Ethos Financial Group, LLC Schwab Strategic Tr Us Emergin Transaction History

Ethos Financial Group, LLC

$1.01 Billion
Q2 2025

A detailed history of Ethos Financial Group, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Ethos Financial Group, LLC holds 124,163 shares of SCHE stock, worth $3.85 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

124,163

Previous 113,773 9.13%

Holding current value

$3.85 Million

Previous $3.14 Million 19.32%

% of portfolio

0.37%

Previous 0.34%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$24.38 - $30.18 $253,308 - $313,570	10,390 Added 9.13%	124,163 $3.74 Million
Q1 2025 May 13, 2025	BUY	$25.81 - $28.52 $4,852 - $5,361	188 Added 0.17%	113,773 $3.14 Million
Q4 2024 Feb 06, 2025	BUY	$26.63 - $30.23 $106,333 - $120,708	3,993 Added 3.64%	113,585 $3.02 Million
Q3 2024 Nov 07, 2024	BUY	$25.45 - $29.53 $66,322 - $76,955	2,606 Added 2.44%	109,592 $3.2 Million
Q2 2024 Aug 12, 2024	BUY	$24.67 - $27.2 $92,611 - $102,108	3,754 Added 3.64%	106,986 $2.85 Million
Q1 2024 May 08, 2024	BUY	$23.47 - $25.45 $257,418 - $279,135	10,968 Added 11.89%	103,232 $2.61 Million
Q4 2023 Feb 07, 2024	BUY	$23.04 - $24.89 $61,447 - $66,381	2,667 Added 2.98%	92,264 $2.29 Million
Q3 2023 Nov 13, 2023	SELL	$23.83 - $26.11 $228,148 - $249,977	-9,574 Reduced 9.65%	89,597 $2.14 Million
Q1 2023 Apr 20, 2023	BUY	$23.32 - $26.39 $2.31 Million - $2.62 Million	99,171 New	99,171 $2.43 Million

Others Institutions Holding SCHE

# of Institutions

858

Shares Held

151M

Call Options Held

30.5K

Put Options Held

300

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Ethos Financial Group, LLC Schwab Strategic Tr Us Emergin Transaction History