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 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-300- 1.46% |
$7.74K - $8.56K
|
20.3K
$592K
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
17.7KNew |
$457K - $505K
|
17.7K
$517K
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-10.7K- 34.63% |
$275K - $304K
|
20.1K
$588K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-1.17K- 1.03% |
$30.2K - $33.3K
|
113K
$3.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
13K+ 9.8% |
$334K - $369K
|
145K
$4.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.11K+ 3.03% |
$28.6K - $31.6K
|
37.6K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
142+ 1.12% |
$3.67K - $4.05K
|
12.8K
$374K
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
4.49K+ 6.95% |
$116K - $128K
|
69.1K
$2.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-641- 0.59% |
$16.5K - $18.3K
|
108K
$3.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-20.3K- 50.0% |
$523K - $578K
|
20.3K
$592K
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1.36K- 2.7% |
$35.1K - $38.8K
|
49K
$1.43M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-269- 0.78% |
$6.94K - $7.67K
|
34.4K
$1M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-3.68K- 2.99% |
$95.1K - $105K
|
119K
$3.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
267+ 1.8% |
$6.89K - $7.61K
|
15.1K
$442K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.14K- 5.23% |
$29.4K - $32.5K
|
20.6K
$602K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-899- 5.84% |
$23.2K - $25.6K
|
14.5K
$423K
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-234- 1.52% |
$6.04K - $6.67K
|
15.1K
$442K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-2.07K- 2.02% |
$53.4K - $59K
|
100K
$2.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-14.6K- 97.56% |
$376K - $415K
|
364
$10.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.61KNew |
$119K - $131K
|
4.61K
$134K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
414K+ 57.5% |
$10.7M - $11.8M
|
1.13M
$33.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.38K+ 1.73% |
$61.4K - $67.9K
|
140K
$4.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-325- 0.84% |
$8.39K - $9.27K
|
38.6K
$1.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.43K+ 18.28% |
$62.6K - $69.2K
|
15.7K
$458K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
16.1K+ 8.74% |
$415K - $458K
|
200K
$5.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
8.17KNew |
$211K - $233K
|
8.17K
$239K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.56K+ 20.73% |
$40.2K - $44.5K
|
9.08K
$265K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-273- 85.05% |
$7.05K - $7.79K
|
48
$1.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-389- 3.66% |
$10K - $11.1K
|
10.2K
$299K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
232New |
$5.99K - $6.62K
|
232
$6.77K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-20.7K- 6.54% |
$535K - $591K
|
297K
$8.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
52+ 0.1% |
$1.34K - $1.48K
|
50.3K
$1.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
5K+ 42.37% |
$129K - $143K
|
16.8K
$491K
|
|
|
Apr 22, 2025
Q1 2025
|
Gpwm LLC
|
BUY
|
- |
10+ 9.52% |
$258 - $285
|
115
$3.36K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
44New |
$1.14K - $1.25K
|
44
$1.28K
|
|
|
Apr 22, 2025
Q1 2025
|
Flower City Capital
|
BUY
|
- |
7.27KNew |
$188K - $207K
|
7.27K
$212K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.39K+ 2.55% |
$191K - $211K
|
297K
$8.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
84.4K+ 881.87% |
$2.18M - $2.41M
|
94K
$2.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
44.8KNew |
$1.16M - $1.28M
|
44.8K
$1.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-130- 1.02% |
$3.36K - $3.71K
|
12.6K
$368K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.7K- 2.67% |
$121K - $134K
|
172K
$5.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.34K- 7.02% |
$34.5K - $38.1K
|
17.7K
$516K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
240New |
$6.19K - $6.84K
|
240
$7.01K
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
791+ 0.4% |
$20.4K - $22.6K
|
197K
$5.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.35K- 6.81% |
$86.4K - $95.5K
|
45.8K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-195- 0.28% |
$5.03K - $5.56K
|
68.3K
$1.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.01K+ 1.69% |
$26.1K - $28.8K
|
60.7K
$1.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
658+ 3.3% |
$17K - $18.8K
|
20.6K
$600K
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.01K- 5.6% |
$26.1K - $28.9K
|
17.1K
$498K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-23.7K- 20.86% |
$612K - $676K
|
89.9K
$2.63M
|