Twele Capital Management, Inc. Schwab Strategic Tr Us Emergin Transaction History

Twele Capital Management, Inc.

$470 Million
Q1 2025

A detailed history of Twele Capital Management, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Twele Capital Management, Inc. holds 9,867 shares of SCHE stock, worth $272,427. This represents 0.06% of its overall portfolio holdings.

Number of Shares

9,867

Previous 9,732 1.39%

Holding current value

$272,427

Previous $259,000 5.02%

% of portfolio

0.06%

Previous 0.05%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$25.81 - $28.52 $3,484 - $3,850	135 Added 1.39%	9,867 $272,000
Q4 2024 Jan 14, 2025	BUY	$26.63 - $30.23 $22,715 - $25,786	853 Added 9.61%	9,732 $259,000
Q3 2024 Oct 07, 2024	SELL	$25.45 - $29.53 $2,036 - $2,362	-80 Reduced 0.89%	8,879 $259,000
Q2 2024 Jul 11, 2024	BUY	$24.67 - $27.2 $10,361 - $11,424	420 Added 4.92%	8,959 $237,000
Q1 2024 Apr 12, 2024	BUY	$23.47 - $25.45 $8,566 - $9,289	365 Added 4.47%	8,539 $215,000
Q4 2023 Jan 16, 2024	SELL	$23.04 - $24.89 $25,827 - $27,901	-1,121 Reduced 12.06%	8,174 $202,000
Q3 2023 Oct 12, 2023	SELL	$23.83 - $26.11 $9,770 - $10,705	-410 Reduced 4.22%	9,295 $222,000
Q2 2023 Jul 24, 2023	BUY	$23.66 - $25.54 $3,951 - $4,265	167 Added 1.75%	9,705 $239,000
Q1 2023 Apr 25, 2023	SELL	$23.32 - $26.39 $29,499 - $33,383	-1,265 Reduced 11.71%	9,538 $233,000
Q4 2022 Jan 30, 2023	BUY	$21.59 - $24.95 $1,381 - $1,596	64 Added 0.6%	10,803 $255,000
Q3 2022 Oct 26, 2022	BUY	$22.4 - $25.83 $3,337 - $3,848	149 Added 1.41%	10,739 $241,000
Q2 2022 Jul 19, 2022	BUY	$24.51 - $28.87 $1,176 - $1,385	48 Added 0.46%	10,590 $269,000
Q1 2022 Apr 14, 2022	SELL	$25.61 - $30.82 $8,886 - $10,694	-347 Reduced 3.19%	10,542 $293,000
Q4 2021 Jan 26, 2022	BUY	$28.68 - $31.96 $19,559 - $21,796	682 Added 6.68%	10,889 $323,000
Q3 2021 Oct 21, 2021	BUY	$29.81 - $32.7 $745 - $817	25 Added 0.25%	10,207 $311,000
Q2 2021 Jul 20, 2021	SELL	$31.06 - $33.61 $1,459 - $1,579	-47 Reduced 0.46%	10,182 $335,000
Q1 2021 Apr 20, 2021	SELL	$30.78 - $34.63 $24,131 - $27,149	-784 Reduced 7.12%	10,229 $325,000
Q4 2020 Jan 22, 2021	SELL	$26.72 - $30.68 $15,604 - $17,917	-584 Reduced 5.04%	11,013 $338,000
Q3 2020 Oct 14, 2020	SELL	$24.69 - $27.71 $2,913 - $3,269	-118 Reduced 1.01%	11,597 $310,000
Q2 2020 Jul 20, 2020	BUY	$19.87 - $25.05 $3,298 - $4,158	166 Added 1.44%	11,715 $285,000
Q1 2020 Apr 16, 2020	SELL	$18.68 - $28.22 $102,142 - $154,306	-5,468 Reduced 32.13%	11,549 $239,000
Q4 2019 Jan 23, 2020	BUY	$24.83 - $27.51 $30,143 - $33,397	1,214 Added 7.68%	17,017 $466,000
Q3 2019 Oct 17, 2019	BUY	$25.08 - $25.94 $1,304 - $1,348	52 Added 0.33%	15,803 $397,000
Q2 2019 Jul 18, 2019	BUY	N/A	1,250 Added 8.62%	15,751 $413,000
Q1 2019 Apr 16, 2019	BUY	N/A	213 Added 1.49%	14,501 $377,000
Q4 2018 Jan 17, 2019	BUY	N/A	1,295 Added 9.97%	14,288 $336,000
Q3 2018 Oct 23, 2018	BUY	N/A	74 Added 0.57%	12,993 $334,000
Q2 2018 Jul 20, 2018	BUY	N/A	188 Added 1.48%	12,919 $334,000
Q1 2018 Apr 18, 2018	BUY	N/A	595 Added 4.9%	12,731 $365,000
Q3 2017 Oct 16, 2017	BUY	N/A	12,136	12,136 $327,000

Others Institutions Holding SCHE

# of Institutions

838

Shares Held

144M

Call Options Held

24.2K

Put Options Held

300

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Twele Capital Management, Inc. Schwab Strategic Tr Us Emergin Transaction History