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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
12.9K+ 13.27% |
$333K - $368K
|
110K
$3.04M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-2.1K- 3.48% |
$54.1K - $59.8K
|
58.1K
$1.61M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-3K- 5.09% |
$77.3K - $85.4K
|
55.9K
$1.54M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-575- 1.97% |
$14.8K - $16.4K
|
28.6K
$789K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.53K+ 9.96% |
$39.5K - $43.6K
|
16.9K
$466K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-2.72K- 30.11% |
$70.3K - $77.6K
|
6.32K
$175K
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
95+ 1.11% |
$2.45K - $2.71K
|
8.63K
$238K
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
517New |
$13.3K - $14.7K
|
517
$14.3K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.69K+ 3.22% |
$43.7K - $48.3K
|
54.2K
$1.5M
|
|
|
May 02, 2025
Q1 2025
|
Bip Alliance, LLC
Atlanta, GA |
SELL
|
- |
-32.8K- 60.06% |
$846K - $935K
|
21.8K
$602K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
12.5K+ 105.26% |
$323K - $356K
|
24.4K
$673K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
494+ 4.79% |
$12.8K - $14.1K
|
10.8K
$298K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
1.93K+ 3.69% |
$49.7K - $54.9K
|
54.2K
$1.5M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
4.41K+ 3.39% |
$114K - $126K
|
134K
$3.71M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-647- 3.51% |
$16.7K - $18.5K
|
17.8K
$491K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
516+ 5.68% |
$13.3K - $14.7K
|
9.6K
$265K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-7.69K- 7.08% |
$198K - $219K
|
101K
$2.79M
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
26+ 0.23% |
$671 - $742
|
11.2K
$311K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-6.57K- 0.92% |
$170K - $187K
|
709K
$19.6M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4.61K- 4.65% |
$119K - $132K
|
94.5K
$2.61M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
77+ 97.47% |
$1.99K - $2.2K
|
156
$4.31K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
708+ 4.59% |
$18.3K - $20.2K
|
16.1K
$446K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-200- 1.56% |
$5.16K - $5.7K
|
12.6K
$349K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
33.7K+ 53.62% |
$869K - $961K
|
96.5K
$2.67M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
60.3K+ 395.38% |
$1.56M - $1.72M
|
75.6K
$2.09M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
780+ 3.23% |
$20.1K - $22.2K
|
24.9K
$688K
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
13K+ 1.25% |
$335K - $371K
|
1.05M
$29M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
16.6K+ 5.06% |
$429K - $474K
|
345K
$9.54M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
27.5KNew |
$710K - $785K
|
27.5K
$760K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
32.6K+ 42.32% |
$841K - $929K
|
110K
$3.03M
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
874+ 6.62% |
$22.6K - $24.9K
|
14.1K
$389K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-22K- 49.69% |
$568K - $628K
|
22.3K
$616K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
218+ 93.16% |
$5.63K - $6.22K
|
452
$12.5K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
22.9K+ 20.79% |
$590K - $652K
|
133K
$3.67M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.5K- 2.92% |
$38.8K - $42.9K
|
50K
$1.38M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-664- 3.69% |
$17.1K - $18.9K
|
17.3K
$478K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
472+ 1.86% |
$12.2K - $13.5K
|
25.8K
$714K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.72K+ 1.66% |
$44.4K - $49.1K
|
105K
$2.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
76New |
$1.96K - $2.17K
|
76
$2.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
9.44KNew |
$244K - $269K
|
9.44K
$261K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.91K+ 12.78% |
$49.2K - $54.4K
|
16.8K
$465K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
350+ 4.49% |
$9.03K - $9.98K
|
8.14K
$225K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-8.97K- 14.52% |
$231K - $256K
|
52.8K
$1.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
264+ 2.03% |
$6.81K - $7.53K
|
13.3K
$367K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
22+ 0.1% |
$568 - $627
|
21.4K
$592K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-12.4K- 19.08% |
$320K - $354K
|
52.6K
$1.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.44K+ 2.58% |
$62.9K - $69.5K
|
96.8K
$2.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-6.37K- 8.83% |
$164K - $182K
|
65.8K
$1.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
8.17KNew |
$211K - $233K
|
8.17K
$226K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.92K+ 0.57% |
$127K - $140K
|
874K
$24.1M
|