Spire Wealth Management Schwab Strategic Tr Us Emergin Transaction History

Spire Wealth Management

$3.02 Billion
Q1 2025

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 364 shares of SCHE stock, worth $10,417. This represents 0.0% of its overall portfolio holdings.

Number of Shares

364

Previous 14,932 97.56%

Holding current value

$10,417

Previous $397,000 97.48%

% of portfolio

0.0%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$25.81 - $28.52 $376,000 - $415,479	-14,568 Reduced 97.56%	364 $10,000
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

847

Shares Held

150M

Call Options Held

30.5K

Put Options Held

300

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
Sector ETFs
Industry ETFs

More about SCHE

Track This Portfolio

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.

Account

Spire Wealth Management Schwab Strategic Tr Us Emergin Transaction History