Pensionmark Financial Group, LLC Schwab Strategic Tr Us Emergin Transaction History

Pensionmark Financial Group, LLC

$3.09 Billion
Q3 2024

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 45,345 shares of SCHE stock, worth $1.22 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

45,345

Previous 45,346 0.0%

Holding current value

$1.22 Million

Previous $1.32 Million -0.0%

% of portfolio

0.04%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 25, 2024	SELL	$25.45 - $29.53 $25 - $29	-1 Reduced -0.0%	45,345 $1.32 Million
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

# of Institutions

780

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Pensionmark Financial Group, LLC Schwab Strategic Tr Us Emergin Transaction History