A detailed history of Valued Wealth Advisors LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 11,410 shares of SCHE stock, worth $316,399. This represents 0.22% of its overall portfolio holdings.

Number of Shares
11,410
Previous 11,422 0.11%
Holding current value
$316,399
Previous $303 Million 9.74%
% of portfolio
0.22%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$25.45 - $29.53 $305 - $354
-12 Reduced 0.11%
11,410 $333 Million
Q2 2024

Jul 16, 2024

SELL
$24.67 - $27.2 $592 - $652
-24 Reduced 0.21%
11,422 $303 Million
Q1 2024

Apr 30, 2024

SELL
$23.47 - $25.45 $375 - $407
-16 Reduced 0.14%
11,446 $289 Million
Q4 2023

Jan 05, 2024

BUY
$23.04 - $24.89 $264,084 - $285,289
11,462 New
11,462 $274 Million

Others Institutions Holding SCHE

About SCHWAB STRATEGIC TR US EMERGIN


  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
Track This Portfolio

Track Valued Wealth Advisors LLC Portfolio

Follow Valued Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valued Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valued Wealth Advisors LLC with notifications on news.