Goldstone Financial Group, LLC Schwab Strategic Tr Us Emergin Transaction History

Goldstone Financial Group, LLC

$845 Billion
Q3 2025

A detailed history of Goldstone Financial Group, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 61,204 shares of SCHE stock, worth $2.07 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

61,204

Previous 45,818 33.58%

Holding current value

$2.07 Million

Previous $1.4 Billion 46.29%

% of portfolio

0.24%

Previous 0.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$30.13 - $33.37 $463,580 - $513,430	15,386 Added 33.58%	61,204 $2.04 Billion
Q2 2025 Jul 08, 2025	BUY	$24.38 - $30.18 $169,465 - $209,781	6,951 Added 17.88%	45,818 $1.4 Billion
Q1 2025 Apr 16, 2025	BUY	$25.81 - $28.52 $397,577 - $439,322	15,404 Added 65.65%	38,867 $1.07 Billion
Q4 2024 Jan 14, 2025	BUY	$26.63 - $30.23 $381,208 - $432,742	14,315 Added 156.48%	23,463 $625 Million
Q3 2024 Oct 28, 2024	BUY	$25.45 - $29.53 $232,816 - $270,140	9,148 New	9,148 $267 Million

Q2 2024 Jan 15, 2025	SELL	$24.67 - $27.2 $349,277 - $385,097	-14,158 Reduced 60.34%	9,305 $247 Million

Others Institutions Holding SCHE

# of Institutions

893

Shares Held

156M

Call Options Held

18.3K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Goldstone Financial Group, LLC Schwab Strategic Tr Us Emergin Transaction History