All Square Wealth Management LLC Schwab Strategic Tr Us Emergin Transaction History

All Square Wealth Management LLC

  • $186 Million
  • Q3 2025

A detailed history of All Square Wealth Management LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, All Square Wealth Management LLC holds 83,244 shares of SCHE stock, worth $2.81 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
83,244
Previous 82,701 0.66%
Holding current value
$2.81 Million
Previous $2.49 Million 11.44%
% of portfolio
1.49%
Previous 1.42%

Shares

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

Jan 12, 2026
BUY
$30.13 - $33.37 $16,360 - $18,119
543 Added 0.66%
83,244 $2.78 Million
Q2 2025

Aug 14, 2025
SELL
$24.38 - $30.18 $17,066 - $21,126
-700 Reduced 0.84%
82,701 $2.49 Million
Q1 2025

May 06, 2025
SELL
$25.81 - $28.52 $121,126 - $133,844
-4,693 Reduced 5.33%
83,401 $2.3 Million
Q4 2024

Feb 11, 2025
BUY
$26.63 - $30.23 $2,449 - $2,781
92 Added 0.1%
88,094 $2.35 Million
Q3 2024

Nov 13, 2024
BUY
$25.45 - $29.53 $95,157 - $110,412
3,739 Added 4.44%
88,002 $2.57 Million
Q2 2024

Aug 12, 2024
BUY
$24.67 - $27.2 $7,894 - $8,704
320 Added 0.38%
84,263 $2.24 Million
Q1 2024

May 07, 2024
SELL
$23.47 - $25.45 $22,061 - $23,923
-940 Reduced 1.11%
83,943 $2.12 Million
Q4 2023

Feb 14, 2024
SELL
$23.04 - $24.89 $32,256 - $34,846
-1,400 Reduced 1.62%
84,883 $2.1 Million
Q3 2023

Nov 27, 2023
SELL
$23.83 - $26.11 $116,528 - $127,677
-4,890 Reduced 5.36%
86,283 $2.07 Million
Q2 2023

Aug 08, 2023
BUY
$23.66 - $25.54 $14,077 - $15,196
595 Added 0.66%
91,173 $2.25 Million
Q1 2023

May 02, 2023
BUY
$23.32 - $26.39 $839 - $950
36 Added 0.04%
90,578 $2.22 Million
Q4 2022

Feb 14, 2023
SELL
$21.59 - $24.95 $6,390 - $7,385
-296 Reduced 0.33%
90,542 $2.14 Million
Q3 2022

Nov 01, 2022
BUY
$22.4 - $25.83 $44,374 - $51,169
1,981 Added 2.23%
90,838 $2.04 Million
Q2 2022

Aug 16, 2022
BUY
$24.51 - $28.87 $36,765 - $43,305
1,500 Added 1.72%
88,857 $2.26 Million
Q1 2022

May 04, 2022
SELL
$25.61 - $30.82 $126,769 - $152,559
-4,950 Reduced 5.36%
87,357 $2.43 Million
Q4 2021

Feb 08, 2022
SELL
$28.68 - $31.96 $65,964 - $73,508
-2,300 Reduced 2.43%
92,307 $2.73 Million
Q3 2021

Nov 12, 2021
SELL
$29.81 - $32.7 $61,229 - $67,165
-2,054 Reduced 2.12%
94,607 $2.88 Million
Q2 2021

Aug 13, 2021
BUY
$31.06 - $33.61 $42,303 - $45,776
1,362 Added 1.43%
96,661 $3.18 Million
Q1 2021

May 11, 2021
SELL
$30.78 - $34.63 $6,032 - $6,787
-196 Reduced 0.21%
95,299 $3.03 Million
Q4 2020

Feb 09, 2021
SELL
$26.72 - $30.68 $11,516 - $13,223
-431 Reduced 0.45%
95,495 $2.93 Million
Q3 2020

Nov 16, 2020
SELL
$24.69 - $27.71 $92,217 - $103,496
-3,735 Reduced 3.75%
95,926 $2.57 Million
Q2 2020

Aug 11, 2020
BUY
$19.87 - $25.05 $527,409 - $664,902
26,543 Added 36.3%
99,661 $2.43 Million
Q1 2020

May 12, 2020
SELL
$18.68 - $28.22 $49,128 - $74,218
-2,630 Reduced 3.47%
73,118 $1.51 Million
Q4 2019

Feb 04, 2020
SELL
$24.83 - $27.51 $108,109 - $119,778
-4,354 Reduced 5.44%
75,748 $2.07 Million
Q3 2019

Nov 06, 2019
BUY
$25.08 - $25.94 $71,829 - $74,292
2,864 Added 3.71%
80,102 $2.01 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-1,053 Reduced 1.34%
77,238 $2.03 Million
Q1 2019

May 07, 2019
BUY
N/A
1,217 Added 1.58%
78,291 $2.04 Million
Q4 2018

Feb 13, 2019
BUY
N/A
618 Added 0.81%
77,074 $1.81 Million
Q3 2018

Nov 02, 2018
BUY
N/A
3,040 Added 4.14%
76,456 $1.97 Million
Q2 2018

Aug 14, 2018
BUY
N/A
1,898 Added 2.65%
73,416 $1.9 Million
Q1 2018

May 11, 2018
BUY
N/A
2,708 Added 3.94%
71,518 $2.05 Million
Q4 2017

Feb 13, 2018
BUY
N/A
3,673 Added 5.64%
68,810 $1.92 Million
Q3 2017

Nov 06, 2017
BUY
N/A
65,137
65,137 $1.75 Million

Others Institutions Holding SCHE

# of Institutions
895
Shares Held
157M
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
Track This Portfolio

Track All Square Wealth Management LLC Portfolio

Follow All Square Wealth Management 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 All Square Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on All Square Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email