Summit Financial Strategies, Inc. Schwab Strategic Tr Us Emergin Transaction History

Summit Financial Strategies, Inc.

$998 Million
Q2 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 13,860 shares of SCHE stock, worth $469,715. This represents 0.04% of its overall portfolio holdings.

Number of Shares

13,860

Previous 14,173 2.21%

Holding current value

$469,715

Previous $390,000 6.92%

% of portfolio

0.04%

Previous 0.04%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$24.38 - $30.18 $7,630 - $9,446	-313 Reduced 2.21%	13,860 $417,000
Q1 2025 May 12, 2025	SELL	$25.81 - $28.52 $2,400 - $2,652	-93 Reduced 0.65%	14,173 $390,000
Q4 2024 Jan 22, 2025	SELL	$26.63 - $30.23 $932 - $1,058	-35 Reduced 0.24%	14,266 $379,000
Q3 2024 Oct 16, 2024	SELL	$25.45 - $29.53 $18,833 - $21,852	-740 Reduced 4.92%	14,301 $417,000
Q2 2024 Jul 19, 2024	SELL	$24.67 - $27.2 $1,578 - $1,740	-64 Reduced 0.42%	15,041 $399,000
Q1 2024 May 09, 2024	BUY	$23.47 - $25.45 $6,383 - $6,922	272 Added 1.83%	15,105 $381,000
Q4 2023 Feb 13, 2024	SELL	$23.04 - $24.89 $3,363 - $3,633	-146 Reduced 0.97%	14,833 $367,000
Q3 2023 Oct 24, 2023	SELL	$23.83 - $26.11 $17,181 - $18,825	-721 Reduced 4.59%	14,979 $358,000
Q2 2023 Jul 21, 2023	BUY	$23.66 - $25.54 $2,578 - $2,783	109 Added 0.7%	15,700 $386,000
Q1 2023 Apr 21, 2023	SELL	$23.32 - $26.39 $37,661 - $42,619	-1,615 Reduced 9.39%	15,591 $382,000
Q4 2022 Jan 20, 2023	BUY	$21.59 - $24.95 $38,926 - $44,984	1,803 Added 11.71%	17,206 $0
Q3 2022 Oct 21, 2022	SELL	$22.4 - $25.83 $24,460 - $28,206	-1,092 Reduced 6.62%	15,403 $345,000
Q2 2022 Jul 25, 2022	BUY	$24.51 - $28.87 $9,656 - $11,374	394 Added 2.45%	16,495 $419,000
Q1 2022 May 04, 2022	BUY	$25.61 - $30.82 $23,279 - $28,015	909 Added 5.98%	16,101 $447,000
Q4 2021 Feb 03, 2022	SELL	$28.68 - $31.96 $4,932 - $5,497	-172 Reduced 1.12%	15,192 $450,000
Q3 2021 Nov 10, 2021	BUY	$29.81 - $32.7 $1,132 - $1,242	38 Added 0.25%	15,364 $468,000
Q2 2021 Aug 11, 2021	BUY	$31.06 - $33.61 $116,754 - $126,339	3,759 Added 32.5%	15,326 $504,000
Q1 2021 May 11, 2021	SELL	$30.78 - $34.63 $16,528 - $18,596	-537 Reduced 4.44%	11,567 $368,000
Q4 2020 Feb 05, 2021	SELL	$26.72 - $30.68 $213 - $245	-8 Reduced 0.07%	12,104 $371,000
Q3 2020 Nov 16, 2020	SELL	$24.69 - $27.71 $395 - $443	-16 Reduced 0.13%	12,112 $324,000
Q2 2020 Jul 31, 2020	BUY	$19.87 - $25.05 $240,983 - $303,806	12,128 New	12,128 $295,000
Q1 2020 May 11, 2020	SELL	$18.68 - $28.22 $147,497 - $222,825	-7,896 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$24.83 - $27.51 $196,057 - $217,218	7,896 New	7,896 $216,000
Q3 2019 Nov 14, 2019	SELL	$25.08 - $25.94 $211,574 - $218,829	-8,436 Closed	0 $0
Q2 2019 Aug 08, 2019	BUY	N/A	65 Added 0.78%	8,436 $221,000
Q1 2019 May 14, 2019	BUY	N/A	8,371 New	8,371 $218,000
Q4 2018 Feb 06, 2019	SELL	N/A	-7,976 Closed	0 $0
Q3 2018 Nov 09, 2018	BUY	N/A	134 Added 1.71%	7,976 $205,000
Q2 2018 Aug 06, 2018	BUY	N/A	48 Added 0.62%	7,842 $203,000
Q1 2018 May 14, 2018	SELL	N/A	-205 Reduced 2.56%	7,794 $224,000
Q4 2017 Jan 29, 2018	SELL	N/A	-148 Reduced 1.82%	7,999 $223,000
Q3 2017 Nov 09, 2017	BUY	N/A	8,147	8,147 $219,000

Others Institutions Holding SCHE

# of Institutions

866

Shares Held

151M

Call Options Held

27.8K

Put Options Held

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About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Summit Financial Strategies, Inc. Schwab Strategic Tr Us Emergin Transaction History