Southern Wealth Management, LLP Schwab Strategic Tr Us Emergin Transaction History

Southern Wealth Management, LLP

  • $258 Million
  • Q1 2023

A detailed history of Southern Wealth Management, LLP transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Southern Wealth Management, LLP holds 24,646 shares of SCHE stock, worth $667,660. This represents 0.23% of its overall portfolio holdings.

Number of Shares
24,646
Previous 24,149 2.06%
Holding current value
$667,660
Previous $571,000 5.78%
% of portfolio
0.23%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 12, 2023
BUY
$23.32 - $26.39 $11,590 - $13,115
497 Added 2.06%
24,646 $604,000
Q4 2022

Feb 13, 2023
BUY
$22.0 - $24.95 $12,386 - $14,046
563 Added 2.39%
24,149 $571,000
Q2 2022

Aug 11, 2022
BUY
N/A
23,586 New
23,586 $599,000

Others Institutions Holding SCHE

# of Institutions
764
Shares Held
234M
Call Options Held
26.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
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