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 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.27K+ 59.6% |
$58.6K - $64.7K
|
6.08K
$184K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
6.5K+ 1.35% |
$168K - $185K
|
489K
$14.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-54.7K- 2.35% |
$1.41M - $1.56M
|
2.28M
$68.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
431K+ 86.3% |
$11.1M - $12.3M
|
931K
$28.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.18K+ 2.45% |
$56.3K - $62.2K
|
91.1K
$2.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
493New |
$12.7K - $14.1K
|
493
$14.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-2.73K- 18.82% |
$70.4K - $77.7K
|
11.8K
$356K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-3.24K- 1.15% |
$83.7K - $92.5K
|
278K
$8.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.64K- 25.27% |
$68.1K - $75.2K
|
7.8K
$236K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.42K+ 6.69% |
$36.7K - $40.6K
|
22.7K
$686K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.11K- 7.47% |
$28.6K - $31.7K
|
13.8K
$416K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.38KNew |
$87.2K - $96.4K
|
3.38K
$102K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-6.99K- 1.4% |
$180K - $199K
|
490K
$14.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.16K+ 41.61% |
$133K - $147K
|
17.6K
$531K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.08K- 30.68% |
$27.9K - $30.9K
|
2.45K
$73.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-342- 2.81% |
$8.83K - $9.75K
|
11.8K
$358K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.03K- 64.12% |
$52.5K - $58K
|
1.14K
$34.4K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
79+ 30.38% |
$2.04K - $2.25K
|
339
$10.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-1.57K- 3.96% |
$40.4K - $44.7K
|
38K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
756+ 5.71% |
$19.5K - $21.6K
|
14K
$423K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-2.67K- 11.07% |
$68.9K - $76.1K
|
21.4K
$648K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-158- 0.81% |
$4.08K - $4.51K
|
19.4K
$588K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 2.38% |
$25.8 - $28.5
|
43
$1.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.03K+ 11.73% |
$233K - $258K
|
86.1K
$2.6M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
618New |
$16K - $17.6K
|
618
$18.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.82K- 21.23% |
$72.9K - $80.5K
|
10.5K
$317K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
3.56K+ 1.63% |
$91.9K - $102K
|
222K
$6.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
3.51K+ 34.65% |
$90.6K - $100K
|
13.6K
$412K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-7.93K- 30.55% |
$205K - $226K
|
18K
$545K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.79K- 13.37% |
$201K - $222K
|
50.5K
$1.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
11.9K+ 82.26% |
$308K - $340K
|
26.4K
$799K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
141+ 42.22% |
$3.64K - $4.02K
|
475
$14.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
SELL
|
- |
-145- 0.07% |
$3.74K - $4.14K
|
205K
$6.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Bck Partners, Inc.
|
BUY
|
- |
2.64K+ 2.66% |
$68.1K - $75.2K
|
102K
$3.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.07K- 7.21% |
$27.6K - $30.5K
|
13.8K
$417K
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
7.91K+ 18.74% |
$204K - $225K
|
50.1K
$1.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-12.1K- 95.03% |
$312K - $345K
|
632
$19.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
16.9K+ 14.06% |
$437K - $483K
|
137K
$4.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-5.43K- 1.69% |
$140K - $155K
|
316K
$9.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$274K - $303K
|
10.6K
$321K
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-452- 0.68% |
$11.7K - $12.9K
|
66K
$1.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
366+ 1.21% |
$9.45K - $10.4K
|
30.7K
$929K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-8.53K- 2.56% |
$220K - $243K
|
324K
$9.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-53- 0.55% |
$1.37K - $1.51K
|
9.57K
$289K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-87- 0.12% |
$2.25K - $2.48K
|
72.6K
$2.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-191- 0.58% |
$4.93K - $5.45K
|
33K
$997K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-3.79K- 7.03% |
$97.9K - $108K
|
50.2K
$1.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
1.71K+ 4.48% |
$44.1K - $48.7K
|
39.8K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-30.6K- 10.55% |
$790K - $873K
|
260K
$7.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-3.26K- 3.73% |
$84.2K - $93K
|
84.1K
$2.54M
|