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

Emergent Wealth Advisors, LLC

$178 Billion
Q4 2025

A detailed history of Emergent Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Emergent Wealth Advisors, LLC holds 66,088 shares of SCHX stock, worth $1.75 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares

66,088

Previous 66,002 0.13%

Holding current value

$1.75 Million

Previous $1.74 Billion 2.3%

% of portfolio

1.0%

Previous 1.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	$25.85 - $27.19 $2,223 - $2,338	86 Added 0.13%	66,088 $1.78 Billion
Q3 2025 Oct 30, 2025	SELL	$24.46 - $26.5 $5,283 - $5,724	-216 Reduced 0.33%	66,002 $1.74 Billion
Q2 2025 Oct 30, 2025	SELL	$19.6 - $24.44 $51,391 - $64,081	-2,622 Reduced 3.81%	66,218 $1.62 Billion
Q1 2025 Oct 30, 2025	SELL	$21.75 - $24.28 $68,012 - $75,923	-3,127 Reduced 4.35%	68,840 $1.52 Billion
Q4 2024 Oct 30, 2025	BUY	$22.4 - $68.28 $1.61 Million - $4.91 Million	71,967 New	71,967 $1.67 Billion

Q3 2024 Dec 15, 2025	SELL	$61.11 - $67.85 $53,104 - $58,961	-869 Reduced 3.68%	22,750 $1.54 Billion
Q2 2024 Dec 15, 2025	BUY	$58.7 - $64.78 $475,880 - $525,171	8,107 Added 52.26%	23,619 $1.52 Billion
Q1 2024 Dec 17, 2025	SELL	$55.41 - $62.08 $2.36 Million - $2.64 Million	-42,523 Reduced 64.43%	23,479 $1.46 Billion
Q4 2023 Dec 15, 2025	SELL	$48.47 - $56.6 $2.45 Million - $2.86 Million	-50,490 Reduced 76.5%	15,512 $875 Million

Others Institutions Holding SCHX

# of Institutions

1,634

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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Emergent Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History