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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
880+ 377.68% |
$23.4K - $26.6K
|
1.11K
$30.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
732New |
$19.5K - $22.1K
|
732
$19.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.07K+ 2.02% |
$28.5K - $32.3K
|
54K
$1.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.08K+ 3.14% |
$28.7K - $32.6K
|
35.5K
$962K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
219+ 2.85% |
$5.83K - $6.62K
|
7.92K
$215K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
68+ 0.41% |
$1.81K - $2.06K
|
16.5K
$447K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.52K- 5.91% |
$40.3K - $45.8K
|
24.1K
$654K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.24K- 47.37% |
$59.7K - $67.8K
|
2.49K
$67.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-1.49K- 9.05% |
$39.7K - $45.1K
|
15K
$407K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-109- 0.86% |
$2.9K - $3.3K
|
12.6K
$342K
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-745- 4.66% |
$19.8K - $22.5K
|
15.2K
$413K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
10.8KNew |
$286K - $325K
|
10.8K
$291K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
4+ 66.67% |
$107 - $121
|
10
$271
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.43K+ 3.47% |
$198K - $225K
|
221K
$6M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.95K- 9.76% |
$52K - $59K
|
18K
$489K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
366+ 3.67% |
$9.75K - $11.1K
|
10.3K
$280K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
192KNew |
$5.1M - $5.79M
|
192K
$5.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
666New |
$17.7K - $20.1K
|
666
$18.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-149- 0.79% |
$3.97K - $4.5K
|
18.7K
$507K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2- 4.55% |
$53.3 - $60.5
|
42
$1.14K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-456- 4.21% |
$12.1K - $13.8K
|
10.4K
$281K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.99K+ 3.64% |
$106K - $121K
|
114K
$3.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-1.87K- 0.57% |
$49.9K - $56.6K
|
326K
$8.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
60+ 1.34% |
$1.6K - $1.81K
|
4.54K
$123K
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
1.67K+ 1.12% |
$44.6K - $50.6K
|
151K
$4.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-8.5K- 41.1% |
$226K - $257K
|
12.2K
$330K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-940- 12.1% |
$25K - $28.4K
|
6.83K
$185K
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
472+ 0.87% |
$12.6K - $14.3K
|
54.5K
$1.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.33K- 1.35% |
$35.5K - $40.3K
|
97.8K
$2.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
31+ 2.84% |
$826 - $937
|
1.12K
$30.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.92M- 76.69% |
$77.9M - $88.4M
|
889K
$24.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
BUY
|
- |
579+ 1.36% |
$15.4K - $17.5K
|
43K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-2.28K- 3.41% |
$60.7K - $68.9K
|
64.6K
$1.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-2.46K- 4.5% |
$65.6K - $74.5K
|
52.2K
$1.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
39+ 111.43% |
$1.04K - $1.18K
|
74
$2.01K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-11K- 8.38% |
$293K - $333K
|
120K
$3.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.77K+ 49.96% |
$100K - $114K
|
11.3K
$306K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-6.09K- 3.27% |
$162K - $184K
|
180K
$4.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
48+ 1.75% |
$1.28K - $1.45K
|
2.79K
$75.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.26K- 13.2% |
$193K - $219K
|
47.7K
$1.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
90K+ 8.43% |
$2.4M - $2.72M
|
1.16M
$31.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-914- 6.1% |
$24.3K - $27.6K
|
14.1K
$381K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-85.9K- 85.3% |
$2.29M - $2.6M
|
14.8K
$401K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
128+ 0.8% |
$3.41K - $3.87K
|
16.2K
$440K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
492New |
$13.1K - $14.9K
|
492
$13.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-445- 2.1% |
$11.9K - $13.5K
|
20.7K
$562K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.09K- 5.25% |
$162K - $184K
|
110K
$2.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.85K- 2.35% |
$49.2K - $55.9K
|
77K
$2.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
SELL
|
- |
-24.4K- 9.96% |
$651K - $739K
|
221K
$5.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-3.29K- 4.97% |
$87.6K - $99.4K
|
62.8K
$1.7M
|