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 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
269+ 0.95% |
$8.1K - $8.98K
|
28.5K
$958K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-344- 0.29% |
$10.4K - $11.5K
|
119K
$3.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-62- 0.74% |
$1.87K - $2.07K
|
8.37K
$281K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.7KNew |
$323K - $357K
|
10.7K
$360K
|
|
|
Oct 21, 2025
Q3 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
674+ 2.82% |
$20.3K - $22.5K
|
24.6K
$826K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-678- 2.21% |
$20.4K - $22.6K
|
29.9K
$1.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
6.64KNew |
$200K - $221K
|
6.64K
$223K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
75+ 0.82% |
$2.26K - $2.5K
|
9.23K
$310K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
34+ 0.2% |
$1.02K - $1.13K
|
17.3K
$582K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1.83K+ 17.28% |
$55.2K - $61.1K
|
12.4K
$418K
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.68K+ 3.75% |
$50.7K - $56.2K
|
46.5K
$1.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
470+ 74.84% |
$14.2K - $15.7K
|
1.1K
$36.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.94K- 23.68% |
$58.3K - $64.6K
|
6.24K
$210K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
30.7K+ 7.39% |
$926K - $1.03M
|
446K
$15M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-40.6K- 10.71% |
$1.22M - $1.36M
|
339K
$11.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-27- 9.89% |
$814 - $901
|
246
$8.27K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-84.8K- 62.3% |
$2.55M - $2.83M
|
51.3K
$1.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.27K+ 26.41% |
$279K - $309K
|
44.4K
$1.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-168- 2.76% |
$5.06K - $5.61K
|
5.91K
$199K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.22K- 1.72% |
$66.9K - $74.1K
|
127K
$4.27M
|
|
|
Oct 21, 2025
Q3 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
6.31KNew |
$190K - $210K
|
6.31K
$212K
|
|
|
Oct 21, 2025
Q3 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-150- 0.31% |
$4.52K - $5.01K
|
48.1K
$1.62M
|
|
|
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
|