West Oak Capital, LLC Schwab Strategic Tr Us Emergin Transaction History

West Oak Capital, LLC

  • $179 Million
  • Q2 2024

A detailed history of West Oak Capital, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, West Oak Capital, LLC holds 140 shares of SCHE stock, worth $4,198. This represents 0.0% of its overall portfolio holdings.

Number of Shares
140
Holding current value
$4,198
% of portfolio
0.0%

Shares

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

Jul 24, 2024
BUY
$24.67 - $27.2 $3,453 - $3,808
140 New
140 $3,000
Q4 2023

Jan 17, 2024
BUY
$23.04 - $24.89 $1,981 - $2,140
86 New
86 $2,000
Q2 2020

Jul 06, 2020
SELL
$19.87 - $25.05 $208,019 - $262,248
-10,469 Closed
0 $0
Q1 2020

Apr 07, 2020
SELL
$18.68 - $28.22 $1,307 - $1,975
-70 Reduced 0.66%
10,469 $217,000
Q4 2019

Jan 09, 2020
BUY
$24.83 - $27.51 $37,120 - $41,127
1,495 Added 16.53%
10,539 $288,000
Q3 2019

Oct 02, 2019
BUY
$25.08 - $25.94 $35,739 - $36,964
1,425 Added 18.7%
9,044 $227,000
Q2 2019

Jul 12, 2019
BUY
N/A
285 Added 3.89%
7,619 $200,000
Q1 2019

Apr 03, 2019
BUY
N/A
119 Added 1.65%
7,334 $191,000
Q4 2018

Jan 08, 2019
BUY
N/A
992 Added 15.94%
7,215 $170 Million
Q3 2018

Oct 04, 2018
SELL
N/A
-19 Reduced 0.3%
6,223 $160 Million
Q2 2018

Jul 06, 2018
BUY
N/A
152 Added 2.5%
6,242 $162 Million
Q1 2018

Apr 05, 2018
BUY
N/A
6,090 New
6,090 $175 Million
Q4 2017

Jan 05, 2018
SELL
N/A
-4,957 Closed
0 $0
Q3 2017

Oct 10, 2017
BUY
N/A
4,957
4,957 $133 Million

Others Institutions Holding SCHE

# of Institutions
771
Shares Held
237M
Call Options Held
13.7K
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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