Srs Capital Advisors, Inc. Schwab Strategic Tr Us Emergin Transaction History

Srs Capital Advisors, Inc.

$1.07 Billion
Q3 2024

A detailed history of Srs Capital Advisors, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 35 shares of SCHE stock, worth $941. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 35 -0.0%

Holding current value

$941

Previous $0 Infinity%

% of portfolio

0.0%

Previous 0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$23.47 - $25.45 $11,476 - $12,445	-489 Reduced 93.32%	35 $0
Q4 2023 Feb 06, 2024	SELL	$23.04 - $24.89 $8,317 - $8,985	-361 Reduced 40.79%	524 $12,000
Q3 2023 Nov 14, 2023	SELL	$23.83 - $26.11 $7,220 - $7,911	-303 Reduced 25.51%	885 $21,000
Q2 2023 Aug 14, 2023	BUY	$23.66 - $25.54 $16,183 - $17,469	684 Added 135.71%	1,188 $29,000
Q1 2023 May 16, 2023	SELL	$23.32 - $26.39 $2,238 - $2,533	-96 Reduced 16.0%	504 $12,000
Q4 2022 Feb 24, 2023	SELL	$21.59 - $24.95 $15,048 - $17,390	-697 Reduced 53.74%	600 $14,000
Q3 2022 Nov 03, 2022	BUY	$22.4 - $25.83 $18,032 - $20,793	805 Added 163.62%	1,297 $29,000
Q2 2022 Aug 22, 2022	SELL	$24.51 - $28.87 $3,602 - $4,243	-147 Reduced 23.0%	492 $12,000
Q1 2022 May 12, 2022	BUY	$25.61 - $30.82 $25 - $30	1 Added 0.16%	639 $18,000
Q4 2021 Feb 08, 2022	BUY	$28.68 - $31.96 $4,502 - $5,017	157 Added 32.64%	638 $19,000
Q2 2021 Aug 02, 2021	BUY	$31.06 - $33.61 $93 - $100	3 Added 0.63%	481 $16,000
Q4 2020 Feb 03, 2021	BUY	$26.72 - $30.68 $213 - $245	8 Added 1.7%	478 $15,000
Q3 2020 Nov 12, 2020	SELL	$24.69 - $27.71 $3,185 - $3,574	-129 Reduced 21.54%	470 $13,000
Q2 2020 Aug 06, 2020	BUY	$19.87 - $25.05 $2,602 - $3,281	131 Added 27.99%	599 $15,000
Q4 2019 Feb 07, 2020	BUY	$24.83 - $27.51 $273 - $302	11 Added 2.41%	468 $13,000
Q3 2019 Nov 01, 2019	SELL	$25.08 - $25.94 $2,934 - $3,034	-117 Reduced 20.38%	457 $11,000
Q4 2018 Feb 06, 2019	BUY	N/A	15 Added 2.68%	574 $14,000
Q3 2018 Nov 06, 2018	BUY	N/A	70 Added 14.31%	559 $14,000
Q4 2017 Feb 15, 2018	BUY	N/A	88 Added 21.95%	489 $13,000
Q3 2017 Nov 15, 2017	BUY	N/A	401	401 $10,000

Others Institutions Holding SCHE

# of Institutions

780

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Srs Capital Advisors, Inc. Schwab Strategic Tr Us Emergin Transaction History