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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-16.2K- 21.66% |
$395K - $489K
|
58.6K
$1.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-891- 2.18% |
$21.7K - $26.9K
|
40.1K
$1.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
5.79K+ 1.19% |
$141K - $175K
|
495K
$15.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1.37K- 1.58% |
$33.5K - $41.4K
|
85.4K
$2.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
13.6K+ 51.35% |
$331K - $409K
|
40K
$1.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.55K+ 2.55% |
$37.8K - $46.8K
|
62.3K
$1.96M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
27+ 0.08% |
$658 - $815
|
34.4K
$1.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.8K+ 2.64% |
$44K - $54.4K
|
70.1K
$2.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-189- 1.98% |
$4.61K - $5.7K
|
9.38K
$295K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-540- 1.51% |
$13.2K - $16.3K
|
35.3K
$1.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-208K- 5.69% |
$5.07M - $6.28M
|
3.45M
$108M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$24.4 - $30.2
|
10.6K
$334K
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-2.12K- 0.63% |
$51.7K - $64K
|
337K
$10.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
440+ 0.37% |
$10.7K - $13.3K
|
120K
$3.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 3.12% |
$28.6K - $35.4K
|
36.5K
$1.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
SELL
|
- |
-8.14K- 3.98% |
$198K - $246K
|
197K
$6.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.11K- 2.41% |
$27K - $33.4K
|
44.9K
$1.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
20.1KNew |
$489K - $606K
|
20.1K
$631K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-688- 3.49% |
$16.8K - $20.8K
|
19K
$599K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-22.1K- 6.82% |
$539K - $667K
|
302K
$9.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.97K- 20.64% |
$145K - $180K
|
22.9K
$722K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
6.85K+ 4.99% |
$167K - $207K
|
144K
$4.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-5.84K- 34.71% |
$142K - $176K
|
11K
$346K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
1.73K+ 16.84% |
$42.1K - $52.1K
|
12K
$376K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
42.6K+ 320.81% |
$1.04M - $1.29M
|
55.9K
$1.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
2.07K+ 1.25% |
$50.3K - $62.3K
|
167K
$5.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
6.43K+ 38.22% |
$157K - $194K
|
23.2K
$731K
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
7.99KNew |
$195K - $241K
|
7.99K
$251K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
4.3K+ 5.51% |
$105K - $130K
|
82.3K
$2.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-60- 0.26% |
$1.46K - $1.81K
|
23.1K
$728K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-11.8K- 55.04% |
$288K - $356K
|
9.64K
$303K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
24.3K+ 10.4% |
$592K - $733K
|
258K
$8.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 1.54% |
$27.4K - $33.9K
|
72K
$2.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-334K- 48.92% |
$8.14M - $10.1M
|
349K
$11M
|
|
|
Jul 21, 2025
Q2 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-5.76K- 0.55% |
$140K - $174K
|
1.05M
$32.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
19.8KNew |
$484K - $599K
|
19.8K
$624K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
254+ 2.87% |
$6.19K - $7.67K
|
9.12K
$287K
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
BUY
|
- |
1.78K+ 9.61% |
$43.5K - $53.8K
|
20.3K
$640K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
4+ 0.13% |
$97.5 - $121
|
3.07K
$96.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-204- 1.89% |
$4.97K - $6.16K
|
10.6K
$333K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-5.97K- 20.64% |
$145K - $180K
|
22.9K
$722K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.78K- 49.16% |
$165K - $205K
|
7.01K
$221K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.1K+ 1.39% |
$222K - $275K
|
663K
$20.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-417- 0.88% |
$10.2K - $12.6K
|
47K
$1.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-122- 1.02% |
$2.97K - $3.68K
|
11.8K
$373K
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
9.33K+ 49.49% |
$228K - $282K
|
28.2K
$887K
|
|
|
Jul 21, 2025
Q2 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
1.19K+ 0.9% |
$29K - $35.9K
|
133K
$4.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-626- 1.68% |
$15.3K - $18.9K
|
36.6K
$1.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-637- 3.6% |
$15.5K - $19.2K
|
17.1K
$537K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
7.04KNew |
$172K - $212K
|
7.04K
$221K
|