Latest Institutional Transactions on Schwab Strategic Tr Us Emergin (SCHE)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Us Emergin (SCHE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
139New |
$3.39K - $4.2K
|
139
$4.31K
|
|
|
Aug 27, 2025
Q2 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-1.82K- 0.6% |
$44.3K - $54.9K
|
300K
$9.31M
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
6.88KNew |
$168K - $208K
|
6.88K
$213K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-98- 0.44% |
$2.39K - $2.96K
|
22.2K
$688K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-7.72K- 11.2% |
$188K - $233K
|
61.2K
$1.9M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
9.06K+ 42.59% |
$221K - $273K
|
30.3K
$940K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
346+ 0.29% |
$8.44K - $10.4K
|
118K
$3.67M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.92K- 0.78% |
$46.8K - $57.9K
|
246K
$7.62M
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-2.77K- 2.77% |
$67.6K - $83.7K
|
97.4K
$3.02M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
128K+ 6.4% |
$3.13M - $3.87M
|
2.13M
$66.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
822+ 10.6% |
$20K - $24.8K
|
8.58K
$266K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.68M+ 176.37% |
$40.9M - $50.7M
|
2.63M
$81.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-22- 0.78% |
$536 - $664
|
2.81K
$87.1K
|
|
|
Aug 15, 2025
Q2 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-2.53K- 22.23% |
$61.7K - $76.3K
|
8.85K
$274K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
7.17K+ 7.74% |
$175K - $216K
|
99.9K
$3.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
39+ 0.05% |
$951 - $1.18K
|
85.8K
$2.66M
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-200- 4.08% |
$4.88K - $6.04K
|
4.7K
$146K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
540+ 5.52% |
$13.2K - $16.3K
|
10.3K
$320K
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-809- 8.65% |
$19.7K - $24.4K
|
8.55K
$265K
|
|
|
Aug 14, 2025
Q2 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-75- 0.64% |
$1.83K - $2.26K
|
11.6K
$361K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.16KNew |
$126K - $156K
|
5.16K
$160K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-361K- 96.55% |
$8.79M - $10.9M
|
12.9K
$400K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
6.93K+ 1.02% |
$169K - $209K
|
688K
$21.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-23.2K- 7.84% |
$566K - $700K
|
273K
$8.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2+ 0.02% |
$48.8 - $60.4
|
9.25K
$287K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.36K+ 0.28% |
$33.2K - $41.1K
|
488K
$15.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-189- 4.36% |
$4.61K - $5.7K
|
4.14K
$129K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.95K+ 17.36% |
$243K - $300K
|
67.3K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
223K+ 339.96% |
$5.44M - $6.74M
|
289K
$8.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.89K+ 5.1% |
$168K - $208K
|
142K
$4.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-351- 1.21% |
$8.56K - $10.6K
|
28.6K
$887K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.44KNew |
$35K - $43.3K
|
1.44K
$44.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.24K+ 7.52% |
$30.2K - $37.4K
|
17.7K
$549K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
76.1KNew |
$1.86M - $2.3M
|
76.1K
$2.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
21.9KNew |
$534K - $661K
|
21.9K
$680K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.9K- 1.04% |
$338K - $419K
|
1.33M
$41.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
1.41K+ 7.27% |
$34.3K - $42.4K
|
20.8K
$644K
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.55K+ 27.58% |
$62.2K - $77K
|
11.8K
$366K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.94K- 5.14% |
$120K - $149K
|
91.1K
$2.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-9.94K- 52.06% |
$242K - $300K
|
9.15K
$284K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.9K+ 2.47% |
$168K - $208K
|
286K
$8.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
10KNew |
$244K - $302K
|
10K
$311K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
141+ 0.16% |
$3.44K - $4.26K
|
87.5K
$2.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
18+ 0.11% |
$439 - $543
|
15.8K
$489K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.46K+ 6.44% |
$60K - $74.3K
|
40.7K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
112+ 0.17% |
$2.73K - $3.38K
|
64.8K
$2.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
222K+ 146.91% |
$5.4M - $6.68M
|
372K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
304K+ 1505.01% |
$7.41M - $9.17M
|
324K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-2.3K- 12.57% |
$56.1K - $69.4K
|
16K
$496K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.57K- 2.2% |
$111K - $138K
|
203K
$6.29M
|