Walter & Keenan Wealth Management LLC Schwab Strategic Tr Us Emergin Transaction History

Walter & Keenan Wealth Management LLC

  • $304 Million
  • Q1 2024

A detailed history of Walter & Keenan Wealth Management LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 8,622 shares of SCHE stock, worth $235,897. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,622
Previous 8,622 -0.0%
Holding current value
$235,897
Previous $213,000 1.88%
% of portfolio
0.07%
Previous 0.08%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 25, 2024
BUY
$23.04 - $24.89 $1,152 - $1,244
50 Added 0.58%
8,622 $213,000
Q2 2023

Jul 28, 2023
BUY
$23.66 - $25.54 $189 - $204
8 Added 0.09%
8,572 $211,000
Q4 2022

Jan 30, 2023
BUY
$22.0 - $24.95 $188,408 - $213,671
8,564 New
8,564 $202,000
Q2 2022

Jul 20, 2022
BUY
N/A
4 Added 0.05%
8,529 $216,000
Q1 2022

Apr 29, 2022
BUY
N/A
1 Added 0.01%
8,525 $237,000
Q4 2021

Jan 24, 2022
BUY
N/A
30 Added 0.35%
8,524 $252,000
Q3 2021

Oct 18, 2021
BUY
N/A
1,120 Added 15.19%
8,494 $259,000
Q2 2021

Jul 13, 2021
BUY
N/A
66 Added 0.9%
7,374 $242,000
Q4 2020

Jan 28, 2021
BUY
N/A
7,308 New
7,308 $224,000
Q2 2019

Aug 01, 2019
SELL
N/A
-10,860 Closed
0 $0
Q1 2019

May 08, 2019
BUY
N/A
10,860 New
10,860 $282,000
Q4 2018

Feb 01, 2019
SELL
N/A
-8,450 Closed
0 $0
Q2 2018

Aug 09, 2018
SELL
N/A
-100 Reduced 1.17%
8,450 $219,000
Q4 2017

Jan 23, 2018
BUY
N/A
29 Added 0.34%
8,550 $239,000
Q3 2017

Nov 08, 2017
BUY
N/A
8,521
8,521 $229,000

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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