Spire Wealth Management Schwab Strategic Tr Us Emergin Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

A detailed history of Spire Wealth Management transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Spire Wealth Management holds 14,932 shares of SCHE stock, worth $416,602. This represents 0.01% of its overall portfolio holdings.

Number of Shares

14,932

Previous 13,749 8.6%

Holding current value

$416,602

Previous $401,000 1.0%

% of portfolio

0.01%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$26.63 - $30.23 $31,503 - $35,762	1,183 Added 8.6%	14,932 $397,000
Q3 2024 Oct 15, 2024	SELL	$25.45 - $29.53 $610 - $708	-24 Reduced 0.17%	13,749 $401,000
Q2 2024 Jul 31, 2024	SELL	$24.67 - $27.2 $24,472 - $26,982	-992 Reduced 6.72%	13,773 $365,000
Q1 2024 Apr 24, 2024	BUY	$23.47 - $25.45 $51,727 - $56,091	2,204 Added 17.55%	14,765 $372,000
Q4 2023 Feb 06, 2024	BUY	$23.04 - $24.89 $9,423 - $10,180	409 Added 3.37%	12,561 $311,000
Q3 2023 Nov 08, 2023	BUY	$23.83 - $26.11 $8,030 - $8,799	337 Added 2.85%	12,152 $290,000
Q2 2023 Aug 09, 2023	SELL	$23.66 - $25.54 $99,348 - $107,242	-4,199 Reduced 26.22%	11,815 $291,000
Q1 2023 May 09, 2023	BUY	$23.32 - $26.39 $233,293 - $264,005	10,004 Added 166.46%	16,014 $392,000
Q4 2022 Feb 03, 2023	BUY	$21.59 - $24.95 $118,939 - $137,449	5,509 Added 1099.6%	6,010 $142,000
Q3 2022 Nov 07, 2022	SELL	$22.4 - $25.83 $279,036 - $321,764	-12,457 Reduced 96.13%	501 $11,000
Q2 2022 Jul 22, 2022	SELL	$24.51 - $28.87 $202,158 - $238,119	-8,248 Reduced 38.89%	12,958 $329,000
Q1 2022 Apr 18, 2022	BUY	$25.61 - $30.82 $134,836 - $162,267	5,265 Added 33.03%	21,206 $589,000
Q4 2021 Jan 14, 2022	BUY	$28.68 - $31.96 $63,841 - $71,142	2,226 Added 16.23%	15,941 $472,000
Q3 2021 Oct 22, 2021	SELL	$29.81 - $32.7 $24,146 - $26,487	-810 Reduced 5.58%	13,715 $418,000
Q2 2021 Jul 26, 2021	BUY	$31.06 - $33.61 $25,220 - $27,291	812 Added 5.92%	14,525 $478,000
Q1 2021 May 21, 2021	BUY	$30.78 - $34.63 $422,086 - $474,881	13,713 New	13,713 $69,000

Others Institutions Holding SCHE

# of Institutions

821

Shares Held

142M

Call Options Held

24.8K

Put Options Held

200

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Spire Wealth Management Schwab Strategic Tr Us Emergin Transaction History