Wetherby Asset Management Inc Schwab Strategic Tr Us Emergin Transaction History

Wetherby Asset Management Inc

$2.04 Billion
Q4 2024

A detailed history of Wetherby Asset Management Inc transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Wetherby Asset Management Inc holds 42,802 shares of SCHE stock, worth $1.33 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

42,802

Previous 41,783 2.44%

Holding current value

$1.33 Million

Previous $1.22 Million 6.56%

% of portfolio

0.06%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$26.63 - $30.23 $27,135 - $30,804	1,019 Added 2.44%	42,802 $1.14 Million
Q1 2024 May 15, 2024	SELL	$23.47 - $25.45 $859,002 - $931,470	-36,600 Reduced 46.69%	41,783 $1.06 Million
Q4 2023 Feb 14, 2024	BUY	$23.04 - $24.89 $398,707 - $430,721	17,305 Added 28.33%	78,383 $1.94 Million
Q3 2023 Nov 14, 2023	SELL	$23.83 - $26.11 $182,108 - $199,532	-7,642 Reduced 11.12%	61,078 $1.46 Million
Q2 2023 Aug 14, 2023	SELL	$23.66 - $25.54 $83,756 - $90,411	-3,540 Reduced 4.9%	68,720 $1.69 Million
Q1 2023 May 12, 2023	SELL	$23.32 - $26.39 $499,234 - $564,957	-21,408 Reduced 22.86%	72,260 $1.77 Million
Q4 2022 Feb 14, 2023	BUY	$21.59 - $24.95 $1.68 Million - $1.94 Million	77,898 Added 493.96%	93,668 $2.22 Million
Q3 2022 Nov 14, 2022	SELL	$22.4 - $25.83 $1.59 Million - $1.83 Million	-70,840 Reduced 81.79%	15,770 $353,000
Q2 2022 Aug 15, 2022	BUY	$24.51 - $28.87 $2.12 Million - $2.5 Million	86,610 New	86,610 $2.2 Million

Others Institutions Holding SCHE

# of Institutions

851

Shares Held

149M

Call Options Held

30.5K

Put Options Held

300

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Wetherby Asset Management Inc Schwab Strategic Tr Us Emergin Transaction History