A detailed history of Sheets Smith Wealth Management transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Sheets Smith Wealth Management holds 14,501 shares of SCHE stock, worth $413,278. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,501
Previous 14,444 0.39%
Holding current value
$413,278
Previous $383,000 10.44%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 01, 2024

BUY
$25.45 - $29.53 $1,450 - $1,683
57 Added 0.39%
14,501 $423,000
Q1 2024

May 08, 2024

SELL
$23.47 - $25.45 $4.02 Million - $4.36 Million
-171,136 Reduced 92.22%
14,444 $364,000
Q4 2023

Feb 06, 2024

BUY
$23.04 - $24.89 $3.93 Million - $4.25 Million
170,575 Added 1136.79%
185,580 $4.6 Million
Q3 2023

Oct 23, 2023

BUY
$23.83 - $26.11 $22,114 - $24,230
928 Added 6.59%
15,005 $359,000
Q2 2023

Aug 09, 2023

SELL
$23.66 - $25.54 $59,788 - $64,539
-2,527 Reduced 15.22%
14,077 $346,000
Q1 2023

May 26, 2023

BUY
$23.32 - $26.39 $386,622 - $437,519
16,579 Added 66316.0%
16,604 $407,000
Q1 2023

May 12, 2023

SELL
$23.32 - $26.39 $395,017 - $447,020
-16,939 Reduced 99.85%
25 $0
Q4 2022

Mar 08, 2023

SELL
$21.59 - $24.95 $7,254 - $8,383
-336 Reduced 1.94%
16,964 $401,000
Q3 2022

Nov 01, 2022

BUY
$22.4 - $25.83 $15,388 - $17,745
687 Added 4.14%
17,300 $388,000
Q2 2022

Jul 27, 2022

SELL
$24.51 - $28.87 $79,682 - $93,856
-3,251 Reduced 16.37%
16,613 $422,000
Q1 2022

May 02, 2022

SELL
$25.61 - $30.82 $22,792 - $27,429
-890 Reduced 4.29%
19,864 $552,000
Q4 2021

Jan 20, 2022

SELL
$28.68 - $31.96 $99,548 - $110,933
-3,471 Reduced 14.33%
20,754 $615,000
Q3 2021

Oct 15, 2021

BUY
$29.81 - $32.7 $9,539 - $10,464
320 Added 1.34%
24,225 $738,000
Q2 2021

Aug 03, 2021

BUY
$31.06 - $33.61 $40,005 - $43,289
1,288 Added 5.69%
23,905 $786,000
Q1 2021

Apr 23, 2021

BUY
$30.78 - $34.63 $3,201 - $3,601
104 Added 0.46%
22,617 $719,000
Q4 2020

Jan 13, 2021

BUY
$26.72 - $30.68 $40,641 - $46,664
1,521 Added 7.25%
22,513 $690,000
Q3 2020

Oct 26, 2020

SELL
$24.69 - $27.71 $35,677 - $40,040
-1,445 Reduced 6.44%
20,992 $562,000
Q2 2020

Jul 17, 2020

BUY
$19.87 - $25.05 $20,009 - $25,225
1,007 Added 4.7%
22,437 $546,000
Q1 2020

Apr 28, 2020

SELL
$18.68 - $28.22 $163,655 - $247,235
-8,761 Reduced 29.02%
21,430 $443,000
Q4 2019

Jan 24, 2020

BUY
$24.83 - $27.51 $6,480 - $7,180
261 Added 0.87%
30,191 $826,000
Q3 2019

Oct 28, 2019

SELL
$25.08 - $25.94 $92,018 - $95,173
-3,669 Reduced 10.92%
29,930 $752,000
Q2 2019

Jul 12, 2019

BUY
N/A
4,545 Added 15.64%
33,599 $882,000
Q1 2019

May 13, 2019

SELL
N/A
-183 Reduced 0.63%
29,054 $756,000
Q4 2018

Jan 11, 2019

SELL
N/A
-6,518 Reduced 18.23%
29,237 $688,000
Q3 2018

Oct 15, 2018

BUY
N/A
122 Added 0.34%
35,755 $919,000
Q2 2018

Jul 26, 2018

BUY
N/A
5,295 Added 17.45%
35,633 $923,000
Q1 2018

Apr 09, 2018

BUY
N/A
748 Added 2.53%
30,338 $871,000
Q4 2017

Jan 12, 2018

BUY
N/A
10,987 Added 59.06%
29,590 $827,000
Q3 2017

Oct 12, 2017

BUY
N/A
18,603
18,603 $501,000

Others Institutions Holding SCHE

About SCHWAB STRATEGIC TR US EMERGIN


  • Ticker SCHE
  • Sector ETFs
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