Elser Financial Planning, Inc Schwab Strategic Tr Us Emergin Transaction History

Elser Financial Planning, Inc

$138 Billion
Q4 2025

A detailed history of Elser Financial Planning, Inc transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Elser Financial Planning, Inc holds 19,374 shares of SCHE stock, worth $655,034. This represents 0.46% of its overall portfolio holdings.

Number of Shares

19,374

Previous 19,523 0.76%

Holding current value

$655,034

Previous $657 Million 3.44%

% of portfolio

0.46%

Previous 0.79%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	SELL	$32.35 - $34.37 $4,820 - $5,121	-149 Reduced 0.76%	19,374 $634 Million
Q3 2025 Oct 24, 2025	SELL	$30.13 - $33.37 $261,136 - $289,217	-8,667 Reduced 30.74%	19,523 $657 Million
Q2 2025 Jul 21, 2025	BUY	$24.38 - $30.18 $227,538 - $281,669	9,333 Added 49.49%	28,190 $850 Million
Q2 2025 Jul 17, 2025	SELL	$24.38 - $30.18 $245,335 - $303,701	-10,063 Reduced 34.8%	18,857 $574 Million
Q1 2025 Apr 21, 2025	SELL	$25.81 - $28.52 $12,879 - $14,231	-499 Reduced 1.7%	28,920 $797 Million

Q4 2024 Jan 28, 2025	SELL	$26.63 - $30.23 $37,415 - $42,473	-1,405 Reduced 4.56%	29,419 $783 Million
Q3 2024 Oct 17, 2024	BUY	$25.45 - $29.53 $43,824 - $50,850	1,722 Added 5.92%	30,824 $899 Million
Q2 2024 Jul 22, 2024	BUY	$24.67 - $27.2 $717,946 - $791,574	29,102 New	29,102 $773 Million

Others Institutions Holding SCHE

# of Institutions

897

Shares Held

159M

Call Options Held

18.3K

Put Options Held

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About SCHWAB STRATEGIC TR US EMERGIN

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Elser Financial Planning, Inc Schwab Strategic Tr Us Emergin Transaction History