Fsm Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History

Fsm Wealth Advisors, LLC

$690 Million
Q3 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 36,689 shares of SCHE stock, worth $1.24 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

36,689

Previous 38,241 4.06%

Holding current value

$1.24 Million

Previous $1.15 Million 6.25%

% of portfolio

0.18%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$30.13 - $33.37 $46,761 - $51,790	-1,552 Reduced 4.06%	36,689 $1.22 Million
Q2 2025 Jul 30, 2025	BUY	$24.38 - $30.18 $504,202 - $624,152	20,681 Added 117.77%	38,241 $1.15 Million
Q1 2025 Apr 28, 2025	BUY	$25.81 - $28.52 $133,179 - $147,163	5,160 Added 41.61%	17,560 $484,000
Q4 2024 Jan 24, 2025	BUY	$26.63 - $30.23 $39,758 - $45,133	1,493 Added 13.69%	12,400 $330,000
Q3 2024 Oct 30, 2024	BUY	$25.45 - $29.53 $10,663 - $12,373	419 Added 4.0%	10,907 $318,000
Q2 2024 Jul 12, 2024	SELL	$24.67 - $27.2 $27,260 - $30,056	-1,105 Reduced 9.53%	10,488 $278,000
Q1 2024 May 14, 2024	BUY	$23.47 - $25.45 $55,037 - $59,680	2,345 Added 25.36%	11,593 $292,000
Q4 2023 May 14, 2024	BUY	$23.04 - $24.89 $213,073 - $230,182	9,248 New	9,248 $229,000

Others Institutions Holding SCHE

# of Institutions

893

Shares Held

156M

Call Options Held

18.3K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Fsm Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History