Walkner Condon Financial Advisors LLC Schwab Strategic Tr Us Emergin Transaction History

Walkner Condon Financial Advisors LLC

  • $484 Million
  • Q3 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 59,036 shares of SCHE stock, worth $1.6 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
59,036
Previous 57,729 2.26%
Holding current value
$1.6 Million
Previous $1.53 Million 12.33%
% of portfolio
0.36%
Previous 0.33%

Shares

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

Oct 31, 2024
BUY
$25.45 - $29.53 $33,263 - $38,595
1,307 Added 2.26%
59,036 $1.72 Million
Q2 2024

Jul 26, 2024
BUY
$24.67 - $27.2 $63,352 - $69,849
2,568 Added 4.66%
57,729 $1.53 Million
Q1 2024

Apr 22, 2024
BUY
$23.47 - $25.45 $165,698 - $179,677
7,060 Added 14.68%
55,161 $1.39 Million
Q4 2023

Jan 23, 2024
BUY
$23.04 - $24.89 $247,887 - $267,791
10,759 Added 28.81%
48,101 $1.19 Million
Q3 2023

Oct 19, 2023
BUY
$23.83 - $26.11 $370,818 - $406,297
15,561 Added 71.44%
37,342 $893,000
Q2 2023

Jul 21, 2023
SELL
$23.66 - $25.54 $3,525 - $3,805
-149 Reduced 0.68%
21,781 $536,000
Q1 2023

Apr 20, 2023
BUY
$23.32 - $26.39 $41,299 - $46,736
1,771 Added 8.79%
21,930 $537,000
Q4 2022

Jan 25, 2023
SELL
$21.59 - $24.95 $1,381 - $1,596
-64 Reduced 0.32%
20,159 $0
Q3 2022

Oct 28, 2022
BUY
$22.4 - $25.83 $40,185 - $46,339
1,794 Added 9.73%
20,223 $453,000
Q2 2022

Aug 04, 2022
BUY
$24.51 - $28.87 $710 - $837
29 Added 0.16%
18,429 $468,000
Q1 2022

May 03, 2022
SELL
$25.61 - $30.82 $52,449 - $63,119
-2,048 Reduced 10.02%
18,400 $511 Million
Q4 2021

Feb 11, 2022
SELL
$28.68 - $31.96 $14,684 - $16,363
-512 Reduced 2.44%
20,448 $0
Q3 2021

Nov 04, 2021
SELL
$29.81 - $32.7 $51,452 - $56,440
-1,726 Reduced 7.61%
20,960 $638,000
Q2 2021

Aug 10, 2021
BUY
$31.06 - $33.61 $39,849 - $43,121
1,283 Added 5.99%
22,686 $747,000
Q1 2021

Apr 13, 2021
BUY
$30.78 - $34.63 $86,891 - $97,760
2,823 Added 15.19%
21,403 $680,000
Q4 2020

Jan 12, 2021
BUY
$26.72 - $30.68 $40,507 - $46,510
1,516 Added 8.88%
18,580 $569,000
Q3 2020

Nov 10, 2020
BUY
$24.69 - $27.71 $421,310 - $472,843
17,064 New
17,064 $457,000

Others Institutions Holding SCHE

# of Institutions
780
Shares Held
141M
Call Options Held
28.1K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
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