Oak Family Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History

Oak Family Advisors, LLC

  • $255 Million
  • Q1 2024

A detailed history of Oak Family Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Oak Family Advisors, LLC holds 123,083 shares of SCHE stock, worth $3.33 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares
123,083
Previous 59,551 106.69%
Holding current value
$3.33 Million
Previous $1.48 Million 110.5%
% of portfolio
1.22%
Previous 0.63%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
BUY
$23.47 - $25.45 $1.49 Million - $1.62 Million
63,532 Added 106.69%
123,083 $3.11 Million
Q4 2023

Jan 30, 2024
SELL
$23.04 - $24.89 $1.71 Million - $1.85 Million
-74,271 Reduced 55.5%
59,551 $1.48 Million
Q3 2023

Oct 20, 2023
SELL
$23.83 - $26.11 $926,033 - $1.01 Million
-38,860 Reduced 22.5%
133,822 $3.2 Million
Q2 2023

Aug 02, 2023
SELL
$23.66 - $25.54 $1.93 Million - $2.09 Million
-81,656 Reduced 32.11%
172,682 $4.25 Million
Q1 2023

May 01, 2023
SELL
$23.32 - $26.39 $12,965 - $14,672
-556 Reduced 0.22%
254,338 $6.24 Million
Q4 2022

Jan 27, 2023
BUY
$22.0 - $24.95 $5.61 Million - $6.36 Million
254,894 New
254,894 $0
Q2 2022

Jul 29, 2022
BUY
N/A
31,960 New
31,960 $811,000
Q4 2021

Feb 02, 2022
SELL
N/A
-9,852 Closed
0 $0
Q3 2021

Nov 10, 2021
SELL
N/A
-1,482 Reduced 13.08%
9,852 $300,000
Q2 2021

Jul 29, 2021
BUY
N/A
11,334 New
11,334 $373,000
Q1 2021

May 05, 2021
SELL
N/A
-10,124 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
N/A
10,124 New
10,124 $0

Others Institutions Holding SCHE

# of Institutions
765
Shares Held
234M
Call Options Held
26.1K
Put Options Held
0
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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