Wade Financial Advisory, Inc Schwab Strategic Tr Us Emergin Transaction History

Wade Financial Advisory, Inc

$295 Million
Q4 2024

A detailed history of Wade Financial Advisory, Inc transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 16,259 shares of SCHE stock, worth $445,334. This represents 0.15% of its overall portfolio holdings.

Number of Shares

16,259

Previous 13,489 20.54%

Holding current value

$445,334

Previous $393,000 9.92%

% of portfolio

0.15%

Previous 0.13%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$26.63 - $30.23 $73,765 - $83,737	2,770 Added 20.54%	16,259 $432,000
Q3 2024 Oct 28, 2024	SELL	$25.45 - $29.53 $14,557 - $16,891	-572 Reduced 4.07%	13,489 $393,000
Q2 2024 Jul 25, 2024	SELL	$24.67 - $27.2 $34,217 - $37,726	-1,387 Reduced 8.98%	14,061 $373,000
Q1 2024 May 13, 2024	SELL	$23.47 - $25.45 $63,275 - $68,613	-2,696 Reduced 14.86%	15,448 $390,000
Q4 2023 Feb 09, 2024	SELL	$23.04 - $24.89 $64,558 - $69,741	-2,802 Reduced 13.38%	18,144 $449,000
Q2 2023 Aug 09, 2023	SELL	$23.66 - $25.54 $236 - $255	-10 Reduced 0.05%	20,946 $515,000
Q4 2022 Jan 12, 2023	SELL	$21.59 - $24.95 $61,747 - $71,357	-2,860 Reduced 12.01%	20,956 $0
Q3 2022 Oct 26, 2022	SELL	$22.4 - $25.83 $4,883 - $5,630	-218 Reduced 0.91%	23,816 $533,000
Q2 2022 Aug 05, 2022	BUY	$24.51 - $28.87 $70,098 - $82,568	2,860 Added 13.51%	24,034 $610,000
Q1 2022 Apr 21, 2022	BUY	$25.61 - $30.82 $7,990 - $9,615	312 Added 1.5%	21,174 $588,000
Q4 2021 Feb 08, 2022	SELL	$28.68 - $31.96 $114 - $127	-4 Reduced 0.02%	20,862 $618,000
Q1 2021 Apr 14, 2021	SELL	$30.78 - $34.63 $31,672 - $35,634	-1,029 Reduced 4.7%	20,866 $663,000
Q4 2020 Mar 10, 2021	SELL	$26.72 - $30.68 $7,962 - $9,142	-298 Reduced 1.34%	21,895 $671,000
Q3 2020 Nov 03, 2020	SELL	$24.69 - $27.71 $14,641 - $16,432	-593 Reduced 2.6%	22,193 $594,000
Q2 2020 Jul 16, 2020	BUY	$19.87 - $25.05 $24,519 - $30,911	1,234 Added 5.73%	22,786 $555,000
Q1 2020 Apr 27, 2020	BUY	$18.68 - $28.22 $90,000 - $135,963	4,818 Added 28.79%	21,552 $446,000
Q4 2019 Feb 11, 2020	BUY	$24.83 - $27.51 $415,505 - $460,352	16,734 New	16,734 $458,000

Others Institutions Holding SCHE

# of Institutions

802

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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Wade Financial Advisory, Inc Schwab Strategic Tr Us Emergin Transaction History