Plum Street Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History

Plum Street Advisors, LLC

$227 Billion
Q2 2025

A detailed history of Plum Street Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Plum Street Advisors, LLC holds 127,498 shares of SCHE stock, worth $4.28 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares

127,498

Previous 102,653 24.2%

Holding current value

$4.28 Million

Previous $2.83 Billion 35.78%

% of portfolio

1.7%

Previous 1.36%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$24.38 - $30.18 $605,721 - $749,822	24,845 Added 24.2%	127,498 $3.84 Billion
Q1 2025 May 29, 2025	BUY	$25.81 - $28.52 $29,552 - $32,655	1,145 Added 1.13%	102,653 $2.83 Billion
Q4 2024 May 29, 2025	BUY	$26.63 - $30.23 $317,962 - $360,946	11,940 Added 13.33%	101,508 $2.7 Billion
Q3 2024 May 29, 2025	BUY	$25.45 - $29.53 $24,152 - $28,023	949 Added 1.07%	89,568 $2.61 Billion
Q2 2024 May 29, 2025	SELL	$24.67 - $27.2 $23,411 - $25,812	-949 Reduced 1.06%	88,619 $2.35 Billion
Q1 2024 May 29, 2025	SELL	$23.47 - $25.45 $5,022 - $5,446	-214 Reduced 0.24%	89,568 $2.61 Billion
Q4 2023 May 29, 2025	BUY	$23.04 - $24.89 $2.07 Million - $2.23 Million	89,782 New	89,782 $2.23 Billion

Others Institutions Holding SCHE

# of Institutions

872

Shares Held

151M

Call Options Held

27.8K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Plum Street Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History