Emergent Wealth Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History

Emergent Wealth Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Oct 30, 2025	SELL	$18.94 - $21.67 $180,460 - $206,471	-9,528 Closed	0 $0
Q1 2025 Oct 30, 2025	SELL	$20.2 - $22.24 $3,636 - $4,003	-180 Reduced 1.85%	9,528 $205 Million
Q4 2024 Oct 30, 2025	BUY	$20.55 - $23.26 $199,499 - $225,808	9,708 New	9,708 $204 Million
Q3 2024 Dec 15, 2025	SELL	$19.78 - $23.53 $16,595 - $19,741	-839 Reduced 8.3%	9,267 $215 Million
Q2 2024 Dec 15, 2025	BUY	$18.53 - $20.2 $187,264 - $204,141	10,106 New	10,106 $202 Million

Q1 2024 Dec 17, 2025	BUY	$19.39 - $20.93 $194,307 - $209,739	10,021 New	10,021 $203 Million

601

182M

24.3K

21.4K

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