A detailed history of Pensionmark Financial Group, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 45,346 shares of SCHE stock, worth $1.26 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
45,346
Previous 41,652 8.87%
Holding current value
$1.26 Million
Previous $1.11 Million 19.62%
% of portfolio
0.01%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$25.45 - $29.53 $94,012 - $109,083
3,694 Added 8.87%
45,346 $1.32 Million
Q2 2024

Aug 14, 2024

BUY
$24.67 - $27.2 $709,435 - $782,190
28,757 Added 223.01%
41,652 $1.11 Million
Q1 2024

May 15, 2024

SELL
$23.47 - $25.45 $34,195 - $37,080
-1,457 Reduced 10.15%
12,895 $325,000
Q4 2023

Feb 14, 2024

BUY
$23.04 - $24.89 $330,670 - $357,221
14,352 New
14,352 $355,000

Others Institutions Holding SCHE

About SCHWAB STRATEGIC TR US EMERGIN


  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
Track This Portfolio

Track Pensionmark Financial Group, LLC Portfolio

Follow Pensionmark Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Pensionmark Financial Group, LLC with notifications on news.