Zhang Financial LLC Schwab Strategic Tr Us Emergin Transaction History

Zhang Financial LLC

  • $1.73 Billion
  • Q4 2024

A detailed history of Zhang Financial LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Zhang Financial LLC holds 9,379 shares of SCHE stock, worth $263,080. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,379
Previous 9,286 1.0%
Holding current value
$263,080
Previous $270,000 7.78%
% of portfolio
0.01%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$26.63 - $30.23 $2,476 - $2,811
93 Added 1.0%
9,379 $249,000
Q3 2024

Oct 15, 2024
SELL
$25.45 - $29.53 $55,277 - $64,139
-2,172 Reduced 18.96%
9,286 $270,000
Q1 2024

Apr 24, 2024
SELL
$23.47 - $25.45 $21,169 - $22,955
-902 Reduced 7.3%
11,458 $289,000
Q4 2023

Jan 31, 2024
SELL
$23.04 - $24.89 $389,560 - $420,840
-16,908 Reduced 57.77%
12,360 $306,000
Q3 2023

Oct 11, 2023
SELL
$23.83 - $26.11 $45,634 - $50,000
-1,915 Reduced 6.14%
29,268 $700,000
Q2 2023

Jul 18, 2023
SELL
$23.66 - $25.54 $191,172 - $206,363
-8,080 Reduced 20.58%
31,183 $768,000
Q1 2023

May 10, 2023
SELL
$23.32 - $26.39 $9,701 - $10,978
-416 Reduced 1.05%
39,263 $962,000
Q4 2022

May 17, 2023
BUY
$21.59 - $24.95 $8,981 - $10,379
416 Added 1.06%
39,679 $939,000
Q4 2022

Jan 17, 2023
BUY
$21.59 - $24.95 $144,458 - $166,940
6,691 Added 20.28%
39,679 $939,000
Q3 2022

Oct 18, 2022
BUY
$22.4 - $25.83 $244,943 - $282,451
10,935 Added 49.59%
32,988 $739,000
Q2 2022

Jul 14, 2022
BUY
$24.51 - $28.87 $142,108 - $167,388
5,798 Added 35.67%
22,053 $560,000
Q1 2022

Apr 21, 2022
BUY
$25.61 - $30.82 $416,290 - $500,979
16,255 New
16,255 $451,000
Q4 2021

Feb 10, 2022
SELL
$28.68 - $31.96 $193,848 - $216,017
-6,759 Closed
0 $0
Q2 2021

Jul 26, 2021
BUY
$31.06 - $33.61 $209,934 - $227,169
6,759 New
6,759 $222,000

Others Institutions Holding SCHE

# of Institutions
830
Shares Held
143M
Call Options Held
24.2K
Put Options Held
300
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
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More about SCHE
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