Valued Wealth Advisors LLC Schwab Strategic Tr Us Emergin Transaction History

Valued Wealth Advisors LLC

$192 Billion
Q2 2025

A detailed history of Valued Wealth Advisors LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 22,687 shares of SCHE stock, worth $703,750. This represents 0.36% of its overall portfolio holdings.

Number of Shares

22,687

Previous 16,128 40.67%

Holding current value

$703,750

Previous $445 Million 53.78%

% of portfolio

0.36%

Previous 0.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$24.38 - $30.18 $159,908 - $197,950	6,559 Added 40.67%	22,687 $684 Million
Q1 2025 May 01, 2025	BUY	$25.81 - $28.52 $18,273 - $20,192	708 Added 4.59%	16,128 $445 Million
Q4 2024 Jan 22, 2025	BUY	$26.63 - $30.23 $106,786 - $121,222	4,010 Added 35.14%	15,420 $411 Million
Q3 2024 Oct 28, 2024	SELL	$25.45 - $29.53 $305 - $354	-12 Reduced 0.11%	11,410 $333 Million
Q2 2024 Jul 16, 2024	SELL	$24.67 - $27.2 $592 - $652	-24 Reduced 0.21%	11,422 $303 Million
Q1 2024 Apr 30, 2024	SELL	$23.47 - $25.45 $375 - $407	-16 Reduced 0.14%	11,446 $289 Million
Q4 2023 Jan 05, 2024	BUY	$23.04 - $24.89 $264,084 - $285,289	11,462 New	11,462 $274 Million

Others Institutions Holding SCHE

# of Institutions

854

Shares Held

149M

Call Options Held

30.5K

Put Options Held

300

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Valued Wealth Advisors LLC Schwab Strategic Tr Us Emergin Transaction History