Motive Wealth Advisors Schwab Strategic Tr Us Emergin Transaction History

Motive Wealth Advisors

$185 Million
Q4 2024

A detailed history of Motive Wealth Advisors transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Motive Wealth Advisors holds 15,945 shares of SCHE stock, worth $429,877. This represents 0.23% of its overall portfolio holdings.

Number of Shares

15,945

Previous 15,945 -0.0%

Holding current value

$429,877

Previous $465,000 8.82%

% of portfolio

0.23%

Previous 0.27%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	BUY	$23.47 - $25.45 $53,981 - $58,535	2,300 Added 16.86%	15,945 $402,000
Q3 2023 Nov 14, 2023	SELL	$23.83 - $26.11 $4,360 - $4,778	-183 Reduced 1.32%	13,645 $326,000
Q2 2023 Aug 01, 2023	SELL	$23.66 - $25.54 $4,566 - $4,929	-193 Reduced 1.38%	13,828 $340,000
Q1 2023 May 03, 2023	SELL	$23.32 - $26.39 $55,734 - $63,072	-2,390 Reduced 14.56%	14,021 $343,000
Q4 2022 Jan 27, 2023	SELL	$21.59 - $24.95 $30,398 - $35,129	-1,408 Reduced 7.9%	16,411 $0
Q3 2022 Oct 21, 2022	SELL	$22.4 - $25.83 $106,960 - $123,338	-4,775 Reduced 21.13%	17,819 $399,000
Q2 2022 Aug 03, 2022	BUY	$24.51 - $28.87 $30,171 - $35,538	1,231 Added 5.76%	22,594 $573,000
Q1 2022 May 03, 2022	BUY	$25.61 - $30.82 $122,236 - $147,103	4,773 Added 28.77%	21,363 $593,000
Q4 2021 Feb 08, 2022	SELL	$28.68 - $31.96 $3,154 - $3,515	-110 Reduced 0.66%	16,590 $491,000
Q3 2021 Nov 16, 2021	SELL	$29.81 - $32.7 $208 - $228	-7 Reduced 0.04%	16,700 $509,000
Q2 2021 Aug 16, 2021	BUY	$31.06 - $33.61 $518,919 - $561,522	16,707 New	16,707 $549,000

Others Institutions Holding SCHE

# of Institutions

785

Shares Held

142M

Call Options Held

28.1K

Put Options Held

200

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
Sector ETFs
Industry ETFs

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Motive Wealth Advisors Schwab Strategic Tr Us Emergin Transaction History