Sterling Investment Management, LLC Schwab Strategic Tr Us Emergin Transaction History

Sterling Investment Management, LLC

$139 Million
Q2 2025

A detailed history of Sterling Investment Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Sterling Investment Management, LLC holds 9,395 shares of SCHE stock, worth $303,928. This represents 0.2% of its overall portfolio holdings.

Number of Shares

9,395

Previous 9,561 1.74%

Holding current value

$303,928

Previous $263,000 7.6%

% of portfolio

0.2%

Previous 0.19%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$24.38 - $30.18 $4,047 - $5,009	-166 Reduced 1.74%	9,395 $283,000
Q1 2025 Apr 15, 2025	SELL	$25.81 - $28.52 $2,168 - $2,395	-84 Reduced 0.87%	9,561 $263,000
Q4 2024 Jan 17, 2025	SELL	$26.63 - $30.23 $261,506 - $296,858	-9,820 Reduced 50.45%	9,645 $256,000
Q3 2024 Oct 18, 2024	BUY	$25.45 - $29.53 $8,322 - $9,656	327 Added 1.71%	19,465 $567,000
Q2 2024 Jul 26, 2024	BUY	$24.67 - $27.2 $2,541 - $2,801	103 Added 0.54%	19,138 $508,000
Q1 2024 Apr 22, 2024	BUY	$23.47 - $25.45 $7,416 - $8,042	316 Added 1.69%	19,035 $480,000
Q4 2023 Jan 17, 2024	BUY	$23.04 - $24.89 $431,285 - $465,915	18,719 New	18,719 $464,000

Others Institutions Holding SCHE

# of Institutions

868

Shares Held

151M

Call Options Held

27.8K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
Sector ETFs
Industry ETFs

More about SCHE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sterling Investment Management, LLC with notifications on news.

Account

Sterling Investment Management, LLC Schwab Strategic Tr Us Emergin Transaction History