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 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-36- 0.15% |
$878 - $1.09K
|
23.9K
$752K
|
|
|
Jul 18, 2025
Q2 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
SELL
|
- |
-760- 9.97% |
$18.5K - $22.9K
|
6.86K
$216K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.3K- 2.63% |
$250K - $310K
|
379K
$11.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-13.7K- 9.42% |
$334K - $413K
|
132K
$4.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
70.2K+ 20.34% |
$1.71M - $2.12M
|
416K
$13.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.32K- 14.78% |
$56.6K - $70K
|
13.4K
$421K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
19.3K+ 4.62% |
$471K - $583K
|
438K
$13.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.42K- 11.09% |
$34.6K - $42.9K
|
11.4K
$359K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
3.8K+ 5.49% |
$92.5K - $115K
|
72.9K
$2.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
798+ 5.85% |
$19.5K - $24.1K
|
14.4K
$454K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-108K- 41.69% |
$2.64M - $3.27M
|
151K
$4.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
12+ 0.12% |
$293 - $362
|
9.83K
$309K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
102K+ 172.21% |
$2.48M - $3.07M
|
161K
$5.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-347- 3.6% |
$8.46K - $10.5K
|
9.3K
$292K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-146- 20.36% |
$3.56K - $4.41K
|
571
$18K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-343- 98.56% |
$8.36K - $10.4K
|
5
$157
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
117+ 10.7% |
$2.85K - $3.53K
|
1.21K
$38.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-61- 0.78% |
$1.49K - $1.84K
|
7.78K
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
24New |
$585 - $724
|
24
$755
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
2+ 0.01% |
$48.8 - $60.4
|
13.4K
$420K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-313- 2.21% |
$7.63K - $9.45K
|
13.9K
$436K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
205+ 0.18% |
$5K - $6.19K
|
111K
$3.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.64K- 10.38% |
$88.7K - $110K
|
31.4K
$989K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-34.3K- 67.27% |
$836K - $1.03M
|
16.7K
$525K
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-4.96K- 2.42% |
$121K - $150K
|
200K
$6.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
40.2KNew |
$981K - $1.21M
|
40.2K
$1.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
3.26K+ 19.09% |
$79.4K - $98.3K
|
20.3K
$639K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
33.2K+ 66.27% |
$808K - $1M
|
83.2K
$2.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
BUY
|
- |
35.6K+ 188.34% |
$867K - $1.07M
|
54.5K
$1.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.49K+ 2.64% |
$60.6K - $75K
|
96.5K
$3.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-126- 0.62% |
$3.07K - $3.8K
|
20.1K
$634K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-126K- 5.92% |
$3.06M - $3.79M
|
2M
$62.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-12.5K- 13.86% |
$304K - $376K
|
77.5K
$2.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-2.39K- 1.09% |
$58.2K - $72K
|
216K
$6.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
18.9K+ 19.98% |
$460K - $570K
|
113K
$3.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
87New |
$2.12K - $2.63K
|
87
$2.74K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-114- 0.76% |
$2.78K - $3.44K
|
14.9K
$468K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-18- 0.1% |
$439 - $543
|
17.3K
$544K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.97KNew |
$48.1K - $59.6K
|
1.97K
$62.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
SELL
|
- |
-713- 3.41% |
$17.4K - $21.5K
|
20.2K
$635K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2.57K- 2.55% |
$62.6K - $77.5K
|
98.1K
$3.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
6.88K+ 13.59% |
$168K - $208K
|
57.5K
$1.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-2.01K- 14.42% |
$48.9K - $60.5K
|
11.9K
$375K
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-368- 0.96% |
$8.97K - $11.1K
|
37.8K
$1.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.59K- 41.56% |
$38.7K - $47.9K
|
2.23K
$70.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.49K- 7.62% |
$85.1K - $105K
|
42.3K
$1.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.49K- 0.24% |
$36.2K - $44.8K
|
610K
$19.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-749- 1.53% |
$18.3K - $22.6K
|
48.2K
$1.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.61K- 2.92% |
$63.5K - $78.6K
|
86.7K
$2.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
9+ 0.11% |
$219 - $272
|
7.93K
$249K
|