Signature Estate & Investment Advisors LLC Schwab Strategic Tr Us Emergin Transaction History

Signature Estate & Investment Advisors LLC

$4.32 Billion
Q3 2024

A detailed history of Signature Estate & Investment Advisors LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 32,729 shares of SCHE stock, worth $907,575. This represents 0.02% of its overall portfolio holdings.

Number of Shares

32,729

Previous 32,175 1.72%

Holding current value

$907,575

Previous $854,000 11.83%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$25.45 - $29.53 $14,099 - $16,359	554 Added 1.72%	32,729 $955,000
Q2 2024 Jul 25, 2024	BUY	$24.67 - $27.2 $793,757 - $875,160	32,175 New	32,175 $854,000
Q2 2023 Jul 19, 2023	BUY	$23.66 - $25.54 $2,366 - $2,554	100 Added 1.02%	9,922 $244,000
Q1 2023 May 03, 2023	SELL	$23.32 - $26.39 $30,852 - $34,913	-1,323 Reduced 11.87%	9,822 $241,000
Q4 2022 Jan 11, 2023	BUY	$21.59 - $24.95 $240,620 - $278,067	11,145 New	11,145 $264,000
Q4 2019 Feb 06, 2020	BUY	$24.83 - $27.51 $1,762 - $1,953	71 Added 1.72%	4,194 $0
Q3 2019 Oct 31, 2019	SELL	$25.08 - $25.94 $43,739 - $45,239	-1,744 Reduced 29.73%	4,123 $104,000
Q2 2019 Aug 01, 2019	BUY	N/A	5,867 New	5,867 $154,000

Others Institutions Holding SCHE

# of Institutions

778

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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Signature Estate & Investment Advisors LLC Schwab Strategic Tr Us Emergin Transaction History