J.W. Cole Advisors, Inc. Schwab Strategic Tr Us Emergin Transaction History

J.W. Cole Advisors, Inc.

$5.04 Billion
Q3 2025

A detailed history of J.W. Cole Advisors, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 10,382 shares of SCHE stock, worth $351,015. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,382

Previous 9,720 6.81%

Holding current value

$351,015

Previous $292,000 18.49%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$30.13 - $33.37 $19,946 - $22,090	662 Added 6.81%	10,382 $346,000
Q2 2025 Aug 12, 2025	BUY	$24.38 - $30.18 $49,979 - $61,869	2,050 Added 26.73%	9,720 $292,000
Q1 2025 May 05, 2025	SELL	$25.81 - $28.52 $62,021 - $68,533	-2,403 Reduced 23.86%	7,670 $211,000
Q4 2024 Jan 30, 2025	BUY	$26.63 - $30.23 $45,457 - $51,602	1,707 Added 20.4%	10,073 $268,000
Q3 2024 Oct 24, 2024	BUY	$25.45 - $29.53 $212,914 - $247,047	8,366 New	8,366 $244,000

Q1 2022 May 16, 2022	BUY	$25.61 - $30.82 $903,469 - $1.09 Million	35,278 New	35,278 $1,000
Q4 2021 Jan 25, 2022	SELL	$28.68 - $31.96 $4.03 Million - $4.49 Million	-140,426 Closed	0 $0
Q3 2021 Oct 26, 2021	BUY	$29.81 - $32.7 $4.19 Million - $4.59 Million	140,426 New	140,426 $9.71 Million

Others Institutions Holding SCHE

# of Institutions

893

Shares Held

156M

Call Options Held

18.3K

Put Options Held

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About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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J.W. Cole Advisors, Inc. Schwab Strategic Tr Us Emergin Transaction History