole Advisors, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 7,670 shares of SCHE stock, worth $219,515. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,670

Previous 10,073 23.86%

Holding current value

$219,515

Previous $268,000 21.27%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$25.81 - $28.52 $62,021 - $68,533	-2,403 Reduced 23.86%	7,670 $211,000
Q4 2024 Jan 30, 2025	BUY	$26.63 - $30.23 $45,457 - $51,602	1,707 Added 20.4%	10,073 $268,000
Q3 2024 Oct 24, 2024	BUY	$25.45 - $29.53 $212,914 - $247,047	8,366 New	8,366 $244,000
Q1 2022 May 16, 2022	BUY	$25.61 - $30.82 $903,469 - $1.09 Million	35,278 New	35,278 $1,000
Q4 2021 Jan 25, 2022	SELL	$28.68 - $31.96 $4.03 Million - $4.49 Million	-140,426 Closed	0 $0
Q3 2021 Oct 26, 2021	BUY	$29.81 - $32.7 $4.19 Million - $4.59 Million	140,426 New	140,426 $9.71 Million

Others Institutions Holding SCHE

# of Institutions

847

Shares Held

150M

Call Options Held

30.5K

Put Options Held

300

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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J.W. Cole Advisors, Inc. Schwab Strategic Tr Us Emergin Transaction History