Strategic Equity Management Incresed Positions in Q3 2024

Strategic Equity Management

  • $184 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
118K
+ 29.14%
$61.11 - $67.85 $7.23M - $8.03M
524K $35.6M
VV
Vanguard Large Cap ETF

ETFs
23.1K
+ 66.58%
$236.92 - $263.4 $5.47M - $6.08M
57.7K $15.2M
IWV
Ishares Russell 3000 ETF

ETFs
16.3K
+ 52.62%
$294.75 - $326.73 $4.81M - $5.34M
47.4K $15.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
7.82K
+ 19.1%
$517.38 - $573.86 $4.04M - $4.49M
48.7K $28M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
60.2K
+ 69.88%
$53.41 - $57.9 $3.21M - $3.48M
146K $8.46M
ITOT
Ishares Core S&P Total U.S. St

ETFs
19.7K
+ 45.09%
$113.41 - $125.62 $2.23M - $2.47M
63.3K $7.95M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
49.5K
+ 878.49%
$49.93 - $51.15 $2.47M - $2.53M
55.1K $2.82M
IVW
Ishares S&P 500 Growth ETF

ETFs
21K
+ 23.64%
$84.77 - $97.13 $1.78M - $2.04M
110K $10.5M
EFV
Msci Eafe Value ETF

ETFs
26.7K
+ 56.69%
$51.72 - $57.96 $1.38M - $1.55M
73.8K $4.25M
MSFT
Microsoft Corp

Technology
3.45K
+ 232.01%
$395.15 - $467.56 $1.36M - $1.61M
4.94K $2.12M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
11.1K
+ 163.96%
$75.47 - $83.18 $837K - $922K
17.9K $1.48M
IFRA
Ishares Tr

ETFs
16.2K
+ 54.54%
$41.55 - $46.97 $675K - $763K
46K $2.16M
SCHA
Schwab Strategic Tr Us Small C

ETFs
15.2K
+ 101.27%
$46.9 - $51.96 $711K - $788K
30.1K $1.55M
EFG
Msci Eafe Growth ETF

ETFs
7.19K
+ 58.12%
$96.84 - $108.77 $696K - $782K
19.6K $2.1M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
12.3K
+ 55.81%
$56.04 - $62.99 $688K - $774K
34.3K $2.1M
IYW
Ishares Dj Us Tech ETF

ETFs
5.04K
+ 54.72%
$133.16 - $158.73 $671K - $800K
14.2K $2.16M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
12K
+ 193.16%
$50.64 - $55.7 $608K - $668K
18.2K $1.01M
TPHD
Timothy Plan High Divid Stk Et

ETFs
7.83K
+ 7.4%
$34.67 - $37.7 $271K - $295K
114K $4.28M
RFDI
First Trust ETF Iii Riverfront

ETFs
7.98K
+ 152.4%
$62.36 - $68.31 $497K - $545K
13.2K $889K
FYC
First Trust Small Cap Growth A

ETFs
6.58K
+ 89.83%
$65.44 - $74.98 $431K - $494K
13.9K $1.03M
BIBL
Northern Lts Fd Tr Iv

ETFs
5.64K
+ 5.73%
$36.61 - $40.67 $206K - $229K
104K $4.23M
VO
Vanguard Mid Cap ETF

ETFs
985
+ 48.91%
$237.84 - $263.83 $234K - $260K
3K $791K
IVV
Ishares Core S&P 500 ETF

ETFs
258
+ 6.35%
$520.18 - $576.82 $134K - $149K
4.32K $2.49M
MUST
Columbia ETF Tr I Multi Sector

ETFs
11.2K
+ 94.19%
$20.28 - $20.85 $228K - $234K
23.1K $480K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
3.16K
+ 41.8%
$54.31 - $61.04 $172K - $193K
10.7K $654K
FTCS
First Trust Capital Strength E

ETFs
1.96K
+ 68.53%
$83.58 - $90.94 $164K - $178K
4.82K $437K
AAPL
Apple Inc.

Technology
462
+ 31.26%
$207.23 - $234.82 $95.7K - $108K
1.94K $451K
VB
Vanguard Small Cap ETF

ETFs
456
+ 46.2%
$214.77 - $237.72 $97.9K - $108K
1.44K $342K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
524
+ 18.65%
$80.24 - $91.14 $42K - $47.8K
3.33K $303K
NVDA
Nvidia Corp

Technology
409
+ 22.72%
$98.91 - $134.91 $40.5K - $55.2K
2.21K $268K
HBAN
Huntington Bancshares Inc

Financial Services
6
+ 0.02%
$12.84 - $15.15 $77 - $90.9
25.4K $372K
Northern Lts Fd Tr Iv
8.2K
+ 10.97%
N/A
82.9K $0
Blackrock ETF Trust Ii
11K
+ 6.92%
N/A
171K $0
Activity Summary
Buys All Purchases 44 New Holdings 10 Increased Positions 34 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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