Paragon Private Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History

Paragon Private Wealth Management, LLC

  • $237 Million
  • Q2 2025

A detailed history of Paragon Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 11,806 shares of SCHE stock, worth $398,452. This represents 0.15% of its overall portfolio holdings.

Number of Shares
11,806
Previous 9,254 27.58%
Holding current value
$398,452
Previous $255,000 39.22%
% of portfolio
0.15%
Previous 0.12%

Shares

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

Aug 14, 2025
BUY
$24.38 - $30.18 $62,217 - $77,019
2,552 Added 27.58%
11,806 $355,000
Q1 2025

May 15, 2025
BUY
$25.81 - $28.52 $238,845 - $263,924
9,254 New
9,254 $255,000

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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