A detailed history of United Advisor Group, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, United Advisor Group, LLC holds 14,716 shares of SCHE stock, worth $497,547. This represents 0.07% of its overall portfolio holdings.

Number of Shares
14,716
Previous 10,520 39.89%
Holding current value
$497,547
Previous $351,000 41.6%
% of portfolio
0.07%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026

BUY
$32.35 - $34.37 $135,740 - $144,216
4,196 Added 39.89%
14,716 $497,000
Q3 2025

Nov 12, 2025

BUY
$30.13 - $33.37 $98,404 - $108,986
3,266 Added 45.02%
10,520 $351,000
Q2 2025

Aug 11, 2025

BUY
$24.38 - $30.18 $176,852 - $218,925
7,254 New
7,254 $218,000

Others Institutions Holding SCHE

About SCHWAB STRATEGIC TR US EMERGIN


  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
Track This Portfolio

Track United Advisor Group, LLC Portfolio

Follow United Advisor Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.