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

Fsm Wealth Advisors, LLC

  • $603 Million
  • Q2 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 38,241 shares of SCHE stock, worth $1.29 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
38,241
Previous 17,560 117.77%
Holding current value
$1.29 Million
Previous $484,000 138.02%
% of portfolio
0.19%
Previous 0.11%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
865
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
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