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 28, 2025
Q2 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
1K+ 7.36% |
$24.4K - $30.2K
|
14.6K
$490K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-369- 1.96% |
$9K - $11.1K
|
18.4K
$619K
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-244- 1.19% |
$5.95K - $7.36K
|
20.3K
$683K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
13.2K+ 12.81% |
$321K - $397K
|
116K
$3.89M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.75K- 28.5% |
$67K - $82.9K
|
6.89K
$232K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11K+ 54.25% |
$268K - $332K
|
31.3K
$1.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-4.93K- 6.79% |
$120K - $149K
|
67.7K
$2.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-261- 45.16% |
$6.36K - $7.88K
|
317
$10.7K
|
|
|
Jul 25, 2025
Q2 2025
|
St. Louis Trust CO
|
BUY
|
- |
6.57K+ 2.99% |
$160K - $198K
|
227K
$7.61M
|
|
|
Jul 25, 2025
Q2 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
4.5K+ 3.54% |
$110K - $136K
|
132K
$4.42M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-400- 5.56% |
$9.75K - $12.1K
|
6.8K
$228K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4.09K+ 3.86% |
$99.8K - $123K
|
110K
$3.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-8.84K- 10.51% |
$215K - $267K
|
75.2K
$2.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.74K+ 44.12% |
$116K - $143K
|
15.5K
$520K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.88K+ 25.75% |
$143K - $177K
|
28.7K
$965K
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.73K+ 1.8% |
$42.2K - $52.2K
|
97.7K
$3.28M
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
400+ 24.17% |
$9.75K - $12.1K
|
2.06K
$69K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.51K- 12.17% |
$36.9K - $45.6K
|
10.9K
$367K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.84K+ 12.51% |
$69.3K - $85.8K
|
25.6K
$859K
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
5.68K+ 62.26% |
$139K - $171K
|
14.8K
$497K
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
160+ 0.32% |
$3.9K - $4.83K
|
50.3K
$1.69M
|
|
|
Jul 24, 2025
Q2 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-5.55K- 15.73% |
$135K - $167K
|
29.7K
$998K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5.06K- 2.95% |
$123K - $153K
|
167K
$5.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-470- 3.73% |
$11.5K - $14.2K
|
12.1K
$408K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.8K- 3.88% |
$92.6K - $115K
|
94.2K
$3.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.31K+ 5945.45% |
$31.9K - $39.5K
|
1.33K
$44.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
2.64KNew |
$64.5K - $79.8K
|
2.64K
$88.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
1.66KNew |
$40.4K - $50.1K
|
1.66K
$55.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-6.55K- 15.57% |
$160K - $198K
|
35.5K
$1.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-784- 2.43% |
$19.1K - $23.7K
|
31.5K
$1.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
529+ 1230.23% |
$12.9K - $16K
|
572
$19.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-891- 2.18% |
$21.7K - $26.9K
|
40.1K
$1.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
13.6K+ 51.35% |
$331K - $409K
|
40K
$1.34M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
27+ 0.08% |
$658 - $815
|
34.4K
$1.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.8K+ 2.64% |
$44K - $54.4K
|
70.1K
$2.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-189- 1.98% |
$4.61K - $5.7K
|
9.38K
$315K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-540- 1.51% |
$13.2K - $16.3K
|
35.3K
$1.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-208K- 5.69% |
$5.07M - $6.28M
|
3.45M
$116M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-2.12K- 0.63% |
$51.7K - $64K
|
337K
$11.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
SELL
|
- |
-8.14K- 3.98% |
$198K - $246K
|
197K
$6.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
20.1KNew |
$489K - $606K
|
20.1K
$674K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-688- 3.49% |
$16.8K - $20.8K
|
19K
$640K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.97K- 20.64% |
$145K - $180K
|
22.9K
$771K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-5.84K- 34.71% |
$142K - $176K
|
11K
$369K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
1.73K+ 16.84% |
$42.1K - $52.1K
|
12K
$402K
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
2.07K+ 1.25% |
$50.3K - $62.3K
|
167K
$5.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
6.43K+ 38.22% |
$157K - $194K
|
23.2K
$781K
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
7.99KNew |
$195K - $241K
|
7.99K
$269K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
4.3K+ 5.51% |
$105K - $130K
|
82.3K
$2.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-11.8K- 55.04% |
$288K - $356K
|
9.64K
$324K
|