Mission Wealth Management, LP Schwab Strategic Tr Us Emergin Transaction History

Mission Wealth Management, LP

  • $4.24 Billion
  • Q4 2024

A detailed history of Mission Wealth Management, LP transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Mission Wealth Management, LP holds 35,472 shares of SCHE stock, worth $967,321. This represents 0.02% of its overall portfolio holdings.

Number of Shares
35,472
Previous 34,393 3.14%
Holding current value
$967,321
Previous $1 Million 5.88%
% of portfolio
0.02%
Previous 0.02%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$26.63 - $30.23 $28,733 - $32,618
1,079 Added 3.14%
35,472 $944,000
Q3 2024

Oct 31, 2024
SELL
$25.45 - $29.53 $18,654 - $21,645
-733 Reduced 2.09%
34,393 $1 Million
Q2 2024

Aug 02, 2024
SELL
$24.67 - $27.2 $398,963 - $439,878
-16,172 Reduced 31.53%
35,126 $932,000
Q1 2024

Apr 30, 2024
SELL
$23.47 - $25.45 $101,296 - $109,842
-4,316 Reduced 7.76%
51,298 $1.3 Million
Q4 2023

Feb 05, 2024
SELL
$23.04 - $24.89 $72,000 - $77,781
-3,125 Reduced 5.32%
55,614 $1.38 Million
Q3 2023

Oct 23, 2023
SELL
$23.83 - $26.11 $133,686 - $146,477
-5,610 Reduced 8.72%
58,739 $1.41 Million
Q2 2023

Aug 04, 2023
SELL
$23.66 - $25.54 $50,537 - $54,553
-2,136 Reduced 3.21%
64,349 $1.58 Million
Q1 2023

Apr 07, 2023
SELL
$23.32 - $26.39 $215,500 - $243,869
-9,241 Reduced 12.2%
66,485 $1.63 Million
Q4 2022

Feb 02, 2023
SELL
$21.59 - $24.95 $76,212 - $88,073
-3,530 Reduced 4.45%
75,726 $1.79 Million
Q3 2022

Oct 12, 2022
SELL
$22.4 - $25.83 $98,806 - $113,936
-4,411 Reduced 5.27%
79,256 $1.78 Million
Q2 2022

Jul 27, 2022
BUY
$24.51 - $28.87 $47,941 - $56,469
1,956 Added 2.39%
83,667 $2.12 Million
Q1 2022

Apr 25, 2022
BUY
$25.61 - $30.82 $19,489 - $23,454
761 Added 0.94%
81,711 $2.27 Million
Q4 2021

Feb 11, 2022
SELL
$28.68 - $31.96 $69,434 - $77,375
-2,421 Reduced 2.9%
80,950 $2.4 Million
Q3 2021

Nov 05, 2021
SELL
$29.81 - $32.7 $55,804 - $61,214
-1,872 Reduced 2.2%
83,371 $2.54 Million
Q2 2021

Aug 10, 2021
SELL
$31.06 - $33.61 $146,261 - $158,269
-4,709 Reduced 5.24%
85,243 $2.8 Million
Q1 2021

May 10, 2021
SELL
$30.78 - $34.63 $320,265 - $360,325
-10,405 Reduced 10.37%
89,952 $2.86 Million
Q4 2020

Jan 19, 2021
SELL
$26.72 - $30.68 $268,188 - $307,935
-10,037 Reduced 9.09%
100,357 $3.08 Million
Q3 2020

Oct 16, 2020
SELL
$24.69 - $27.71 $203,420 - $228,302
-8,239 Reduced 6.94%
110,394 $2.95 Million
Q2 2020

Aug 03, 2020
BUY
$19.87 - $25.05 $43,435 - $54,759
2,186 Added 1.88%
118,633 $2.89 Million
Q1 2020

Apr 10, 2020
SELL
$18.68 - $28.22 $111,407 - $168,304
-5,964 Reduced 4.87%
116,447 $2.41 Million
Q4 2019

Jan 21, 2020
SELL
$24.83 - $27.51 $141,953 - $157,274
-5,717 Reduced 4.46%
122,411 $3.35 Million
Q3 2019

Oct 16, 2019
BUY
$25.08 - $25.94 $367,070 - $379,657
14,636 Added 12.9%
128,128 $3.22 Million
Q2 2019

Aug 09, 2019
BUY
N/A
7,884 Added 7.47%
113,492 $2.98 Million
Q1 2019

May 14, 2019
BUY
N/A
11,227 Added 11.9%
105,608 $2.75 Million
Q4 2018

Feb 08, 2019
BUY
N/A
22,374 Added 31.07%
94,381 $2.22 Million
Q3 2018

Nov 01, 2018
BUY
N/A
18,824 Added 35.39%
72,007 $1.85 Million
Q2 2018

Aug 08, 2018
BUY
N/A
20,715 Added 63.8%
53,183 $1.38 Million
Q1 2018

May 04, 2018
BUY
N/A
32,468 New
32,468 $932,000

Others Institutions Holding SCHE

# of Institutions
796
Shares Held
140M
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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