Summit Wealth & Retirement Planning, Inc. Schwab Strategic Tr Us Emergin Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $269 Million
  • Q1 2024

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 477,267 shares of SCHE stock, worth $12.7 Million. This represents 4.49% of its overall portfolio holdings.

Number of Shares
477,267
Previous 459,438 3.88%
Holding current value
$12.7 Million
Previous $11.4 Million 5.8%
% of portfolio
4.49%
Previous 4.81%

Shares

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

May 09, 2024
BUY
$23.47 - $25.45 $418,446 - $453,748
17,829 Added 3.88%
477,267 $12.1 Million
Q4 2023

Feb 01, 2024
BUY
$23.04 - $24.89 $253,670 - $274,038
11,010 Added 2.46%
459,438 $11.4 Million
Q3 2023

Oct 25, 2023
BUY
$23.83 - $26.11 $761,845 - $834,736
31,970 Added 7.68%
448,428 $10.7 Million
Q2 2023

Jul 26, 2023
BUY
$23.66 - $25.54 $579,740 - $625,806
24,503 Added 6.25%
416,458 $10.3 Million
Q1 2023

May 11, 2023
BUY
$23.32 - $26.39 $1.04 Million - $1.18 Million
44,549 Added 12.82%
391,955 $9.61 Million
Q4 2022

Feb 09, 2023
BUY
$22.0 - $24.95 $447,678 - $507,707
20,349 Added 6.22%
347,406 $8.22 Million
Q3 2022

Nov 10, 2022
BUY
N/A
5,139 Added 1.6%
327,057 $7.33 Million
Q2 2022

Aug 02, 2022
BUY
N/A
31,806 Added 10.96%
321,918 $8.17 Million
Q1 2022

May 12, 2022
BUY
N/A
11,573 Added 4.15%
290,112 $8.06 Million
Q4 2021

Feb 03, 2022
BUY
N/A
31,348 Added 12.68%
278,539 $8.25 Million
Q3 2021

Nov 12, 2021
BUY
N/A
17,896 Added 7.8%
247,191 $7.53 Million
Q2 2021

Aug 13, 2021
BUY
N/A
3,356 Added 1.49%
229,295 $7.54 Million
Q1 2021

May 10, 2021
BUY
N/A
13,545 Added 6.38%
225,939 $7.18 Million
Q4 2020

Feb 09, 2021
BUY
N/A
5,007 Added 2.41%
212,394 $6.51 Million
Q3 2020

Nov 10, 2020
BUY
N/A
2,816 Added 1.38%
207,387 $5.55 Million
Q2 2020

Aug 13, 2020
BUY
N/A
11,810 Added 6.13%
204,571 $4.98 Million
Q1 2020

May 11, 2020
SELL
N/A
-80,011 Reduced 29.33%
192,761 $3.99 Million
Q4 2019

Feb 10, 2020
BUY
N/A
262,138 Added 2465.09%
272,772 $7.47 Million
Q3 2019

Nov 12, 2019
SELL
N/A
-3,814 Reduced 26.4%
10,634 $267,000
Q1 2019

May 08, 2019
SELL
N/A
-355 Reduced 2.4%
14,448 $376,000
Q4 2018

Feb 08, 2019
BUY
N/A
14,803 New
14,803 $348,000

Others Institutions Holding SCHE

# of Institutions
762
Shares Held
236M
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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