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 41,652 shares of SCHE stock, worth $1.21 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
41,652
Previous 12,895 223.01%
Holding current value
$1.21 Million
Previous $325,000 240.31%
% of portfolio
0.07%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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