Sterling Investment Management, LLC Schwab Strategic Tr Us Emergin Transaction History

Sterling Investment Management, LLC

$155 Million
Q3 2025

A detailed history of Sterling Investment Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Sterling Investment Management, LLC holds 8,971 shares of SCHE stock, worth $303,309. This represents 0.19% of its overall portfolio holdings.

Number of Shares

8,971

Previous 9,395 4.51%

Holding current value

$303,309

Previous $283,000 5.65%

% of portfolio

0.19%

Previous 0.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$30.13 - $33.37 $12,775 - $14,148	-424 Reduced 4.51%	8,971 $299,000
Q2 2025 Jul 30, 2025	SELL	$24.38 - $30.18 $4,047 - $5,009	-166 Reduced 1.74%	9,395 $283,000
Q1 2025 Apr 15, 2025	SELL	$25.81 - $28.52 $2,168 - $2,395	-84 Reduced 0.87%	9,561 $263,000
Q4 2024 Jan 17, 2025	SELL	$26.63 - $30.23 $261,506 - $296,858	-9,820 Reduced 50.45%	9,645 $256,000
Q3 2024 Oct 18, 2024	BUY	$25.45 - $29.53 $8,322 - $9,656	327 Added 1.71%	19,465 $567,000

Q2 2024 Jul 26, 2024	BUY	$24.67 - $27.2 $2,541 - $2,801	103 Added 0.54%	19,138 $508,000
Q1 2024 Apr 22, 2024	BUY	$23.47 - $25.45 $7,416 - $8,042	316 Added 1.69%	19,035 $480,000
Q4 2023 Jan 17, 2024	BUY	$23.04 - $24.89 $431,285 - $465,915	18,719 New	18,719 $464,000

Others Institutions Holding SCHE

# of Institutions

894

Shares Held

156M

Call Options Held

18.3K

Put Options Held

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About SCHWAB STRATEGIC TR US EMERGIN

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Sterling Investment Management, LLC Schwab Strategic Tr Us Emergin Transaction History