Simpli Fi, Inc. Schwab Strategic Tr Us Emergin Transaction History

Simpli Fi, Inc.

$174 Million
Q1 2025

A detailed history of Simpli Fi, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Simpli Fi, Inc. holds 13,635 shares of SCHE stock, worth $390,233. This represents 0.22% of its overall portfolio holdings.

Number of Shares

13,635

Previous 10,126 34.65%

Holding current value

$390,233

Previous $269,000 39.41%

% of portfolio

0.22%

Previous 0.12%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$25.81 - $28.52 $90,567 - $100,076	3,509 Added 34.65%	13,635 $375,000
Q4 2024 Jan 23, 2025	BUY	$26.63 - $30.23 $1,651 - $1,874	62 Added 0.62%	10,126 $269,000
Q3 2024 Oct 22, 2024	SELL	$25.45 - $29.53 $77,113 - $89,475	-3,030 Reduced 23.14%	10,064 $293,000
Q2 2024 Jul 25, 2024	BUY	$24.67 - $27.2 $29,875 - $32,939	1,211 Added 10.19%	13,094 $347,000
Q1 2024 Apr 22, 2024	BUY	$23.47 - $25.45 $59,214 - $64,210	2,523 Added 26.96%	11,883 $300,000
Q3 2023 Oct 10, 2023	BUY	$23.83 - $26.11 $428 - $469	18 Added 0.19%	9,360 $224,000
Q2 2023 Jul 17, 2023	BUY	$23.66 - $25.54 $1,159 - $1,251	49 Added 0.53%	9,342 $230,000
Q1 2023 Apr 19, 2023	SELL	$23.32 - $26.39 $35,726 - $40,429	-1,532 Reduced 14.15%	9,293 $227,000
Q4 2022 Jan 23, 2023	BUY	$21.59 - $24.95 $8,549 - $9,880	396 Added 3.8%	10,825 $0
Q3 2022 Oct 18, 2022	BUY	$22.4 - $25.83 $20,451 - $23,582	913 Added 9.59%	10,429 $234,000
Q2 2022 Jul 20, 2022	BUY	$24.51 - $28.87 $661 - $779	27 Added 0.28%	9,516 $242,000
Q1 2022 Apr 14, 2022	SELL	$25.61 - $30.82 $2,304 - $2,773	-90 Reduced 0.94%	9,489 $263,000
Q4 2021 Jan 20, 2022	BUY	$28.68 - $31.96 $32,580 - $36,306	1,136 Added 13.45%	9,579 $284,000
Q3 2021 Oct 14, 2021	SELL	$29.81 - $32.7 $2,742 - $3,008	-92 Reduced 1.08%	8,443 $257,000
Q2 2021 Jul 21, 2021	SELL	$31.06 - $33.61 $31,619 - $34,214	-1,018 Reduced 10.66%	8,535 $281,000
Q1 2021 Apr 14, 2021	SELL	$30.78 - $34.63 $10,680 - $12,016	-347 Reduced 3.51%	9,553 $304,000
Q4 2020 Jan 28, 2021	BUY	$26.72 - $30.68 $480 - $552	18 Added 0.18%	9,900 $303,000
Q3 2020 Oct 23, 2020	SELL	$24.69 - $27.71 $13,653 - $15,323	-553 Reduced 5.3%	9,882 $264,000
Q2 2020 Jul 13, 2020	SELL	$19.87 - $25.05 $35,010 - $44,138	-1,762 Reduced 14.45%	10,435 $254,000
Q1 2020 Apr 09, 2020	SELL	$18.68 - $28.22 $15,467 - $23,366	-828 Reduced 6.36%	12,197 $252,000
Q4 2019 Jan 15, 2020	BUY	$24.83 - $27.51 $66,395 - $73,561	2,674 Added 25.83%	13,025 $357,000
Q3 2019 Oct 16, 2019	SELL	$25.08 - $25.94 $12,138 - $12,554	-484 Reduced 4.47%	10,351 $260,000
Q2 2019 Jul 23, 2019	BUY	N/A	553 Added 5.38%	10,835 $284,000
Q1 2019 Apr 17, 2019	SELL	N/A	-681 Reduced 6.21%	10,282 $267,000
Q4 2018 Jan 22, 2019	BUY	N/A	1,072 Added 10.84%	10,963 $258,000
Q3 2018 Oct 17, 2018	BUY	N/A	1,684 Added 20.52%	9,891 $254,000
Q2 2018 Aug 02, 2018	SELL	N/A	-2,984 Reduced 26.66%	8,207 $212,000
Q1 2018 May 01, 2018	SELL	N/A	-2,219 Reduced 16.55%	11,191 $321,000
Q4 2017 Feb 07, 2018	BUY	N/A	13,410	13,410 $375,000

Others Institutions Holding SCHE

# of Institutions

847

Shares Held

150M

Call Options Held

30.5K

Put Options Held

300

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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