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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
233+ 2.69% |
$6.2K - $7.04K
|
8.88K
$245K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.8K+ 5.37% |
$606K - $688K
|
447K
$12.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
257New |
$6.84K - $7.77K
|
257
$7.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3+ 0.49% |
$79.9 - $90.7
|
611
$16.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.54K- 4.97% |
$227K - $258K
|
163K
$4.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-80- 43.72% |
$2.13K - $2.42K
|
103
$2.85K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-252- 2.47% |
$6.71K - $7.62K
|
9.97K
$275K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-16K- 24.69% |
$427K - $485K
|
49K
$1.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
604+ 7.19% |
$16.1K - $18.3K
|
9.01K
$249K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
6New |
$160 - $181
|
6
$166
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-49- 0.59% |
$1.3K - $1.48K
|
8.19K
$226K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.73K- 0.96% |
$233K - $264K
|
901K
$24.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
22.1K+ 3.29% |
$587K - $667K
|
693K
$19.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.05% |
$26.6 - $30.2
|
2.08K
$57.5K
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
76.2KNew |
$2.03M - $2.3M
|
76.2K
$2.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
10.6KNew |
$281K - $319K
|
10.6K
$292K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17+ 0.06% |
$453 - $514
|
26.2K
$724K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
111New |
$2.96K - $3.36K
|
111
$3.07K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1New |
$26.6 - $30.2
|
1
$27.6
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.56K- 7.16% |
$68.2K - $77.4K
|
33.2K
$917K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.8K+ 7.78% |
$875K - $993K
|
455K
$12.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-296- 66.37% |
$7.88K - $8.95K
|
150
$4.14K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1.59K+ 1.61% |
$42.4K - $48.2K
|
101K
$2.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
1.45K+ 4.92% |
$38.7K - $43.9K
|
31K
$856K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
621+ 1.26% |
$16.5K - $18.8K
|
49.7K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-19.7K- 56.0% |
$526K - $597K
|
15.5K
$429K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-6.9K- 40.53% |
$184K - $209K
|
10.1K
$280K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.68K- 2.08% |
$44.7K - $50.7K
|
79.1K
$2.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-238- 0.8% |
$6.34K - $7.19K
|
29.6K
$817K
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
731+ 5.39% |
$19.5K - $22.1K
|
14.3K
$395K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
152+ 0.12% |
$4.05K - $4.59K
|
125K
$3.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
802+ 9.85% |
$21.4K - $24.2K
|
8.95K
$247K
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
255+ 2.74% |
$6.79K - $7.71K
|
9.57K
$264K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
559K+ 7.16% |
$14.9M - $16.9M
|
8.37M
$231M
|
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
231+ 2.85% |
$6.15K - $6.98K
|
8.34K
$230K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-112- 74.67% |
$2.98K - $3.39K
|
38
$1.05K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.02K+ 3.89% |
$27.2K - $30.8K
|
27.2K
$753K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
880+ 377.68% |
$23.4K - $26.6K
|
1.11K
$30.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
732New |
$19.5K - $22.1K
|
732
$20.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
219+ 2.85% |
$5.83K - $6.62K
|
7.92K
$219K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
68+ 0.41% |
$1.81K - $2.06K
|
16.5K
$456K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.24K- 47.37% |
$59.7K - $67.8K
|
2.49K
$68.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-1.49K- 9.05% |
$39.7K - $45.1K
|
15K
$414K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-109- 0.86% |
$2.9K - $3.3K
|
12.6K
$349K
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-745- 4.66% |
$19.8K - $22.5K
|
15.2K
$421K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
10.8KNew |
$286K - $325K
|
10.8K
$297K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
4+ 66.67% |
$107 - $121
|
10
$276
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.43K+ 3.47% |
$198K - $225K
|
221K
$6.12M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.95K- 9.76% |
$52K - $59K
|
18K
$498K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
366+ 3.67% |
$9.75K - $11.1K
|
10.3K
$286K
|