Holistic Financial Partners Schwab Strategic Tr Us Emergin Transaction History

Holistic Financial Partners

  • $222 Million
  • Q2 2025

A detailed history of Holistic Financial Partners transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Holistic Financial Partners holds 79,113 shares of SCHE stock, worth $2.68 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
79,113
Previous 186,503 57.58%
Holding current value
$2.68 Million
Previous $5.14 Million 53.63%
% of portfolio
1.08%
Previous 2.54%

Shares

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

Aug 05, 2025
SELL
$24.38 - $30.18 $2.62 Million - $3.24 Million
-107,390 Reduced 57.58%
79,113 $2.38 Million
Q1 2025

May 06, 2025
SELL
$25.81 - $28.52 $884,844 - $977,751
-34,283 Reduced 15.53%
186,503 $5.14 Million
Q4 2024

Feb 04, 2025
SELL
$26.63 - $30.23 $650,570 - $738,518
-24,430 Reduced 9.96%
220,786 $5.88 Million
Q3 2024

Nov 07, 2024
BUY
$25.45 - $29.53 $67,391 - $78,195
2,648 Added 1.09%
245,216 $7.16 Million
Q2 2024

Jul 30, 2024
SELL
$24.67 - $27.2 $316,836 - $349,329
-12,843 Reduced 5.03%
242,568 $6.44 Million
Q1 2024

May 08, 2024
BUY
$23.47 - $25.45 $35,862 - $38,887
1,528 Added 0.6%
255,411 $6.45 Million
Q4 2023

Feb 12, 2024
SELL
$23.04 - $24.89 $104,855 - $113,274
-4,551 Reduced 1.76%
253,883 $6.29 Million
Q3 2023

Nov 08, 2023
SELL
$23.83 - $26.11 $405,753 - $444,574
-17,027 Reduced 6.18%
258,434 $6.19 Million
Q2 2023

Aug 09, 2023
SELL
$23.66 - $25.54 $129,798 - $140,112
-5,486 Reduced 1.95%
275,461 $6.78 Million
Q1 2023

May 04, 2023
SELL
$23.32 - $26.39 $3.24 Million - $3.67 Million
-139,125 Reduced 33.12%
280,947 $6.89 Million
Q4 2022

Feb 07, 2023
BUY
$21.59 - $24.95 $163,565 - $189,021
7,576 Added 1.84%
420,072 $9.94 Million
Q3 2022

Nov 09, 2022
SELL
$22.4 - $25.83 $32,390 - $37,350
-1,446 Reduced 0.35%
412,496 $9.24 Million
Q2 2022

Aug 02, 2022
SELL
$24.51 - $28.87 $858,242 - $1.01 Million
-35,016 Reduced 7.8%
413,942 $10.5 Million
Q1 2022

May 13, 2022
SELL
$25.61 - $30.82 $1.58 Million - $1.9 Million
-61,642 Reduced 12.07%
448,958 $12.5 Million
Q4 2021

Feb 11, 2022
SELL
$28.68 - $31.96 $4.62 Million - $5.15 Million
-161,081 Reduced 23.98%
510,600 $15.1 Million
Q3 2021

Nov 12, 2021
BUY
$29.81 - $32.7 $1.01 Million - $1.1 Million
33,791 Added 5.3%
671,681 $20.5 Million
Q2 2021

Aug 13, 2021
BUY
$31.06 - $33.61 $387,162 - $418,948
12,465 Added 1.99%
637,890 $21 Million
Q1 2021

May 11, 2021
SELL
$30.78 - $34.63 $1.12 Million - $1.26 Million
-36,245 Reduced 5.48%
625,425 $19.9 Million
Q4 2020

Feb 10, 2021
BUY
$26.72 - $30.68 $69,792 - $80,136
2,612 Added 0.4%
661,670 $20.3 Million
Q3 2020

Nov 13, 2020
BUY
$24.69 - $27.71 $346,030 - $388,355
14,015 Added 2.17%
659,058 $17.7 Million
Q2 2020

Aug 13, 2020
BUY
$19.87 - $25.05 $1.12 Million - $1.41 Million
56,247 Added 9.55%
645,043 $15.7 Million
Q1 2020

May 05, 2020
SELL
$18.68 - $28.22 $896,004 - $1.35 Million
-47,966 Reduced 7.53%
588,796 $12.2 Million
Q4 2019

Feb 06, 2020
BUY
$24.83 - $27.51 $902,098 - $999,465
36,331 Added 6.05%
636,762 $17.4 Million
Q3 2019

Nov 07, 2019
BUY
$25.08 - $25.94 $4.4 Million - $4.55 Million
175,467 Added 41.29%
600,431 $15.1 Million
Q2 2019

Aug 07, 2019
BUY
N/A
20,612 Added 5.1%
424,964 $11.2 Million
Q1 2019

May 07, 2019
BUY
N/A
40,174 Added 11.03%
404,352 $10.5 Million
Q4 2018

Feb 11, 2019
BUY
N/A
46,128 Added 14.5%
364,178 $8.57 Million
Q3 2018

Nov 05, 2018
BUY
N/A
83,996 Added 35.89%
318,050 $8.18 Million
Q2 2018

Aug 14, 2018
BUY
N/A
37,659 Added 19.18%
234,054 $6.06 Million
Q1 2018

May 14, 2018
BUY
N/A
39,518 Added 25.19%
196,395 $5.64 Million
Q4 2017

Feb 09, 2018
BUY
N/A
156,877
156,877 $4.38 Million

Others Institutions Holding SCHE

# of Institutions
866
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
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More about SCHE
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