Emergent Wealth Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Emergent Wealth Advisors, LLC

$173 Billion
Q3 2025

A detailed history of Emergent Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Emergent Wealth Advisors, LLC holds 9,161 shares of SCHA stock, worth $251,286. This represents 0.15% of its overall portfolio holdings.

Number of Shares

9,161

Previous 9,107 0.59%

Holding current value

$251,286

Previous $230 Million 10.93%

% of portfolio

0.15%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$25.29 - $28.33 $1,365 - $1,529	54 Added 0.59%	9,161 $256 Million
Q2 2025 Oct 30, 2025	SELL	$20.42 - $25.3 $3,736 - $4,629	-183 Reduced 1.97%	9,107 $230 Million
Q1 2025 Oct 30, 2025	BUY	$23.16 - $27.04 $5,187 - $6,056	224 Added 2.47%	9,290 $218 Million
Q4 2024 Oct 30, 2025	BUY	$25.33 - $51.16 $229,641 - $463,816	9,066 New	9,066 $234 Million
Q3 2024 Dec 15, 2025	SELL	$46.9 - $51.96 $1,641 - $1,818	-35 Reduced 0.82%	4,236 $218 Million

Q2 2024 Dec 15, 2025	SELL	$45.24 - $49.04 $221,223 - $239,805	-4,890 Reduced 53.38%	4,271 $203 Million
Q1 2024 Dec 17, 2025	SELL	$44.84 - $49.24 $220,119 - $241,719	-4,909 Reduced 53.59%	4,252 $209 Million

Others Institutions Holding SCHA

# of Institutions

1,325

Shares Held

260M

Call Options Held

104K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Emergent Wealth Advisors, LLC Schwab Strategic Tr Us Small C Transaction History