Trellis Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History

Trellis Advisors, LLC

  • $0
  • Q4 2023

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 23, 2023
SELL
$23.83 - $26.11 $4,098 - $4,490
-172 Reduced 0.25%
68,119 $1.63 Million
Q2 2023

Aug 14, 2023
BUY
$23.66 - $25.54 $17,674 - $19,078
747 Added 1.11%
68,291 $1.68 Million
Q1 2023

May 12, 2023
SELL
$23.32 - $26.39 $72,385 - $81,914
-3,104 Reduced 4.39%
67,544 $1.66 Million
Q4 2022

Feb 09, 2023
BUY
$21.59 - $24.95 $121,508 - $140,418
5,628 Added 8.66%
70,648 $1.67 Million
Q3 2022

Nov 07, 2022
BUY
$22.4 - $25.83 $18,076 - $20,844
807 Added 1.26%
65,020 $1.46 Million
Q2 2022

Aug 05, 2022
BUY
$24.51 - $28.87 $19,215 - $22,634
784 Added 1.24%
64,213 $1.63 Million
Q1 2022

May 04, 2022
BUY
$25.61 - $30.82 $33,907 - $40,805
1,324 Added 2.13%
63,429 $1.76 Million
Q4 2021

Jan 25, 2022
BUY
$28.68 - $31.96 $143 - $159
5 Added 0.01%
62,105 $1.84 Million
Q2 2021

Aug 04, 2021
SELL
$31.06 - $33.61 $4,162 - $4,503
-134 Reduced 0.22%
62,100 $2.04 Million
Q1 2021

May 07, 2021
SELL
$30.78 - $34.63 $35,150 - $39,547
-1,142 Reduced 1.8%
62,234 $1.98 Million
Q4 2020

Feb 10, 2021
SELL
$26.72 - $30.68 $33,212 - $38,135
-1,243 Reduced 1.92%
63,376 $1.94 Million
Q3 2020

Oct 29, 2020
SELL
$24.69 - $27.71 $10,369 - $11,638
-420 Reduced 0.65%
64,619 $1.73 Million
Q2 2020

Jul 23, 2020
BUY
$19.87 - $25.05 $150,753 - $190,054
7,587 Added 13.21%
65,039 $1.58 Million
Q1 2020

May 07, 2020
BUY
$18.68 - $28.22 $230,006 - $347,472
12,313 Added 27.28%
57,452 $1.19 Million
Q4 2019

Feb 04, 2020
SELL
$24.83 - $27.51 $13,408 - $14,855
-540 Reduced 1.18%
45,139 $1.24 Million
Q3 2019

Nov 07, 2019
SELL
$25.08 - $25.94 $5,066 - $5,239
-202 Reduced 0.44%
45,679 $1.15 Million
Q2 2019

Aug 07, 2019
SELL
N/A
-10 Reduced 0.02%
45,881 $1.2 Million
Q1 2019

May 08, 2019
BUY
N/A
386 Added 0.85%
45,891 $1.19 Million
Q4 2018

Feb 15, 2019
BUY
N/A
1,048 Added 2.36%
45,505 $1.07 Million
Q3 2018

Nov 09, 2018
BUY
N/A
5 Added 0.01%
44,457 $1.14 Million
Q2 2018

Aug 10, 2018
BUY
N/A
2,160 Added 5.11%
44,452 $1.15 Million
Q1 2018

May 08, 2018
SELL
N/A
-939 Reduced 2.17%
42,292 $1.21 Million
Q4 2017

Jan 12, 2018
BUY
N/A
43,231
43,231 $1.21 Million

Others Institutions Holding SCHE

# of Institutions
770
Shares Held
236M
Call Options Held
13.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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