Schneider Downs Wealth Management Advisors, LP Schwab Strategic Tr Us Emergin Transaction History

Schneider Downs Wealth Management Advisors, LP

$478 Million
Q3 2024

A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 97,391 shares of SCHE stock, worth $2.59 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

97,391

Previous 100,211 2.81%

Holding current value

$2.59 Million

Previous $2.66 Million 6.76%

% of portfolio

0.59%

Previous 0.61%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$25.45 - $29.53 $71,769 - $83,274	-2,820 Reduced 2.81%	97,391 $2.84 Million
Q2 2024 Aug 07, 2024	SELL	$24.67 - $27.2 $37,079 - $40,881	-1,503 Reduced 1.48%	100,211 $2.66 Million
Q1 2024 May 08, 2024	SELL	$23.47 - $25.45 $210,549 - $228,311	-8,971 Reduced 8.1%	101,714 $2.57 Million
Q4 2023 Feb 09, 2024	SELL	$23.04 - $24.89 $246,988 - $266,820	-10,720 Reduced 8.83%	110,685 $2.74 Million
Q3 2023 Nov 06, 2023	SELL	$23.83 - $26.11 $41,845 - $45,849	-1,756 Reduced 1.43%	121,405 $2.91 Million
Q2 2023 Jul 31, 2023	SELL	$23.66 - $25.54 $333,771 - $360,292	-14,107 Reduced 10.28%	123,161 $3.03 Million
Q1 2023 May 04, 2023	BUY	$23.32 - $26.39 $192,273 - $217,585	8,245 Added 6.39%	137,268 $3.37 Million
Q4 2022 Feb 01, 2023	BUY	$21.59 - $24.95 $1.4 Million - $1.62 Million	64,908 Added 101.24%	129,023 $3.05 Million
Q3 2022 Oct 26, 2022	BUY	$22.4 - $25.83 $94,617 - $109,105	4,224 Added 7.05%	64,115 $1.44 Million
Q2 2022 Jul 13, 2022	SELL	$24.51 - $28.87 $1.72 Million - $2.03 Million	-70,261 Reduced 53.98%	59,891 $1.52 Million
Q1 2022 May 02, 2022	SELL	$25.61 - $30.82 $3.29 Million - $3.96 Million	-128,405 Reduced 49.66%	130,152 $3.61 Million
Q4 2021 Jan 31, 2022	BUY	$28.68 - $31.96 $4.18 Million - $4.66 Million	145,916 Added 129.54%	258,557 $7.66 Million
Q3 2021 Oct 14, 2021	BUY	$29.81 - $32.7 $39,647 - $43,491	1,330 Added 1.19%	112,641 $3.43 Million
Q2 2021 Jul 20, 2021	SELL	$31.06 - $33.61 $1.47 Million - $1.59 Million	-47,340 Reduced 29.84%	111,311 $3.66 Million
Q1 2021 Apr 26, 2021	BUY	$30.78 - $34.63 $667,895 - $751,436	21,699 Added 15.84%	158,651 $5.04 Million
Q4 2020 Jan 21, 2021	BUY	$26.72 - $30.68 $228,081 - $261,884	8,536 Added 6.65%	136,952 $4.2 Million
Q3 2020 Oct 14, 2020	BUY	$24.69 - $27.71 $105,327 - $118,210	4,266 Added 3.44%	128,416 $3.44 Million
Q2 2020 Jul 15, 2020	SELL	$19.87 - $25.05 $459,195 - $578,905	-23,110 Reduced 15.69%	124,150 $3.02 Million
Q1 2020 Apr 21, 2020	BUY	$18.68 - $28.22 $259,166 - $391,524	13,874 Added 10.4%	147,260 $3.05 Million
Q4 2019 Jan 23, 2020	BUY	$24.83 - $27.51 $486,816 - $539,361	19,606 Added 17.23%	133,386 $3.65 Million
Q3 2019 Nov 05, 2019	BUY	$25.08 - $25.94 $143,131 - $148,039	5,707 Added 5.28%	113,780 $2.86 Million
Q2 2019 Jul 16, 2019	BUY	N/A	5,935 Added 5.81%	108,073 $2.84 Million
Q1 2019 May 01, 2019	SELL	N/A	-4,354 Reduced 4.09%	102,138 $2.66 Million
Q4 2018 Jan 31, 2019	BUY	N/A	83,196 Added 357.13%	106,492 $2.51 Million
Q3 2018 Oct 18, 2018	BUY	N/A	2,380 Added 11.38%	23,296 $599,000
Q2 2018 Jul 24, 2018	BUY	N/A	991 Added 4.97%	20,916 $542,000
Q1 2018 Apr 17, 2018	SELL	N/A	-871 Reduced 4.19%	19,925 $572,000
Q4 2017 Jan 22, 2018	BUY	N/A	1,694 Added 8.87%	20,796 $581,000
Q3 2017 Oct 11, 2017	BUY	N/A	19,102	19,102 $514,000

Others Institutions Holding SCHE

# of Institutions

780

Shares Held

142M

Call Options Held

28.1K

Put Options Held

200

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About SCHWAB STRATEGIC TR US EMERGIN

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Schneider Downs Wealth Management Advisors, LP Schwab Strategic Tr Us Emergin Transaction History