United Capital Financial Advisers, LLC Schwab Strategic Tr Us Emergin Transaction History

United Capital Financial Advisers, LLC

  • $12.1 Billion
  • Q2 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 112,811 shares of SCHE stock, worth $3.5 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
112,811
Previous 126,156 10.58%
Holding current value
$3.5 Million
Previous $3.48 Million 2.24%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Aug 11, 2025
SELL
$24.38 - $30.18 $325,351 - $402,752
-13,345 Reduced 10.58%
112,811 $3.4 Million
Q1 2025

May 13, 2025
BUY
$25.81 - $28.52 $58,459 - $64,597
2,265 Added 1.83%
126,156 $3.48 Million
Q4 2024

Feb 13, 2025
SELL
$26.63 - $30.23 $93,391 - $106,016
-3,507 Reduced 2.75%
123,891 $3.3 Million
Q3 2024

Nov 12, 2024
SELL
$25.45 - $29.53 $239,000 - $277,316
-9,391 Reduced 6.87%
127,398 $3.72 Million
Q2 2024

Aug 14, 2024
SELL
$24.67 - $27.2 $454,742 - $501,377
-18,433 Reduced 11.88%
136,789 $3.63 Million
Q1 2024

May 15, 2024
SELL
$23.47 - $25.45 $145,866 - $158,171
-6,215 Reduced 3.85%
155,222 $3.92 Million
Q4 2023

Feb 14, 2024
SELL
$23.04 - $24.89 $693,204 - $748,865
-30,087 Reduced 15.71%
161,437 $4 Million
Q3 2023

Nov 14, 2023
SELL
$23.83 - $26.11 $129,063 - $141,411
-5,416 Reduced 2.75%
191,524 $4.59 Million
Q2 2023

Aug 14, 2023
SELL
$23.66 - $25.54 $706,605 - $762,752
-29,865 Reduced 13.17%
196,940 $4.85 Million
Q1 2023

Aug 14, 2023
BUY
$23.32 - $26.39 $696,451 - $788,137
29,865 Added 15.16%
226,805 $5.56 Million
Q1 2023

May 15, 2023
SELL
$23.32 - $26.39 $213,727 - $241,864
-9,165 Reduced 3.88%
226,805 $5.56 Million
Q4 2022

Feb 14, 2023
SELL
$21.59 - $24.95 $2.33 Million - $2.69 Million
-107,774 Reduced 31.35%
235,970 $5.59 Million
Q3 2022

Nov 14, 2022
SELL
$22.4 - $25.83 $5.63 Million - $6.49 Million
-251,129 Reduced 42.22%
343,744 $7.7 Million
Q2 2022

Aug 11, 2022
SELL
$24.51 - $28.87 $1.08 Million - $1.27 Million
-44,029 Reduced 6.89%
594,873 $15.1 Million
Q1 2022

May 16, 2022
SELL
$25.61 - $30.82 $2.35 Million - $2.83 Million
-91,922 Reduced 12.58%
638,902 $17.7 Million
Q4 2021

Feb 14, 2022
SELL
$28.68 - $31.96 $4.68 Million - $5.22 Million
-163,312 Reduced 18.26%
730,824 $21.6 Million
Q3 2021

Nov 15, 2021
SELL
$29.81 - $32.7 $3.31 Million - $3.63 Million
-110,976 Reduced 11.04%
894,136 $27.3 Million
Q2 2021

Aug 13, 2021
SELL
$31.06 - $33.61 $4.37 Million - $4.73 Million
-140,717 Reduced 12.28%
1,005,112 $33 Million
Q1 2021

May 14, 2021
SELL
$30.78 - $34.63 $4.31 Million - $4.85 Million
-139,934 Reduced 10.88%
1,145,829 $36.4 Million
Q4 2020

Feb 17, 2021
SELL
$26.72 - $30.68 $2.08 Million - $2.38 Million
-77,734 Reduced 5.7%
1,285,763 $39.4 Million
Q3 2020

Nov 13, 2020
SELL
$24.69 - $27.71 $3.74 Million - $4.2 Million
-151,545 Reduced 10.0%
1,363,497 $36.5 Million
Q2 2020

Aug 13, 2020
SELL
$19.87 - $25.05 $2.95 Million - $3.71 Million
-148,257 Reduced 8.91%
1,515,042 $36.9 Million
Q1 2020

May 15, 2020
BUY
$18.68 - $28.22 $840,170 - $1.27 Million
44,977 Added 2.78%
1,663,299 $34.4 Million
Q4 2019

Feb 14, 2020
BUY
$24.83 - $27.51 $1.95 Million - $2.16 Million
78,408 Added 5.09%
1,618,322 $44.3 Million
Q3 2019

Nov 14, 2019
BUY
$25.08 - $25.94 $2.17 Million - $2.24 Million
86,393 Added 5.94%
1,539,914 $38.7 Million
Q2 2019

Aug 13, 2019
BUY
N/A
123,408 Added 9.28%
1,453,521 $38.1 Million
Q1 2019

May 14, 2019
BUY
N/A
142,145 Added 11.97%
1,330,113 $34.6 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-111,863 Reduced 8.61%
1,187,968 $28 Million
Q3 2018

Nov 14, 2018
BUY
N/A
112,383 Added 9.46%
1,299,831 $33.4 Million
Q2 2018

Aug 14, 2018
BUY
N/A
119,076 Added 11.15%
1,187,448 $30.7 Million
Q1 2018

May 15, 2018
BUY
N/A
942,402 Added 748.12%
1,068,372 $30.7 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-324 Reduced 0.26%
125,970 $3.52 Million
Q3 2017

Nov 14, 2017
BUY
N/A
51,441 Added 68.72%
126,294 $3.4 Million
Q2 2017

Aug 14, 2017
BUY
N/A
74,853
74,853 $1.86 Million

Others Institutions Holding SCHE

# of Institutions
861
Shares Held
153M
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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