Wealth Architects, LLC Schwab Strategic Tr Us Emergin Transaction History

Wealth Architects, LLC

  • $848 Million
  • Q3 2024

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

Apr 23, 2020
SELL
$18.68 - $28.22 $191,096 - $288,690
-10,230 Closed
0 $0
Q4 2019

Jan 28, 2020
BUY
$24.83 - $27.51 $33,321 - $36,918
1,342 Added 15.1%
10,230 $280,000
Q3 2019

Oct 23, 2019
BUY
$25.08 - $25.94 $15,599 - $16,134
622 Added 7.52%
8,888 $223,000
Q2 2019

Jul 12, 2019
BUY
N/A
398 Added 5.06%
8,266 $217,000
Q1 2019

May 01, 2019
BUY
N/A
7,868 New
7,868 $205,000
Q2 2018

Jul 19, 2018
SELL
N/A
-7,174 Closed
0 $0
Q1 2018

Apr 13, 2018
SELL
N/A
-867 Reduced 10.78%
7,174 $206,000
Q4 2017

Jan 31, 2018
BUY
N/A
471 Added 6.22%
8,041 $225,000
Q3 2017

Nov 08, 2017
SELL
N/A
-602 Reduced 7.37%
7,570 $204,000
Q2 2017

Aug 10, 2017
BUY
N/A
8,172
8,172 $203,000

Others Institutions Holding SCHE

# of Institutions
778
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
Track This Portfolio

Track Wealth Architects, LLC Portfolio

Follow Wealth Architects, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Architects, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Architects, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email