Phillips Financial Management, LLC Schwab Strategic Tr Us Emergin Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Phillips Financial Management, LLC holds 1,558 shares of SCHE stock, worth $52,675. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,558
Previous 1,558 -0.0%
Holding current value
$52,675
Previous $46,000 10.87%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
$23.47 - $25.45 $2,910 - $3,155
-124 Reduced 7.37%
1,558 $39,000
Q4 2023

Jan 25, 2024
BUY
$23.04 - $24.89 $2,856 - $3,086
124 Added 7.96%
1,682 $41,000
Q3 2022

Nov 08, 2022
BUY
$22.4 - $25.83 $34,899 - $40,243
1,558 New
1,558 $35,000

Others Institutions Holding SCHE

# of Institutions
893
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
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