Holistic Financial Partners Schwab Strategic Tr Us Emergin Transaction History

Holistic Financial Partners

  • $262 Million
  • Q4 2025

A detailed history of Holistic Financial Partners transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Holistic Financial Partners holds 81,539 shares of SCHE stock, worth $2.76 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
81,539
Previous 76,486 6.61%
Holding current value
$2.76 Million
Previous $2.55 Million 7.99%
% of portfolio
1.05%
Previous 1.08%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$32.35 - $34.37 $163,464 - $173,671
5,053 Added 6.61%
81,539 $2.76 Million
Q3 2025

Nov 07, 2025
SELL
$30.13 - $33.37 $79,151 - $87,662
-2,627 Reduced 3.32%
76,486 $2.55 Million
Q2 2025

Aug 05, 2025
SELL
$24.38 - $30.18 $2.62 Million - $3.24 Million
-107,390 Reduced 57.58%
79,113 $2.38 Million
Q1 2025

May 06, 2025
SELL
$25.81 - $28.52 $884,844 - $977,751
-34,283 Reduced 15.53%
186,503 $5.14 Million
Q4 2024

Feb 04, 2025
SELL
$26.63 - $30.23 $650,570 - $738,518
-24,430 Reduced 9.96%
220,786 $5.88 Million
Q3 2024

Nov 07, 2024
BUY
$25.45 - $29.53 $67,391 - $78,195
2,648 Added 1.09%
245,216 $7.16 Million
Q2 2024

Jul 30, 2024
SELL
$24.67 - $27.2 $316,836 - $349,329
-12,843 Reduced 5.03%
242,568 $6.44 Million
Q1 2024

May 08, 2024
BUY
$23.47 - $25.45 $35,862 - $38,887
1,528 Added 0.6%
255,411 $6.45 Million
Q4 2023

Feb 12, 2024
SELL
$23.04 - $24.89 $104,855 - $113,274
-4,551 Reduced 1.76%
253,883 $6.29 Million
Q3 2023

Nov 08, 2023
SELL
$23.83 - $26.11 $405,753 - $444,574
-17,027 Reduced 6.18%
258,434 $6.19 Million
Q2 2023

Aug 09, 2023
SELL
$23.66 - $25.54 $129,798 - $140,112
-5,486 Reduced 1.95%
275,461 $6.78 Million
Q1 2023

May 04, 2023
SELL
$23.32 - $26.39 $3.24 Million - $3.67 Million
-139,125 Reduced 33.12%
280,947 $6.89 Million
Q4 2022

Feb 07, 2023
BUY
$21.59 - $24.95 $163,565 - $189,021
7,576 Added 1.84%
420,072 $9.94 Million
Q3 2022

Nov 09, 2022
SELL
$22.4 - $25.83 $32,390 - $37,350
-1,446 Reduced 0.35%
412,496 $9.24 Million
Q2 2022

Aug 02, 2022
SELL
$24.51 - $28.87 $858,242 - $1.01 Million
-35,016 Reduced 7.8%
413,942 $10.5 Million
Q1 2022

May 13, 2022
SELL
$25.61 - $30.82 $1.58 Million - $1.9 Million
-61,642 Reduced 12.07%
448,958 $12.5 Million
Q4 2021

Feb 11, 2022
SELL
$28.68 - $31.96 $4.62 Million - $5.15 Million
-161,081 Reduced 23.98%
510,600 $15.1 Million
Q3 2021

Nov 12, 2021
BUY
$29.81 - $32.7 $1.01 Million - $1.1 Million
33,791 Added 5.3%
671,681 $20.5 Million
Q2 2021

Aug 13, 2021
BUY
$31.06 - $33.61 $387,162 - $418,948
12,465 Added 1.99%
637,890 $21 Million
Q1 2021

May 11, 2021
SELL
$30.78 - $34.63 $1.12 Million - $1.26 Million
-36,245 Reduced 5.48%
625,425 $19.9 Million
Q4 2020

Feb 10, 2021
BUY
$26.72 - $30.68 $69,792 - $80,136
2,612 Added 0.4%
661,670 $20.3 Million
Q3 2020

Nov 13, 2020
BUY
$24.69 - $27.71 $346,030 - $388,355
14,015 Added 2.17%
659,058 $17.7 Million
Q2 2020

Aug 13, 2020
BUY
$19.87 - $25.05 $1.12 Million - $1.41 Million
56,247 Added 9.55%
645,043 $15.7 Million
Q1 2020

May 05, 2020
SELL
$18.68 - $28.22 $896,004 - $1.35 Million
-47,966 Reduced 7.53%
588,796 $12.2 Million
Q4 2019

Feb 06, 2020
BUY
$24.83 - $27.51 $902,098 - $999,465
36,331 Added 6.05%
636,762 $17.4 Million
Q3 2019

Nov 07, 2019
BUY
$25.08 - $25.94 $4.4 Million - $4.55 Million
175,467 Added 41.29%
600,431 $15.1 Million
Q2 2019

Aug 07, 2019
BUY
N/A
20,612 Added 5.1%
424,964 $11.2 Million
Q1 2019

May 07, 2019
BUY
N/A
40,174 Added 11.03%
404,352 $10.5 Million
Q4 2018

Feb 11, 2019
BUY
N/A
46,128 Added 14.5%
364,178 $8.57 Million
Q3 2018

Nov 05, 2018
BUY
N/A
83,996 Added 35.89%
318,050 $8.18 Million
Q2 2018

Aug 14, 2018
BUY
N/A
37,659 Added 19.18%
234,054 $6.06 Million
Q1 2018

May 14, 2018
BUY
N/A
39,518 Added 25.19%
196,395 $5.64 Million
Q4 2017

Feb 09, 2018
BUY
N/A
156,877
156,877 $4.38 Million

Others Institutions Holding SCHE

# of Institutions
892
Shares Held
156M
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 Holistic Financial Partners Portfolio

Follow Holistic Financial Partners 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 Holistic Financial Partners, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Financial Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email