Nikulski Financial, Inc. Schwab Strategic Tr Us Emergin Transaction History

Nikulski Financial, Inc.

$324 Million
Q1 2025

A detailed history of Nikulski Financial, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Nikulski Financial, Inc. holds 12,621 shares of SCHE stock, worth $367,902. This represents 0.11% of its overall portfolio holdings.

Number of Shares

12,621

Previous 12,821 1.56%

Holding current value

$367,902

Previous $341,000 1.76%

% of portfolio

0.11%

Previous 0.1%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$25.81 - $28.52 $5,162 - $5,704	-200 Reduced 1.56%	12,621 $347,000
Q4 2024 Jan 21, 2025	BUY	$26.63 - $30.23 $341,423 - $387,578	12,821 New	12,821 $341,000
Q2 2024 Jul 30, 2024	SELL	$24.67 - $27.2 $34,167 - $37,672	-1,385 Reduced 14.78%	7,985 $212,000
Q1 2024 Apr 18, 2024	SELL	$23.47 - $25.45 $83,670 - $90,729	-3,565 Reduced 27.56%	9,370 $236,000
Q4 2023 Feb 01, 2024	SELL	$23.04 - $24.89 $35,366 - $38,206	-1,535 Reduced 10.61%	12,935 $320,000
Q3 2023 Oct 17, 2023	SELL	$23.83 - $26.11 $137,975 - $151,176	-5,790 Reduced 28.58%	14,470 $346,000
Q2 2023 Jul 27, 2023	SELL	$23.66 - $25.54 $42,351 - $45,716	-1,790 Reduced 8.12%	20,260 $499,000
Q1 2023 May 11, 2023	SELL	$23.32 - $26.39 $8,278 - $9,368	-355 Reduced 1.58%	22,050 $540,000
Q4 2022 Jan 25, 2023	SELL	$21.59 - $24.95 $325,577 - $376,246	-15,080 Reduced 40.23%	22,405 $0
Q3 2022 Oct 20, 2022	SELL	$22.4 - $25.83 $189,772 - $218,831	-8,472 Reduced 18.43%	37,485 $840,000
Q2 2022 Jul 19, 2022	SELL	$24.51 - $28.87 $94,902 - $111,784	-3,872 Reduced 7.77%	45,957 $1.17 Million
Q1 2022 Apr 08, 2022	SELL	$25.61 - $30.82 $397,748 - $478,665	-15,531 Reduced 23.76%	49,829 $1.38 Million
Q4 2021 Feb 01, 2022	BUY	$28.68 - $31.96 $21,309 - $23,746	743 Added 1.15%	65,360 $1.94 Million
Q3 2021 Nov 05, 2021	SELL	$29.81 - $32.7 $28,498 - $31,261	-956 Reduced 1.46%	64,617 $1.97 Million
Q2 2021 Aug 11, 2021	BUY	$31.06 - $33.61 $685,556 - $741,839	22,072 Added 50.74%	65,573 $2.09 Million
Q1 2021 May 14, 2021	BUY	$30.78 - $34.63 $792,000 - $891,064	25,731 Added 144.8%	43,501 $1.38 Million
Q4 2020 Feb 09, 2021	BUY	$26.72 - $30.68 $474,814 - $545,183	17,770 New	17,770 $545,000
Q3 2018 Nov 02, 2018	SELL	N/A	-52,732 Closed	0 $0
Q2 2018 Aug 10, 2018	BUY	N/A	3,372 Added 6.83%	52,732 $1.37 Million
Q1 2018 May 11, 2018	BUY	N/A	13,155 Added 36.33%	49,360 $1.42 Million
Q4 2017 Feb 09, 2018	BUY	N/A	36,205	36,205 $1.01 Million

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

Ticker SCHE
Sector ETFs
Industry ETFs

More about SCHE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Nikulski Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Nikulski Financial, Inc. with notifications on news.

Account

Nikulski Financial, Inc. Schwab Strategic Tr Us Emergin Transaction History