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

West Oak Capital, LLC

  • $5.38 Billion
  • Q3 2024

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
780
Shares Held
141M
Call Options Held
28.1K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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