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 $2.58 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
96,135
Previous 79,624 20.74%
Holding current value
$2.58 Million
Previous $2.11 Million 32.69%
% of portfolio
0.52%
Previous 0.43%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
784
Shares Held
142M
Call Options Held
28.1K
Put Options Held
200
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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