Taylor, Cottrill, Erickson & Associates, Inc. Schwab Strategic Tr Us Emergin Transaction History

Taylor, Cottrill, Erickson & Associates, Inc.

  • $359 Million
  • Q3 2024

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 03, 2022
SELL
$28.68 - $31.96 $432,723 - $482,212
-15,088 Closed
0 $0
Q3 2021

Oct 15, 2021
SELL
$29.81 - $32.7 $335,899 - $368,463
-11,268 Reduced 42.75%
15,088 $460,000
Q2 2021

Jul 20, 2021
BUY
$31.06 - $33.61 $714 - $773
23 Added 0.09%
26,356 $867,000
Q1 2021

Apr 14, 2021
BUY
$30.78 - $34.63 $14,435 - $16,241
469 Added 1.81%
26,333 $837,000
Q4 2020

Jan 25, 2021
SELL
$26.72 - $30.68 $12,317 - $14,143
-461 Reduced 1.75%
25,864 $793,000
Q3 2020

Oct 09, 2020
SELL
$24.69 - $27.71 $1,333 - $1,496
-54 Reduced 0.2%
26,325 $704,000
Q2 2020

Jul 14, 2020
SELL
$19.87 - $25.05 $364,495 - $459,517
-18,344 Reduced 41.02%
26,379 $642,000
Q1 2020

Apr 15, 2020
SELL
$18.68 - $28.22 $22,845 - $34,513
-1,223 Reduced 2.66%
44,723 $925,000
Q4 2019

Jan 14, 2020
BUY
$24.83 - $27.51 $26,692 - $29,573
1,075 Added 2.4%
45,946 $1.26 Million
Q3 2019

Oct 25, 2019
BUY
$25.08 - $25.94 $10,483 - $10,842
418 Added 0.94%
44,871 $1.13 Million
Q2 2019

Jul 26, 2019
BUY
N/A
8,181 Added 22.55%
44,453 $1.17 Million
Q1 2019

Apr 29, 2019
BUY
N/A
9,738 Added 36.7%
36,272 $944,000
Q4 2018

Jan 29, 2019
BUY
N/A
26,534 New
26,534 $624,000
Q2 2018

Jul 30, 2018
SELL
N/A
-13,270 Closed
0 $0
Q1 2018

Apr 23, 2018
BUY
N/A
1,103 Added 9.07%
13,270 $381,000
Q4 2017

Jan 24, 2018
SELL
N/A
-24 Reduced 0.2%
12,167 $340,000
Q3 2017

Oct 19, 2017
BUY
N/A
12,191
12,191 $328,000

Others Institutions Holding SCHE

# of Institutions
778
Shares Held
141M
Call Options Held
28.1K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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