Walkner Condon Financial Advisors LLC Schwab Strategic Tr Us Emergin Transaction History

Walkner Condon Financial Advisors LLC

$529 Million
Q2 2025

A detailed history of Walkner Condon Financial Advisors LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 67,935 shares of SCHE stock, worth $2.3 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

67,935

Previous 60,660 11.99%

Holding current value

$2.3 Million

Previous $1.67 Million 22.43%

% of portfolio

0.39%

Previous 0.35%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$24.38 - $30.18 $177,364 - $219,559	7,275 Added 11.99%	67,935 $2.05 Million
Q1 2025 Apr 22, 2025	BUY	$25.81 - $28.52 $26,093 - $28,833	1,011 Added 1.69%	60,660 $1.67 Million
Q4 2024 Jan 29, 2025	BUY	$26.63 - $30.23 $16,324 - $18,530	613 Added 1.04%	59,649 $1.59 Million
Q3 2024 Oct 31, 2024	BUY	$25.45 - $29.53 $33,263 - $38,595	1,307 Added 2.26%	59,036 $1.72 Million
Q2 2024 Jul 26, 2024	BUY	$24.67 - $27.2 $63,352 - $69,849	2,568 Added 4.66%	57,729 $1.53 Million
Q1 2024 Apr 22, 2024	BUY	$23.47 - $25.45 $165,698 - $179,677	7,060 Added 14.68%	55,161 $1.39 Million
Q4 2023 Jan 23, 2024	BUY	$23.04 - $24.89 $247,887 - $267,791	10,759 Added 28.81%	48,101 $1.19 Million
Q3 2023 Oct 19, 2023	BUY	$23.83 - $26.11 $370,818 - $406,297	15,561 Added 71.44%	37,342 $893,000
Q2 2023 Jul 21, 2023	SELL	$23.66 - $25.54 $3,525 - $3,805	-149 Reduced 0.68%	21,781 $536,000
Q1 2023 Apr 20, 2023	BUY	$23.32 - $26.39 $41,299 - $46,736	1,771 Added 8.79%	21,930 $537,000
Q4 2022 Jan 25, 2023	SELL	$21.59 - $24.95 $1,381 - $1,596	-64 Reduced 0.32%	20,159 $0
Q3 2022 Oct 28, 2022	BUY	$22.4 - $25.83 $40,185 - $46,339	1,794 Added 9.73%	20,223 $453,000
Q2 2022 Aug 04, 2022	BUY	$24.51 - $28.87 $710 - $837	29 Added 0.16%	18,429 $468,000
Q1 2022 May 03, 2022	SELL	$25.61 - $30.82 $52,449 - $63,119	-2,048 Reduced 10.02%	18,400 $511 Million
Q4 2021 Feb 11, 2022	SELL	$28.68 - $31.96 $14,684 - $16,363	-512 Reduced 2.44%	20,448 $0
Q3 2021 Nov 04, 2021	SELL	$29.81 - $32.7 $51,452 - $56,440	-1,726 Reduced 7.61%	20,960 $638,000
Q2 2021 Aug 10, 2021	BUY	$31.06 - $33.61 $39,849 - $43,121	1,283 Added 5.99%	22,686 $747,000
Q1 2021 Apr 13, 2021	BUY	$30.78 - $34.63 $86,891 - $97,760	2,823 Added 15.19%	21,403 $680,000
Q4 2020 Jan 12, 2021	BUY	$26.72 - $30.68 $40,507 - $46,510	1,516 Added 8.88%	18,580 $569,000
Q3 2020 Nov 10, 2020	BUY	$24.69 - $27.71 $421,310 - $472,843	17,064 New	17,064 $457,000

Others Institutions Holding SCHE

# of Institutions

866

Shares Held

151M

Call Options Held

27.8K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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Walkner Condon Financial Advisors LLC Schwab Strategic Tr Us Emergin Transaction History