A detailed history of Warner Financial, Inc transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Warner Financial, Inc holds 20,117 shares of SCHE stock, worth $543,561. This represents 0.26% of its overall portfolio holdings.

Number of Shares
20,117
Previous 19,623 2.52%
Holding current value
$543,561
Previous $495,000 7.88%
% of portfolio
0.26%
Previous 0.25%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

BUY
$24.67 - $27.2 $12,186 - $13,436
494 Added 2.52%
20,117 $534,000
Q1 2024

Apr 23, 2024

SELL
$23.47 - $25.45 $2,957 - $3,206
-126 Reduced 0.64%
19,623 $495,000
Q4 2023

Jan 30, 2024

BUY
$23.04 - $24.89 $14,999 - $16,203
651 Added 3.41%
19,749 $490,000
Q2 2023

Aug 04, 2023

BUY
$23.66 - $25.54 $2,153 - $2,324
91 Added 0.48%
19,098 $470,000
Q1 2023

Apr 24, 2023

BUY
$23.32 - $26.39 $108,064 - $122,291
4,634 Added 32.24%
19,007 $466,000
Q4 2022

Feb 09, 2023

BUY
$21.59 - $24.95 $310,313 - $358,606
14,373 New
14,373 $340,000

Others Institutions Holding SCHE

About SCHWAB STRATEGIC TR US EMERGIN


  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
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