Jfs Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History

Jfs Wealth Advisors, LLC

  • $1.26 Billion
  • Q1 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 196,576 shares of SCHE stock, worth $5.22 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
196,576
Previous 198,670 1.05%
Holding current value
$5.22 Million
Previous $4.93 Million 0.77%
% of portfolio
0.39%
Previous 0.42%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
SELL
$23.47 - $25.45 $49,146 - $53,292
-2,094 Reduced 1.05%
196,576 $4.96 Million
Q4 2023

Feb 07, 2024
SELL
$23.04 - $24.89 $259,453 - $280,286
-11,261 Reduced 5.36%
198,670 $4.93 Million
Q3 2023

Nov 02, 2023
SELL
$23.83 - $26.11 $69,178 - $75,797
-2,903 Reduced 1.36%
209,931 $5.03 Million
Q2 2023

Aug 07, 2023
BUY
$23.66 - $25.54 $291,514 - $314,678
12,321 Added 6.14%
212,834 $5.24 Million
Q1 2023

Apr 19, 2023
SELL
$23.32 - $26.39 $40,716 - $46,076
-1,746 Reduced 0.86%
200,513 $4.92 Million
Q4 2022

Feb 13, 2023
SELL
$22.0 - $24.95 $352,770 - $400,073
-16,035 Reduced 7.35%
202,259 $4.79 Million
Q3 2022

Oct 21, 2022
SELL
N/A
-2,498 Reduced 1.13%
218,294 $4.89 Million
Q2 2022

Aug 02, 2022
SELL
N/A
-8,949 Reduced 3.9%
220,792 $5.6 Million
Q1 2022

May 02, 2022
BUY
N/A
5,322 Added 2.37%
229,741 $6.38 Million
Q4 2021

Feb 03, 2022
BUY
N/A
2,560 Added 1.15%
224,419 $6.65 Million
Q3 2021

Nov 09, 2021
SELL
N/A
-21,659 Reduced 8.89%
221,859 $6.76 Million
Q2 2021

Aug 04, 2021
SELL
N/A
-2,008 Reduced 0.82%
243,518 $8.01 Million
Q1 2021

Apr 28, 2021
SELL
N/A
-9,213 Reduced 3.62%
245,526 $7.8 Million
Q4 2020

Feb 01, 2021
SELL
N/A
-2,736 Reduced 1.06%
254,739 $7.81 Million
Q3 2020

Oct 28, 2020
BUY
N/A
25,831 Added 11.15%
257,475 $6.89 Million
Q2 2020

Aug 05, 2020
BUY
N/A
15,399 Added 7.12%
231,644 $5.64 Million
Q1 2020

Apr 29, 2020
BUY
N/A
45,801 Added 26.87%
216,245 $4.47 Million
Q4 2019

Feb 03, 2020
BUY
N/A
8,523 Added 5.26%
170,444 $4.67 Million
Q3 2019

Oct 31, 2019
BUY
N/A
3,478 Added 2.2%
161,921 $4.07 Million
Q2 2019

Aug 06, 2019
SELL
N/A
-185 Reduced 0.12%
158,443 $4.16 Million
Q1 2019

Apr 23, 2019
SELL
N/A
-19,949 Reduced 11.17%
158,628 $4.13 Million
Q4 2018

Jan 28, 2019
BUY
N/A
20,449 Added 12.93%
178,577 $4.2 Million
Q3 2018

Nov 09, 2018
BUY
N/A
2,263 Added 1.45%
158,128 $4.07 Million
Q2 2018

Jul 26, 2018
BUY
N/A
3,031 Added 1.98%
155,865 $4.04 Million
Q1 2018

Apr 26, 2018
BUY
N/A
2,308 Added 1.53%
152,834 $4.39 Million
Q4 2017

Jan 31, 2018
BUY
N/A
4,940 Added 3.39%
150,526 $4.21 Million
Q3 2017

Oct 20, 2017
BUY
N/A
145,586
145,586 $3.92 Million

Others Institutions Holding SCHE

# of Institutions
763
Shares Held
234M
Call Options Held
26.1K
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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