Visionary Wealth Advisors Schwab Strategic Tr Us Emergin Transaction History

Visionary Wealth Advisors

$1.56 Billion
Q1 2025

A detailed history of Visionary Wealth Advisors transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Visionary Wealth Advisors holds 315,286 shares of SCHE stock, worth $9.79 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

315,286

Previous 321,999 2.08%

Holding current value

$9.79 Million

Previous $8.57 Million 1.38%

% of portfolio

0.56%

Previous 0.53%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$25.81 - $28.52 $173,262 - $191,454	-6,713 Reduced 2.08%	315,286 $8.69 Million
Q4 2024 Feb 13, 2025	SELL	$26.63 - $30.23 $47,081 - $53,446	-1,768 Reduced 0.55%	321,999 $8.57 Million
Q3 2024 Nov 12, 2024	SELL	$25.45 - $29.53 $174,612 - $202,605	-6,861 Reduced 2.08%	323,767 $9.45 Million
Q2 2024 Aug 13, 2024	BUY	$24.67 - $27.2 $31,256 - $34,462	1,267 Added 0.38%	330,628 $8.78 Million
Q1 2024 May 15, 2024	SELL	$23.47 - $25.45 $1.11 Million - $1.21 Million	-47,446 Reduced 12.59%	329,361 $8.32 Million
Q4 2023 Feb 14, 2024	SELL	$23.04 - $24.89 $239,224 - $258,432	-10,383 Reduced 2.68%	376,807 $9.34 Million
Q3 2023 Nov 13, 2023	BUY	$23.83 - $26.11 $232,271 - $254,494	9,747 Added 2.58%	387,190 $9.27 Million
Q2 2023 Aug 11, 2023	SELL	$23.66 - $25.54 $1.43 Million - $1.54 Million	-60,321 Reduced 13.78%	377,443 $9.3 Million
Q1 2023 May 15, 2023	SELL	$23.32 - $26.39 $250,620 - $283,613	-10,747 Reduced 2.4%	437,764 $10.7 Million
Q4 2022 Feb 13, 2023	SELL	$21.59 - $24.95 $406,302 - $469,534	-18,819 Reduced 4.03%	448,511 $10.6 Million
Q3 2022 Nov 14, 2022	BUY	$22.4 - $25.83 $181,417 - $209,197	8,099 Added 1.76%	467,330 $10.5 Million
Q2 2022 Aug 12, 2022	BUY	$24.51 - $28.87 $169,315 - $199,433	6,908 Added 1.53%	459,231 $11.7 Million
Q1 2022 May 12, 2022	SELL	$25.61 - $30.82 $1.18 Million - $1.42 Million	-46,211 Reduced 9.27%	452,323 $12.6 Million
Q4 2021 Feb 14, 2022	BUY	$28.68 - $31.96 $3.74 Million - $4.16 Million	130,282 Added 35.38%	498,534 $14.8 Million
Q3 2021 Nov 12, 2021	SELL	$29.81 - $32.7 $3.05 Million - $3.35 Million	-102,320 Reduced 21.74%	368,252 $11.2 Million
Q2 2021 Aug 13, 2021	BUY	$31.06 - $33.61 $117,065 - $126,676	3,769 Added 0.81%	470,572 $15.5 Million
Q1 2021 May 18, 2021	SELL	$30.78 - $34.63 $1.13 Million - $1.27 Million	-36,717 Reduced 7.29%	466,803 $14.8 Million
Q4 2020 Feb 16, 2021	BUY	$26.72 - $30.68 $788,159 - $904,967	29,497 Added 6.22%	503,520 $15.4 Million
Q3 2020 Nov 16, 2020	SELL	$24.69 - $27.71 $496,515 - $557,248	-20,110 Reduced 4.07%	474,023 $12.7 Million
Q2 2020 Aug 14, 2020	BUY	$19.87 - $25.05 $217,000 - $273,571	10,921 Added 2.26%	494,133 $12 Million
Q1 2020 May 15, 2020	BUY	$18.68 - $28.22 $3.18 Million - $4.8 Million	170,061 Added 54.31%	483,212 $10 Million
Q4 2019 Feb 14, 2020	BUY	$24.83 - $27.51 $7.78 Million - $8.61 Million	313,151 New	313,151 $8.57 Million

Others Institutions Holding SCHE

# of Institutions

849

Shares Held

149M

Call Options Held

30.5K

Put Options Held

300

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Visionary Wealth Advisors Schwab Strategic Tr Us Emergin Transaction History