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
|
Bip Alliance, LLC
Atlanta, GA |
SELL
|
- |
-32.8K- 60.06% |
$846K - $935K
|
21.8K
$659K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
12.5K+ 105.26% |
$323K - $356K
|
24.4K
$737K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
494+ 4.79% |
$12.8K - $14.1K
|
10.8K
$327K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
1.93K+ 3.69% |
$49.7K - $54.9K
|
54.2K
$1.64M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
4.41K+ 3.39% |
$114K - $126K
|
134K
$4.06M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-647- 3.51% |
$16.7K - $18.5K
|
17.8K
$537K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
516+ 5.68% |
$13.3K - $14.7K
|
9.6K
$290K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-7.69K- 7.08% |
$198K - $219K
|
101K
$3.05M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
77+ 97.47% |
$1.99K - $2.2K
|
156
$4.72K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
708+ 4.59% |
$18.3K - $20.2K
|
16.1K
$488K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-200- 1.56% |
$5.16K - $5.7K
|
12.6K
$382K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
33.7K+ 53.62% |
$869K - $961K
|
96.5K
$2.92M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
60.3K+ 395.38% |
$1.56M - $1.72M
|
75.6K
$2.28M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
780+ 3.23% |
$20.1K - $22.2K
|
24.9K
$752K
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
13K+ 1.25% |
$335K - $371K
|
1.05M
$31.8M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
16.6K+ 5.06% |
$429K - $474K
|
345K
$10.4M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
27.5KNew |
$710K - $785K
|
27.5K
$832K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
32.6K+ 42.32% |
$841K - $929K
|
110K
$3.31M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-22K- 49.69% |
$568K - $628K
|
22.3K
$673K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
218+ 93.16% |
$5.63K - $6.22K
|
452
$13.7K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
22.9K+ 20.79% |
$590K - $652K
|
133K
$4.01M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
472+ 1.86% |
$12.2K - $13.5K
|
25.8K
$781K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.72K+ 1.66% |
$44.4K - $49.1K
|
105K
$3.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
76New |
$1.96K - $2.17K
|
76
$2.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.91K+ 12.78% |
$49.2K - $54.4K
|
16.8K
$509K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
350+ 4.49% |
$9.03K - $9.98K
|
8.14K
$246K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-8.97K- 14.52% |
$231K - $256K
|
52.8K
$1.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
264+ 2.03% |
$6.81K - $7.53K
|
13.3K
$402K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
22+ 0.1% |
$568 - $627
|
21.4K
$648K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-12.4K- 19.08% |
$320K - $354K
|
52.6K
$1.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.44K+ 2.58% |
$62.9K - $69.5K
|
96.8K
$2.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-6.37K- 8.83% |
$164K - $182K
|
65.8K
$1.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
8.17KNew |
$211K - $233K
|
8.17K
$247K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.92K+ 0.57% |
$127K - $140K
|
874K
$26.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
26.5K+ 26.31% |
$683K - $755K
|
127K
$3.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-3.24K- 3.89% |
$83.5K - $92.3K
|
80K
$2.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-201- 0.82% |
$5.19K - $5.73K
|
24.4K
$736K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.01K+ 65.33% |
$207K - $228K
|
20.3K
$613K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
3.93K+ 2.62% |
$101K - $112K
|
154K
$4.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.92K+ 16.55% |
$75.4K - $83.4K
|
20.6K
$622K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
21.6K+ 133.07% |
$557K - $615K
|
37.8K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.08K- 2.83% |
$28K - $30.9K
|
37.2K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-54- 0.63% |
$1.39K - $1.54K
|
8.51K
$257K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-524- 1.6% |
$13.5K - $14.9K
|
32.3K
$976K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.93K+ 7.21% |
$49.7K - $54.9K
|
28.6K
$866K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
18.1K+ 42.97% |
$467K - $516K
|
60.2K
$1.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
800New |
$20.6K - $22.8K
|
800
$24.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
18.6KNew |
$479K - $529K
|
18.6K
$561K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
59New |
$1.52K - $1.68K
|
59
$1.78K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
16.1K+ 6.29% |
$416K - $460K
|
273K
$8.25M
|