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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-407- 0.91% |
$12.3K - $13.6K
|
44.2K
$1.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-900- 2.46% |
$27.1K - $30K
|
35.7K
$1.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
37.9K+ 127.82% |
$1.14M - $1.26M
|
67.5K
$2.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
105+ 1.15% |
$3.16K - $3.5K
|
9.22K
$310K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
25+ 0.2% |
$753 - $834
|
12.3K
$412K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-425- 0.71% |
$12.8K - $14.2K
|
59.2K
$1.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-424- 4.51% |
$12.8K - $14.1K
|
8.97K
$301K
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-56.7K- 89.9% |
$1.71M - $1.89M
|
6.37K
$214K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.12K+ 13.47% |
$94K - $104K
|
26.3K
$883K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
115+ 0.1% |
$3.46K - $3.84K
|
121K
$4.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
690New |
$20.8K - $23K
|
690
$23.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
SELL
|
- |
-509- 3.19% |
$15.3K - $17K
|
15.4K
$519K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
15.8K+ 18.79% |
$475K - $526K
|
99.6K
$3.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-57- 10.94% |
$1.72K - $1.9K
|
464
$15.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-1.71K- 2.38% |
$51.6K - $57.2K
|
70.2K
$2.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
269New |
$8.1K - $8.98K
|
269
$9.04K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
490+ 122.19% |
$14.8K - $16.4K
|
891
$29.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
392+ 1.98% |
$11.8K - $13.1K
|
20.2K
$679K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-19.8K- 0.93% |
$595K - $659K
|
2.1M
$70.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-1.43K- 70.43% |
$43.1K - $47.7K
|
600
$20.2K
|
|
|
Oct 20, 2025
Q3 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-2.46K- 1.86% |
$74.2K - $82.2K
|
130K
$4.38M
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
855+ 1.52% |
$25.8K - $28.5K
|
57K
$1.92M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.21K+ 5.09% |
$217K - $240K
|
149K
$5M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.55K- 4.06% |
$46.8K - $51.8K
|
36.7K
$1.23M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.91K- 4.86% |
$57.4K - $63.6K
|
37.3K
$1.25M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.58K+ 10.01% |
$47.6K - $52.8K
|
17.4K
$584K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
8.47K+ 5.88% |
$255K - $283K
|
153K
$5.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
39+ 177.27% |
$1.18K - $1.3K
|
61
$2.05K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
51+ 0.71% |
$1.54K - $1.7K
|
7.24K
$243K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.6K+ 9.84% |
$48.1K - $53.3K
|
17.8K
$599K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.44K+ 12.47% |
$43.3K - $48K
|
13K
$436K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
15.4K+ 33.58% |
$464K - $513K
|
61.2K
$2.06M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-697- 5.21% |
$21K - $23.3K
|
12.7K
$426K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
135+ 0.92% |
$4.07K - $4.5K
|
14.9K
$499K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
849+ 109.27% |
$25.6K - $28.3K
|
1.63K
$54.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
4.53K+ 4.07% |
$137K - $151K
|
116K
$3.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-78.8K- 5.1% |
$2.37M - $2.63M
|
1.47M
$49.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
1.75K+ 19.65% |
$52.8K - $58.5K
|
10.7K
$359K
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
78.9K+ 3.95% |
$2.38M - $2.63M
|
2.08M
$69.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Marotta Asset Management
|
SELL
|
- |
-671- 0.43% |
$20.2K - $22.4K
|
155K
$5.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
770+ 0.69% |
$23.2K - $25.7K
|
112K
$3.76M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-782- 11.16% |
$23.6K - $26.1K
|
6.23K
$209K
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
SELL
|
- |
-165- 1.23% |
$4.97K - $5.51K
|
13.2K
$443K
|
|
|
Oct 16, 2025
Q3 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-132- 1.55% |
$3.98K - $4.4K
|
8.38K
$281K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
739New |
$22.3K - $24.7K
|
739
$24.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-25- 1.12% |
$753 - $834
|
2.21K
$74.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
28New |
$844 - $934
|
28
$941
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
532+ 3.81% |
$16K - $17.8K
|
14.5K
$487K
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
SELL
|
- |
-1.39K- 2.99% |
$41.8K - $46.3K
|
45K
$1.51M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-406- 0.47% |
$12.2K - $13.5K
|
86.3K
$2.9M
|