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 14,765 shares of SCHE stock, worth $394,077. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,765
Previous 12,561 17.55%
Holding current value
$394,077
Previous $311,000 19.61%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$22.0 - $24.95 $121,198 - $137,449
5,509 Added 1099.6%
6,010 $142,000
Q3 2022

Nov 07, 2022

SELL
N/A
-12,457 Reduced 96.13%
501 $11,000
Q2 2022

Jul 22, 2022

SELL
N/A
-8,248 Reduced 38.89%
12,958 $329,000
Q1 2022

Apr 18, 2022

BUY
N/A
5,265 Added 33.03%
21,206 $589,000
Q4 2021

Jan 14, 2022

BUY
N/A
2,226 Added 16.23%
15,941 $472,000
Q3 2021

Oct 22, 2021

SELL
N/A
-810 Reduced 5.58%
13,715 $418,000
Q2 2021

Jul 26, 2021

BUY
N/A
812 Added 5.92%
14,525 $478,000
Q1 2021

May 21, 2021

BUY
N/A
13,713 New
13,713 $69,000

Others Institutions Holding SCHE

About SCHWAB STRATEGIC TR US EMERGIN


  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
Track This Portfolio

Track Spire Wealth Management Portfolio

Follow Spire Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.