Belpointe Asset Management LLC Schwab Strategic Tr Us Emergin Transaction History

Belpointe Asset Management LLC

  • $2.14 Billion
  • Q2 2025

A detailed history of Belpointe Asset Management LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Belpointe Asset Management LLC holds 22,937 shares of SCHE stock, worth $777,334. This represents 0.03% of its overall portfolio holdings.

Number of Shares
22,937
Previous 28,903 20.64%
Holding current value
$777,334
Previous $796,000 13.19%
% of portfolio
0.03%
Previous 0.05%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
$24.38 - $30.18 $145,451 - $180,053
-5,966 Reduced 20.64%
22,937 $691,000
Q1 2025

May 20, 2025
BUY
$25.81 - $28.52 $745,986 - $824,313
28,903 New
28,903 $796,000
Q1 2023

May 15, 2023
SELL
$23.32 - $26.39 $6,996 - $7,917
-300 Reduced 31.28%
659 $16,000
Q4 2022

Feb 08, 2023
BUY
$21.59 - $24.95 $20,704 - $23,927
959 New
959 $22,000
Q1 2021

May 14, 2021
SELL
$30.78 - $34.63 $710,987 - $799,918
-23,099 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
$26.72 - $30.68 $9,485 - $10,891
355 Added 1.56%
23,099 $708,000
Q3 2020

Nov 13, 2020
BUY
$24.69 - $27.71 $5,629 - $6,317
228 Added 0.99%
23,192 $480,000
Q3 2020

Nov 13, 2020
SELL
$24.69 - $27.71 $11,061 - $12,414
-448 Reduced 1.93%
22,744 $609,000
Q2 2020

Jul 20, 2020
SELL
$19.87 - $25.05 $4,530 - $5,711
-228 Reduced 0.98%
22,964 $559,000
Q1 2020

Jul 20, 2020
SELL
$18.68 - $28.22 $44,252 - $66,853
-2,369 Reduced 9.27%
23,192 $480,000
Q4 2019

Feb 18, 2020
BUY
$24.83 - $27.51 $66,122 - $73,259
2,663 Added 11.63%
25,561 $699,000
Q3 2019

Jan 16, 2020
SELL
$25.08 - $25.94 $2,407 - $2,490
-96 Reduced 0.42%
22,898 $575,000
Q2 2019

Nov 22, 2019
BUY
N/A
22,994 New
22,994 $0
Q1 2019

Jun 11, 2019
SELL
N/A
-35,592 Closed
0 $0
Q4 2018

Mar 06, 2019
BUY
N/A
16,752 Added 88.92%
35,592 $837,000
Q3 2018

Nov 23, 2018
BUY
N/A
1,708 Added 9.97%
18,840 $484,000
Q2 2018

Aug 06, 2018
SELL
N/A
-5,849 Reduced 25.45%
17,132 $444,000
Q1 2018

Aug 06, 2018
BUY
N/A
8,899 Added 63.19%
22,981 $660,000
Q4 2017

Feb 15, 2018
BUY
N/A
877 Added 6.64%
14,082 $393,000
Q3 2017

Nov 16, 2017
BUY
N/A
13,205
13,205 $355,000

Others Institutions Holding SCHE

# of Institutions
867
Shares Held
151M
Call Options Held
27.8K
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
Track This Portfolio

Track Belpointe Asset Management LLC Portfolio

Follow Belpointe Asset Management 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 Belpointe Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Belpointe Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email