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

Strategic Financial Planning, Inc.

  • $134 Million
  • Q1 2024

A detailed history of Strategic Financial Planning, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 132,465 shares of SCHE stock, worth $3.59 Million. This represents 2.5% of its overall portfolio holdings.

Number of Shares
132,465
Previous 139,238 4.86%
Holding current value
$3.59 Million
Previous $3.45 Million 3.1%
% of portfolio
2.5%
Previous 2.7%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
SELL
$23.47 - $25.45 $158,962 - $172,372
-6,773 Reduced 4.86%
132,465 $3.34 Million
Q4 2023

Feb 12, 2024
BUY
$23.04 - $24.89 $27,878 - $30,116
1,210 Added 0.88%
139,238 $3.45 Million
Q3 2023

Nov 09, 2023
SELL
$23.83 - $26.11 $84,334 - $92,403
-3,539 Reduced 2.5%
138,028 $3.3 Million
Q2 2023

Aug 10, 2023
SELL
$23.66 - $25.54 $26,925 - $29,064
-1,138 Reduced 0.8%
141,567 $3.49 Million
Q1 2023

May 10, 2023
SELL
$23.32 - $26.39 $69,796 - $78,985
-2,993 Reduced 2.05%
142,705 $3.5 Million
Q4 2022

Feb 14, 2023
SELL
$22.0 - $24.95 $1.49 Million - $1.69 Million
-67,850 Reduced 31.77%
145,698 $3.45 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-4,313 Reduced 1.98%
213,548 $4.78 Million
Q2 2022

Aug 03, 2022
BUY
N/A
4,276 Added 2.0%
217,861 $5.53 Million
Q1 2022

May 05, 2022
SELL
N/A
-35,647 Reduced 14.3%
213,585 $5.93 Million
Q4 2021

Feb 07, 2022
BUY
N/A
27,163 Added 12.23%
249,232 $7.38 Million
Q3 2021

Nov 09, 2021
BUY
N/A
1,980 Added 0.9%
222,069 $6.77 Million
Q2 2021

Aug 06, 2021
SELL
N/A
-7,224 Reduced 3.18%
220,089 $7.24 Million
Q1 2021

May 07, 2021
BUY
N/A
5,479 Added 2.47%
227,313 $7.22 Million
Q4 2020

Feb 11, 2021
SELL
N/A
-1,954 Reduced 0.87%
221,834 $6.8 Million
Q3 2020

Nov 09, 2020
SELL
N/A
-1,378 Reduced 0.61%
223,788 $5.99 Million
Q2 2020

Aug 07, 2020
BUY
N/A
170,699 Added 313.4%
225,166 $5.48 Million
Q1 2020

Apr 21, 2020
SELL
N/A
-190,326 Reduced 77.75%
54,467 $1.13 Million
Q4 2019

Feb 13, 2020
BUY
N/A
244,793 New
244,793 $6.7 Million

Others Institutions Holding SCHE

# of Institutions
765
Shares Held
234M
Call Options Held
26.1K
Put Options Held
0
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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