Modern Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Modern Wealth Management, LLC holds 16,494 shares of SCHE stock, worth $557,662. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,494
Previous 17,699 6.81%
Holding current value
$557,662
Previous $533,000 103163.23%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 12, 2025
SELL
$30.13 - $33.37 $36,306 - $40,210
-1,205 Reduced 6.81%
16,494 $550 Million
Q2 2025

Aug 14, 2025
BUY
$24.38 - $30.18 $30,182 - $37,362
1,238 Added 7.52%
17,699 $533,000
Q1 2025

May 30, 2025
BUY
$25.81 - $28.52 $24,080 - $26,609
933 Added 6.01%
16,461 $453,000
Q1 2025

May 15, 2025
BUY
$25.81 - $28.52 $400,777 - $442,858
15,528 New
15,528 $428 Million

Others Institutions Holding SCHE

# of Institutions
896
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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