Kowal Investment Group, LLC Schwab Strategic Tr Us Emergin Transaction History

Kowal Investment Group, LLC

$538 Million
Q3 2024

A detailed history of Kowal Investment Group, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Kowal Investment Group, LLC holds 96,135 shares of SCHE stock, worth $3.26 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

96,135

Previous 79,624 20.74%

Holding current value

$3.26 Million

Previous $2.11 Million 32.69%

% of portfolio

0.52%

Previous 0.43%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$25.45 - $29.53 $420,204 - $487,569	16,511 Added 20.74%	96,135 $2.81 Million
Q2 2024 Aug 13, 2024	BUY	$24.67 - $27.2 $374,416 - $412,814	15,177 Added 23.55%	79,624 $2.11 Million
Q1 2024 Apr 18, 2024	BUY	$23.47 - $25.45 $391,761 - $424,811	16,692 Added 34.95%	64,447 $1.63 Million
Q4 2023 Jan 22, 2024	SELL	$23.04 - $24.89 $27,210 - $29,395	-1,181 Reduced 2.41%	47,755 $1.18 Million
Q3 2023 Oct 25, 2023	BUY	$23.83 - $26.11 $47,969 - $52,559	2,013 Added 4.29%	48,936 $1.17 Million
Q2 2023 Jul 18, 2023	BUY	$23.66 - $25.54 $593,392 - $640,543	25,080 Added 114.82%	46,923 $1.16 Million
Q1 2023 Apr 21, 2023	BUY	$23.32 - $26.39 $170,819 - $193,306	7,325 Added 50.45%	21,843 $535,000
Q4 2022 Jan 25, 2023	BUY	$21.59 - $24.95 $89,209 - $103,093	4,132 Added 39.78%	14,518 $0
Q3 2022 Nov 09, 2022	BUY	$22.4 - $25.83 $232,646 - $268,270	10,386 New	10,386 $233,000
Q4 2021 Feb 11, 2022	SELL	$28.68 - $31.96 $90,571 - $100,929	-3,158 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$29.81 - $32.7 $94,139 - $103,266	3,158 New	3,158 $96,000

Others Institutions Holding SCHE

# of Institutions

866

Shares Held

151M

Call Options Held

27.8K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Kowal Investment Group, LLC Schwab Strategic Tr Us Emergin Transaction History