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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
16+ 9.94% |
$413 - $456
|
177
$4.89K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-320- 45.39% |
$8.26K - $9.13K
|
385
$10.6K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-782- 1.34% |
$20.2K - $22.3K
|
57.6K
$1.59M
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
645+ 2.04% |
$16.6K - $18.4K
|
32.3K
$891K
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
516+ 0.45% |
$13.3K - $14.7K
|
115K
$3.19M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-454- 25.06% |
$11.7K - $12.9K
|
1.36K
$37.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
542+ 2.88% |
$14K - $15.5K
|
19.4K
$534K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-6.98K- 7.71% |
$180K - $199K
|
83.6K
$2.31M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
715+ 5.99% |
$18.5K - $20.4K
|
12.7K
$349K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.67K+ 1.01% |
$43.1K - $47.6K
|
167K
$4.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.08K- 3.05% |
$27.9K - $30.8K
|
34.4K
$949K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-779- 13.64% |
$20.1K - $22.2K
|
4.93K
$136K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
16.7K+ 8.77% |
$430K - $475K
|
207K
$5.71M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-635- 3.74% |
$16.4K - $18.1K
|
16.3K
$451K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-77.4K- 83.46% |
$2.06M - $2.34M
|
15.3K
$424K
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
18.9KNew |
$504K - $573K
|
18.9K
$523K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-765- 4.94% |
$20.4K - $23.1K
|
14.7K
$406K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-32.3K- 1.36% |
$861K - $977K
|
2.34M
$64.7M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
20.1KNew |
$535K - $607K
|
20.1K
$555K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
584New |
$15.6K - $17.7K
|
584
$16.1K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
29New |
$772 - $877
|
29
$801
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
11.2K+ 32.74% |
$298K - $338K
|
45.4K
$1.25M
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
12.7KNew |
$339K - $385K
|
12.7K
$352K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-57- 0.19% |
$1.52K - $1.72K
|
29.5K
$814K
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-12.5K- 48.59% |
$333K - $378K
|
13.2K
$365K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 2.67% |
$53.3 - $60.5
|
77
$2.13K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-180- 1.28% |
$4.79K - $5.44K
|
13.9K
$385K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6.31K- 6.02% |
$168K - $191K
|
98.4K
$2.72M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
37.2KNew |
$992K - $1.13M
|
37.2K
$1.03M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-23.6K- 6.91% |
$628K - $712K
|
317K
$8.76M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
7.83KNew |
$209K - $237K
|
7.83K
$216K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
520New |
$13.8K - $15.7K
|
520
$14.4K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.71K+ 0.8% |
$98.8K - $112K
|
468K
$12.9M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-10.6K- 3.09% |
$283K - $322K
|
334K
$9.21M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
2.17K+ 17.43% |
$57.9K - $65.7K
|
14.6K
$404K
|
|
|
Feb 18, 2025
Q4 2024
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
54.6KNew |
$1.45M - $1.65M
|
54.6K
$1.51M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.16K- 1.94% |
$57.6K - $65.4K
|
109K
$3.01M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
8.44KNew |
$225K - $255K
|
8.44K
$233K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
7.62KNew |
$203K - $230K
|
7.62K
$210K
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-889- 4.73% |
$23.7K - $26.9K
|
17.9K
$494K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-403- 1.12% |
$10.7K - $12.2K
|
35.5K
$980K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-15K- 98.07% |
$401K - $455K
|
296
$8.17K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26.4K+ 10.03% |
$702K - $797K
|
289K
$7.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
7.06K+ 12.83% |
$188K - $213K
|
62.1K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.54K- 23.88% |
$121K - $137K
|
14.5K
$400K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.09K- 1.81% |
$162K - $184K
|
330K
$9.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-3.3K- 14.47% |
$87.9K - $99.8K
|
19.5K
$538K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10.8K- 2.48% |
$288K - $327K
|
425K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-115K- 38.83% |
$3.06M - $3.48M
|
181K
$5.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.6K- 1.98% |
$42.6K - $48.3K
|
79K
$2.18M
|
|