Up Strategic Wealth Investment Advisors LLC Schwab Strategic Tr Us Emergin Transaction History

Up Strategic Wealth Investment Advisors LLC

  • $133 Billion
  • Q3 2025

A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 76,300 shares of SCHE stock, worth $2.58 Million. This represents 1.92% of its overall portfolio holdings.

Number of Shares
76,300
Previous 75,786 0.68%
Holding current value
$2.58 Million
Previous $2.28 Billion 11.87%
% of portfolio
1.92%
Previous 1.78%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 19, 2025
BUY
$30.13 - $33.37 $15,486 - $17,152
514 Added 0.68%
76,300 $2.56 Billion
Q2 2025

Aug 12, 2025
BUY
$24.38 - $30.18 $166,344 - $205,918
6,823 Added 9.89%
75,786 $2.28 Billion
Q1 2025

May 15, 2025
BUY
$25.81 - $28.52 $1.78 Million - $1.97 Million
68,963 New
68,963 $1.9 Billion

Others Institutions Holding SCHE

# of Institutions
894
Shares Held
156M
Call Options Held
18.3K
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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