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

Walkner Condon Financial Advisors LLC

  • $466 Million
  • Q1 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 55,161 shares of SCHE stock, worth $1.5 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
55,161
Previous 48,101 14.68%
Holding current value
$1.5 Million
Previous $1.19 Million 16.78%
% of portfolio
0.3%
Previous 0.27%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$22.0 - $24.95 $1,408 - $1,596
-64 Reduced 0.32%
20,159 $0
Q3 2022

Oct 28, 2022
BUY
N/A
1,794 Added 9.73%
20,223 $453,000
Q2 2022

Aug 04, 2022
BUY
N/A
29 Added 0.16%
18,429 $468,000
Q1 2022

May 03, 2022
SELL
N/A
-2,048 Reduced 10.02%
18,400 $511 Million
Q4 2021

Feb 11, 2022
SELL
N/A
-512 Reduced 2.44%
20,448 $0
Q3 2021

Nov 04, 2021
SELL
N/A
-1,726 Reduced 7.61%
20,960 $638,000
Q2 2021

Aug 10, 2021
BUY
N/A
1,283 Added 5.99%
22,686 $747,000
Q1 2021

Apr 13, 2021
BUY
N/A
2,823 Added 15.19%
21,403 $680,000
Q4 2020

Jan 12, 2021
BUY
N/A
1,516 Added 8.88%
18,580 $569,000
Q3 2020

Nov 10, 2020
BUY
N/A
17,064 New
17,064 $457,000

Others Institutions Holding SCHE

# of Institutions
763
Shares Held
234M
Call Options Held
26.1K
Put Options Held
0
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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