Sax Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 12,234 shares of SCHE stock, worth $413,631. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,234
Previous 12,259 0.2%
Holding current value
$413,631
Previous $409,000 0.98%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 12, 2026
SELL
$32.35 - $34.37 $808 - $859
-25 Reduced 0.2%
12,234 $413,000
Q3 2025

Oct 20, 2025
BUY
$30.13 - $33.37 $753 - $834
25 Added 0.2%
12,259 $409,000
Q1 2025

May 14, 2025
BUY
$25.81 - $28.52 $315,759 - $348,913
12,234 New
12,234 $337,000

Others Institutions Holding SCHE

# of Institutions
892
Shares Held
157M
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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