A detailed history of Paragon Private Wealth Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 13,673 shares of SCHE stock, worth $462,284. This represents 0.16% of its overall portfolio holdings.

Number of Shares
13,673
Previous 11,806 15.81%
Holding current value
$462,284
Previous $355,000 28.45%
% of portfolio
0.16%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025

BUY
$30.13 - $33.37 $56,252 - $62,301
1,867 Added 15.81%
13,673 $456,000
Q2 2025

Aug 14, 2025

BUY
$24.38 - $30.18 $62,217 - $77,019
2,552 Added 27.58%
11,806 $355,000
Q1 2025

May 15, 2025

BUY
$25.81 - $28.52 $238,845 - $263,924
9,254 New
9,254 $255,000

Others Institutions Holding SCHE

About SCHWAB STRATEGIC TR US EMERGIN


  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
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