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

Jfg Wealth Management, LLC

  • $478 Million
  • Q2 2025

A detailed history of Jfg Wealth Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Jfg Wealth Management, LLC holds 40,489 shares of SCHE stock, worth $1.37 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
40,489
Previous 47,493 14.75%
Holding current value
$1.37 Million
Previous $1.31 Million 6.8%
% of portfolio
0.26%
Previous 0.3%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$24.38 - $30.18 $170,757 - $211,380
-7,004 Reduced 14.75%
40,489 $1.22 Million
Q1 2025

May 12, 2025
BUY
$25.81 - $28.52 $51,439 - $56,840
1,993 Added 4.38%
47,493 $1.31 Million
Q4 2024

Feb 04, 2025
BUY
$26.63 - $30.23 $968,240 - $1.1 Million
36,359 Added 397.76%
45,500 $1.21 Million
Q4 2023

Feb 06, 2024
BUY
$23.04 - $24.89 $210,608 - $227,519
9,141 New
9,141 $226,000
Q3 2022

Nov 10, 2022
BUY
$22.4 - $25.83 $4.33 Million - $5 Million
193,517 New
193,517 $4.33 Million
Q1 2022

May 06, 2022
SELL
$25.61 - $30.82 $697,052 - $838,858
-27,218 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
$28.68 - $31.96 $780,612 - $869,887
27,218 New
27,218 $806,000
Q4 2020

Feb 03, 2021
SELL
$26.72 - $30.68 $2,511 - $2,883
-94 Closed
0 $0
Q3 2020

Nov 03, 2020
BUY
$24.69 - $27.71 $2,320 - $2,604
94 New
94 $0
Q1 2019

May 14, 2019
SELL
N/A
-28,146 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
N/A
28,146 New
28,146 $662,000

Others Institutions Holding SCHE

# of Institutions
868
Shares Held
151M
Call Options Held
27.8K
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
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