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 $927. This represents 0.0% of its overall portfolio holdings.

Number of Shares
35
Previous 524 93.32%
Holding current value
$927
Previous $12,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$22.0 - $24.95 $15,334 - $17,390
-697 Reduced 53.74%
600 $14,000
Q3 2022

Nov 03, 2022

BUY
N/A
805 Added 163.62%
1,297 $29,000
Q2 2022

Aug 22, 2022

SELL
N/A
-147 Reduced 23.0%
492 $12,000
Q1 2022

May 12, 2022

BUY
N/A
1 Added 0.16%
639 $18,000
Q4 2021

Feb 08, 2022

BUY
N/A
157 Added 32.64%
638 $19,000
Q2 2021

Aug 02, 2021

BUY
N/A
3 Added 0.63%
481 $16,000
Q4 2020

Feb 03, 2021

BUY
N/A
8 Added 1.7%
478 $15,000
Q3 2020

Nov 12, 2020

SELL
N/A
-129 Reduced 21.54%
470 $13,000
Q2 2020

Aug 06, 2020

BUY
N/A
131 Added 27.99%
599 $15,000
Q4 2019

Feb 07, 2020

BUY
N/A
11 Added 2.41%
468 $13,000
Q3 2019

Nov 01, 2019

SELL
N/A
-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

About SCHWAB STRATEGIC TR US EMERGIN


  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
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