Ci Private Wealth, LLC Schwab Strategic Tr Us Emergin Transaction History

Ci Private Wealth, LLC

$68.1 Billion
Q2 2025

A detailed history of Ci Private Wealth, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Ci Private Wealth, LLC holds 116,562 shares of SCHE stock, worth $3.81 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

116,562

Previous 2,631,208 95.57%

Holding current value

$3.81 Million

Previous $79.3 Million 95.57%

% of portfolio

0.01%

Previous 0.1%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Sep 26, 2025	SELL	$24.38 - $30.18 $61.3 Million - $75.9 Million	-2,514,646 Reduced 95.57%	116,562 $3.51 Million
Q2 2025 Aug 15, 2025	BUY	$24.38 - $30.18 $40.9 Million - $50.7 Million	1,679,145 Added 176.37%	2,631,208 $79.3 Million
Q1 2025 May 14, 2025	BUY	$25.81 - $28.52 $1.31 Million - $1.45 Million	50,746 Added 5.63%	952,063 $26.2 Million
Q4 2024 Feb 10, 2025	SELL	$26.63 - $30.23 $232,506 - $263,938	-8,731 Reduced 0.96%	901,317 $24 Million
Q3 2024 Nov 12, 2024	BUY	$25.45 - $29.53 $193,165 - $224,132	7,590 Added 0.84%	910,048 $26.6 Million
Q2 2024 Aug 13, 2024	BUY	$24.67 - $27.2 $163,808 - $180,608	6,640 Added 0.74%	902,458 $24 Million
Q1 2024 May 09, 2024	BUY	$23.47 - $25.45 $94,560 - $102,538	4,029 Added 0.45%	895,818 $22.6 Million
Q4 2023 Feb 09, 2024	BUY	$23.04 - $24.89 $503,700 - $544,145	21,862 Added 2.51%	891,789 $22.1 Million
Q3 2023 Nov 03, 2023	BUY	$23.83 - $26.11 $1.33 Million - $1.46 Million	55,862 Added 6.86%	869,927 $20.8 Million
Q2 2023 Aug 10, 2023	BUY	$23.66 - $25.54 $469,367 - $506,662	19,838 Added 2.5%	814,065 $20.1 Million
Q1 2023 May 15, 2023	BUY	$23.32 - $26.39 $512,200 - $579,629	21,964 Added 2.84%	794,227 $19.5 Million
Q4 2022 Feb 15, 2023	BUY	$21.59 - $24.95 $16.7 Million - $19.3 Million	772,263 New	772,263 $18.3 Million

Others Institutions Holding SCHE

# of Institutions

865

Shares Held

151M

Call Options Held

27.8K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
Sector ETFs
Industry ETFs

More about SCHE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.

Account

Ci Private Wealth, LLC Schwab Strategic Tr Us Emergin Transaction History