Successful Portfolios LLC Schwab Strategic Tr Us Emergin Transaction History

Successful Portfolios LLC

  • $192 Million
  • Q4 2025

A detailed history of Successful Portfolios LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Successful Portfolios LLC holds 6,501 shares of SCHE stock, worth $219,798. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,501
Previous 6,494 0.11%
Holding current value
$219,798
Previous $216,000 1.39%
% of portfolio
0.11%
Previous 0.13%

Shares

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

Jan 22, 2026
BUY
$32.35 - $34.37 $226 - $240
7 Added 0.11%
6,501 $219,000
Q3 2025

Oct 15, 2025
BUY
$30.13 - $33.37 $195,664 - $216,704
6,494 New
6,494 $216,000
Q3 2024

Oct 09, 2024
SELL
$25.45 - $29.53 $47,718 - $55,368
-1,875 Reduced 20.53%
7,259 $211,000
Q2 2024

Jul 12, 2024
SELL
$24.67 - $27.2 $19,538 - $21,542
-792 Reduced 7.98%
9,134 $242,000
Q1 2024

Apr 17, 2024
SELL
$23.47 - $25.45 $27,295 - $29,598
-1,163 Reduced 10.49%
9,926 $250,000
Q4 2023

Jan 18, 2024
SELL
$23.04 - $24.89 $9,515 - $10,279
-413 Reduced 3.59%
11,089 $274,000
Q3 2023

Oct 10, 2023
SELL
$23.83 - $26.11 $2,907 - $3,185
-122 Reduced 1.05%
11,502 $275,000
Q2 2023

Jul 20, 2023
SELL
$23.66 - $25.54 $209,864 - $226,539
-8,870 Reduced 43.28%
11,624 $286,000
Q1 2023

Apr 21, 2023
SELL
$23.32 - $26.39 $60,188 - $68,112
-2,581 Reduced 11.19%
20,494 $502,000
Q4 2022

Jan 27, 2023
BUY
$21.59 - $24.95 $18,178 - $21,007
842 Added 3.79%
23,075 $0
Q3 2022

Oct 12, 2022
SELL
$22.4 - $25.83 $14,134 - $16,298
-631 Reduced 2.76%
22,233 $498,000
Q2 2022

Jul 22, 2022
SELL
$24.51 - $28.87 $20,759 - $24,452
-847 Reduced 3.57%
22,864 $580,000
Q1 2022

Apr 21, 2022
SELL
$25.61 - $30.82 $19,463 - $23,423
-760 Reduced 3.11%
23,711 $658,000
Q4 2021

Jan 26, 2022
SELL
$28.68 - $31.96 $13,881 - $15,468
-484 Reduced 1.94%
24,471 $725,000
Q3 2021

Oct 14, 2021
SELL
$29.81 - $32.7 $1,997 - $2,190
-67 Reduced 0.27%
24,955 $761,000
Q2 2021

Jul 23, 2021
SELL
$31.06 - $33.61 $35,004 - $37,878
-1,127 Reduced 4.31%
25,022 $823,000
Q4 2020

Feb 02, 2021
SELL
$26.72 - $30.68 $7,748 - $8,897
-290 Reduced 1.1%
26,149 $801,000
Q3 2020

Oct 13, 2020
SELL
$24.69 - $27.71 $23,060 - $25,881
-934 Reduced 3.41%
26,439 $707,000
Q2 2020

Jul 13, 2020
SELL
$19.87 - $25.05 $191,685 - $241,657
-9,647 Reduced 26.06%
27,373 $667,000
Q1 2020

Apr 23, 2020
SELL
$18.68 - $28.22 $155,156 - $234,395
-8,306 Reduced 18.33%
37,020 $766,000
Q4 2019

Jan 23, 2020
BUY
$24.83 - $27.51 $47,648 - $52,791
1,919 Added 4.42%
45,326 $1.24 Million
Q3 2019

Oct 11, 2019
BUY
$25.08 - $25.94 $194,043 - $200,697
7,737 Added 21.69%
43,407 $1.09 Million
Q2 2019

Jul 11, 2019
SELL
N/A
-625 Reduced 1.72%
35,670 $936,000
Q1 2019

Apr 22, 2019
BUY
N/A
2,177 Added 6.38%
36,295 $944,000
Q4 2018

Jan 14, 2019
BUY
N/A
1,655 Added 5.1%
34,118 $803,000
Q3 2018

Oct 15, 2018
SELL
N/A
-583 Reduced 1.76%
32,463 $835,000
Q2 2018

Jul 24, 2018
BUY
N/A
75 Added 0.23%
33,046 $856,000
Q1 2018

May 08, 2018
BUY
N/A
10,782 Added 48.59%
32,971 $946,000
Q4 2017

Feb 09, 2018
BUY
N/A
22,189
22,189 $620,000

Others Institutions Holding SCHE

# of Institutions
895
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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