Pensionmark Financial Group, LLC Schwab Strategic Tr Us Emergin Transaction History

Pensionmark Financial Group, LLC

$4.67 Billion
Q3 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 82,131 shares of SCHE stock, worth $2.78 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

82,131

Previous 81,296 1.03%

Holding current value

$2.78 Million

Previous $2.45 Million 11.84%

% of portfolio

0.06%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$30.13 - $33.37 $25,158 - $27,863	835 Added 1.03%	82,131 $2.74 Million
Q2 2025 Aug 04, 2025	BUY	$24.38 - $30.18 $513,345 - $635,470	21,056 Added 34.95%	81,296 $2.45 Million
Q1 2025 Apr 29, 2025	BUY	$25.81 - $28.52 $467,264 - $516,326	18,104 Added 42.97%	60,240 $1.66 Million
Q4 2024 Feb 12, 2025	SELL	$26.63 - $30.23 $85,455 - $97,008	-3,209 Reduced 7.08%	42,136 $1.12 Million
Q3 2024 Nov 25, 2024	SELL	$25.45 - $29.53 $25 - $29	-1 Reduced -0.0%	45,345 $1.32 Million

Q3 2024 Nov 14, 2024	BUY	$25.45 - $29.53 $94,012 - $109,083	3,694 Added 8.87%	45,346 $1.32 Million
Q2 2024 Aug 14, 2024	BUY	$24.67 - $27.2 $709,435 - $782,190	28,757 Added 223.01%	41,652 $1.11 Million
Q1 2024 May 15, 2024	SELL	$23.47 - $25.45 $34,195 - $37,080	-1,457 Reduced 10.15%	12,895 $325,000
Q4 2023 Feb 14, 2024	BUY	$23.04 - $24.89 $330,670 - $357,221	14,352 New	14,352 $355,000

Others Institutions Holding SCHE

# of Institutions

893

Shares Held

157M

Call Options Held

18.3K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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Pensionmark Financial Group, LLC Schwab Strategic Tr Us Emergin Transaction History