Mc Kinley Carter Wealth Services, Inc. Schwab Strategic Tr Us Emergin Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.56 Billion
  • Q1 2025

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 10,747 shares of SCHE stock, worth $307,579. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,747
Previous 12,483 13.91%
Holding current value
$307,579
Previous $332,000 10.84%
% of portfolio
0.02%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$25.81 - $28.52 $44,806 - $49,510
-1,736 Reduced 13.91%
10,747 $296,000
Q4 2024

Jan 22, 2025
SELL
$26.63 - $30.23 $9,906 - $11,245
-372 Reduced 2.89%
12,483 $332,000
Q3 2024

Oct 15, 2024
BUY
$25.45 - $29.53 $19,545 - $22,679
768 Added 6.35%
12,855 $375,000
Q2 2024

Aug 09, 2024
BUY
$24.67 - $27.2 $2,146 - $2,366
87 Added 0.73%
12,087 $321,000
Q1 2024

Apr 26, 2024
SELL
$23.47 - $25.45 $3,684 - $3,995
-157 Reduced 1.29%
12,000 $303,000
Q4 2023

Feb 07, 2024
SELL
$23.04 - $24.89 $17,694 - $19,115
-768 Reduced 5.94%
12,157 $301,000
Q3 2023

Oct 13, 2023
BUY
$23.83 - $26.11 $55,357 - $60,653
2,323 Added 21.91%
12,925 $309,000
Q2 2023

Aug 02, 2023
BUY
$23.66 - $25.54 $250,843 - $270,775
10,602 New
10,602 $261,000
Q3 2022

Oct 24, 2022
SELL
$22.4 - $25.83 $16,419 - $18,933
-733 Reduced 1.88%
38,323 $858,000
Q2 2022

Jul 15, 2022
SELL
$24.51 - $28.87 $24,534 - $28,898
-1,001 Reduced 2.5%
39,056 $991,000
Q1 2022

Apr 27, 2022
SELL
$25.61 - $30.82 $473,989 - $570,416
-18,508 Reduced 31.6%
40,057 $1.11 Million
Q4 2021

Feb 07, 2022
BUY
$28.68 - $31.96 $1.41 Million - $1.58 Million
49,299 Added 532.04%
58,565 $1.74 Million
Q3 2021

Nov 03, 2021
SELL
$29.81 - $32.7 $67,281 - $73,803
-2,257 Reduced 19.59%
9,266 $282,000
Q2 2021

Aug 12, 2021
SELL
$31.06 - $33.61 $35,004 - $37,878
-1,127 Reduced 8.91%
11,523 $378,000
Q1 2021

Apr 30, 2021
BUY
$30.78 - $34.63 $160,025 - $180,041
5,199 Added 69.78%
12,650 $402,000
Q4 2020

Feb 16, 2021
BUY
$26.72 - $30.68 $199,090 - $228,596
7,451 New
7,451 $228,000

Others Institutions Holding SCHE

# of Institutions
847
Shares Held
150M
Call Options Held
30.5K
Put Options Held
300
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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