Uma Financial Services, Inc. Schwab Strategic Tr Us Emergin Transaction History

Uma Financial Services, Inc.

  • $550 Million
  • Q3 2024

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 23, 2024
SELL
$23.04 - $24.89 $18,938 - $20,459
-822 Reduced 7.89%
9,592 $237,000
Q2 2023

Jul 05, 2023
BUY
$23.66 - $25.54 $1,656 - $1,787
70 Added 0.68%
10,414 $256,000
Q1 2023

Apr 20, 2023
SELL
$23.32 - $26.39 $16,254 - $18,393
-697 Reduced 6.31%
10,344 $253,000
Q4 2022

Jan 25, 2023
SELL
$21.59 - $24.95 $323 - $374
-15 Reduced 0.14%
11,041 $0
Q3 2022

Oct 06, 2022
BUY
$22.4 - $25.83 $3,337 - $3,848
149 Added 1.37%
11,056 $259,000
Q2 2022

Aug 02, 2022
BUY
$24.51 - $28.87 $735 - $866
30 Added 0.28%
10,907 $272,000
Q1 2022

May 05, 2022
SELL
$25.61 - $30.82 $72,143 - $86,819
-2,817 Reduced 20.57%
10,877 $291,000
Q4 2021

Jan 11, 2022
BUY
$28.68 - $31.96 $22,915 - $25,536
799 Added 6.2%
13,694 $406,000
Q3 2021

Oct 19, 2021
BUY
$29.81 - $32.7 $20,658 - $22,661
693 Added 5.68%
12,895 $408,000
Q2 2021

Jul 23, 2021
SELL
$31.06 - $33.61 $8,044 - $8,704
-259 Reduced 2.08%
12,202 $389,000
Q1 2021

Apr 06, 2021
SELL
$30.78 - $34.63 $67,285 - $75,701
-2,186 Reduced 14.92%
12,461 $401,000
Q4 2020

Feb 19, 2021
BUY
$26.72 - $30.68 $15,631 - $17,947
585 Added 4.16%
14,647 $500,000
Q3 2020

Nov 04, 2020
SELL
$24.69 - $27.71 $617 - $692
-25 Reduced 0.18%
14,062 $388,000
Q2 2020

Aug 11, 2020
BUY
$19.87 - $25.05 $7,948 - $10,020
400 Added 2.92%
14,087 $375,000
Q1 2020

Apr 23, 2020
SELL
$18.68 - $28.22 $165,318 - $249,747
-8,850 Reduced 39.27%
13,687 $296,000
Q4 2019

Jan 14, 2020
SELL
$24.83 - $27.51 $41,341 - $45,804
-1,665 Reduced 6.88%
22,537 $636,000
Q3 2019

Nov 26, 2019
BUY
$25.08 - $25.94 $606,986 - $627,799
24,202 New
24,202 $645,000

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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