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

Sunburst Financial Group, LLC

$455 Million
Q3 2025

A detailed history of Sunburst Financial Group, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Sunburst Financial Group, LLC holds 37,290 shares of SCHE stock, worth $1.26 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

37,290

Previous 39,195 4.86%

Holding current value

$1.26 Million

Previous $1.18 Million 5.33%

% of portfolio

0.27%

Previous 0.28%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$30.13 - $33.37 $57,397 - $63,569	-1,905 Reduced 4.86%	37,290 $1.24 Million
Q2 2025 Aug 05, 2025	SELL	$24.38 - $30.18 $3,827 - $4,738	-157 Reduced 0.4%	39,195 $1.18 Million
Q1 2025 May 08, 2025	SELL	$25.81 - $28.52 $83,314 - $92,062	-3,228 Reduced 7.58%	39,352 $1.08 Million
Q4 2024 Jan 29, 2025	SELL	$26.63 - $30.23 $28,627 - $32,497	-1,075 Reduced 2.46%	42,580 $1.13 Million
Q3 2024 Oct 25, 2024	BUY	$25.45 - $29.53 $8,347 - $9,685	328 Added 0.76%	43,655 $1.27 Million

Q2 2024 Jul 12, 2024	SELL	$24.67 - $27.2 $1,554 - $1,713	-63 Reduced 0.15%	43,327 $1.15 Million
Q1 2024 Apr 15, 2024	SELL	$23.47 - $25.45 $8,730 - $9,467	-372 Reduced 0.85%	43,390 $1.1 Million
Q4 2023 Jan 08, 2024	BUY	$23.04 - $24.89 $51,194 - $55,305	2,222 Added 5.35%	43,762 $1.08 Million
Q3 2023 Oct 19, 2023	SELL	$23.83 - $26.11 $51,258 - $56,162	-2,151 Reduced 4.92%	41,540 $994,000
Q2 2023 Jul 11, 2023	BUY	$23.66 - $25.54 $148,750 - $160,569	6,287 Added 16.81%	43,691 $1.08 Million
Q1 2023 May 08, 2023	SELL	$23.32 - $26.39 $53,169 - $60,169	-2,280 Reduced 5.75%	37,404 $917,000
Q4 2022 Jan 20, 2023	BUY	$21.59 - $24.95 $327,239 - $378,167	15,157 Added 61.8%	39,684 $0
Q3 2022 Oct 13, 2022	BUY	$22.4 - $25.83 $10,662 - $12,295	476 Added 1.98%	24,527 $549,000
Q2 2022 Jul 29, 2022	BUY	$24.51 - $28.87 $589,490 - $694,352	24,051 New	24,051 $610,000

Others Institutions Holding SCHE

# of Institutions

896

Shares Held

156M

Call Options Held

18.3K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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