Sterling Financial Planning, Inc. Schwab Strategic Tr Us Emergin Transaction History

Sterling Financial Planning, Inc.

$266 Million
Q1 2025

A detailed history of Sterling Financial Planning, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 18,023 shares of SCHE stock, worth $515,818. This represents 0.19% of its overall portfolio holdings.

Number of Shares

18,023

Previous 25,950 30.55%

Holding current value

$515,818

Previous $691,000 28.22%

% of portfolio

0.19%

Previous 0.26%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$25.81 - $28.52 $204,595 - $226,078	-7,927 Reduced 30.55%	18,023 $496,000
Q4 2024 Jan 31, 2025	BUY	$26.63 - $30.23 $210,616 - $239,089	7,909 Added 43.84%	25,950 $691,000
Q3 2024 Oct 31, 2024	SELL	$25.45 - $29.53 $28,453 - $33,014	-1,118 Reduced 5.84%	18,041 $526,000
Q2 2024 Jul 30, 2024	BUY	$24.67 - $27.2 $98 - $108	4 Added 0.02%	19,159 $508,000
Q1 2024 May 06, 2024	SELL	$23.47 - $25.45 $14,293 - $15,499	-609 Reduced 3.08%	19,155 $483,000
Q4 2023 Jan 31, 2024	SELL	$23.04 - $24.89 $55,111 - $59,536	-2,392 Reduced 10.8%	19,764 $489,000
Q3 2023 Nov 03, 2023	SELL	$23.83 - $26.11 $18,158 - $19,895	-762 Reduced 3.32%	22,156 $530,000
Q2 2023 Jul 28, 2023	SELL	$23.66 - $25.54 $16,632 - $17,954	-703 Reduced 2.98%	22,918 $564,000
Q1 2023 May 03, 2023	SELL	$23.32 - $26.39 $10,820 - $12,244	-464 Reduced 1.93%	23,621 $579,000
Q4 2022 Feb 06, 2023	BUY	$21.59 - $24.95 $2,396 - $2,769	111 Added 0.46%	24,085 $570,000
Q3 2022 Nov 01, 2022	BUY	$22.4 - $25.83 $131,241 - $151,337	5,859 Added 32.34%	23,974 $537,000
Q2 2022 Jul 27, 2022	SELL	$24.51 - $28.87 $28,970 - $34,124	-1,182 Reduced 6.13%	18,115 $460,000
Q1 2022 May 10, 2022	BUY	$25.61 - $30.82 $34,189 - $41,144	1,335 Added 7.43%	19,297 $536,000
Q4 2021 Feb 02, 2022	BUY	$28.68 - $31.96 $17,380 - $19,367	606 Added 3.49%	17,962 $532,000
Q3 2021 Oct 28, 2021	BUY	$29.81 - $32.7 $23,579 - $25,865	791 Added 4.78%	17,356 $529,000
Q2 2021 Aug 02, 2021	BUY	$31.06 - $33.61 $298,983 - $323,529	9,626 Added 138.72%	16,565 $545,000
Q1 2021 Apr 28, 2021	BUY	$30.78 - $34.63 $108,130 - $121,655	3,513 Added 102.54%	6,939 $221,000
Q4 2020 Feb 10, 2021	BUY	$26.72 - $30.68 $91,542 - $105,109	3,426 New	3,426 $105,000

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

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Sterling Financial Planning, Inc. Schwab Strategic Tr Us Emergin Transaction History