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

Jfg Wealth Management, LLC

$439 Million
Q1 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 47,493 shares of SCHE stock, worth $1.38 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

47,493

Previous 45,500 4.38%

Holding current value

$1.38 Million

Previous $1.21 Million 8.09%

% of portfolio

0.3%

Previous 0.28%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

848

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