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

Sterling Financial Planning, Inc.

  • $264 Million
  • Q4 2024

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 25,950 shares of SCHE stock, worth $725,821. This represents 0.26% of its overall portfolio holdings.

Number of Shares
25,950
Previous 18,041 43.84%
Holding current value
$725,821
Previous $526,000 31.37%
% of portfolio
0.26%
Previous 0.2%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
830
Shares Held
143M
Call Options Held
24.2K
Put Options Held
300
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
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