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 8,283 shares of SCHE stock, worth $224,634. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,283
Previous 20,117 58.83%
Holding current value
$224,634
Previous $534,000 54.68%
% of portfolio
0.11%
Previous 0.26%

Shares

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

Oct 21, 2024

SELL
$25.45 - $29.53 $301,175 - $349,458
-11,834 Reduced 58.83%
8,283 $242,000
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
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More about SCHE
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