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 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-10.7K- 53.94% |
$276K - $306K
|
9.15K
$276K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-40- 0.09% |
$1.03K - $1.14K
|
45.3K
$1.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-886- 2.5% |
$22.9K - $25.3K
|
34.6K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-958- 8.15% |
$24.7K - $27.3K
|
10.8K
$326K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-5.07K- 6.09% |
$131K - $144K
|
78K
$2.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.9K- 0.56% |
$49.1K - $54.3K
|
339K
$10.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-2K- 6.01% |
$51.5K - $57K
|
31.2K
$943K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-132- 0.5% |
$3.41K - $3.76K
|
26.5K
$801K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-8.3K- 30.46% |
$214K - $237K
|
19K
$573K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-737- 4.06% |
$19K - $21K
|
17.4K
$527K
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-76- 0.17% |
$1.96K - $2.17K
|
46K
$1.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
6+ 0.02% |
$155 - $171
|
35.8K
$1.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-1- 0.01% |
$25.8 - $28.5
|
13.2K
$400K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.15K- 6.57% |
$107K - $118K
|
59K
$1.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
4.24K+ 45.76% |
$109K - $121K
|
13.5K
$408K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.86K- 19.0% |
$73.8K - $81.6K
|
12.2K
$369K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-8- 0.58% |
$206 - $228
|
1.37K
$41.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.25K- 8.97% |
$32.3K - $35.7K
|
12.7K
$383K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-100- 0.11% |
$2.58K - $2.85K
|
88.8K
$2.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.74K- 13.91% |
$44.8K - $49.5K
|
10.7K
$325K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-3.58K- 31.75% |
$92.5K - $102K
|
7.7K
$233K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
84+ 0.15% |
$2.17K - $2.4K
|
55.7K
$1.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-11.7K- 28.77% |
$301K - $332K
|
28.9K
$872K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.64K- 11.64% |
$42.2K - $46.7K
|
12.4K
$376K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.53K- 12.11% |
$39.4K - $43.6K
|
11.1K
$335K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-84- 0.87% |
$2.17K - $2.4K
|
9.56K
$289K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
7.72KNew |
$199K - $220K
|
7.72K
$233K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.26KNew |
$213K - $236K
|
8.26K
$250K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-2.78K- 11.88% |
$71.7K - $79.2K
|
20.6K
$623K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.87KNew |
$203K - $224K
|
7.87K
$238K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-14.7K- 16.47% |
$381K - $420K
|
74.8K
$2.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
2New |
$51.6 - $57
|
2
$60.5
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
8.55K+ 5.47% |
$221K - $244K
|
165K
$4.98M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
8.6K+ 3.82% |
$222K - $245K
|
233K
$7.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-1.69K- 3.31% |
$43.5K - $48.1K
|
49.2K
$1.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-13.5K- 62.1% |
$348K - $385K
|
8.24K
$249K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-995- 2.84% |
$25.7K - $28.4K
|
34K
$1.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
16.4K+ 4.09% |
$424K - $468K
|
418K
$12.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.03K- 7.03% |
$26.6K - $29.4K
|
13.6K
$412K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
424+ 0.7% |
$10.9K - $12.1K
|
60.8K
$1.84M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
1.26K+ 11.26% |
$32.4K - $35.8K
|
12.4K
$375K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.4K+ 3.0% |
$293K - $324K
|
390K
$11.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
15New |
$387 - $428
|
15
$453
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
23.2KNew |
$599K - $662K
|
23.2K
$702K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.54KNew |
$39.8K - $44K
|
1.54K
$46.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.24KNew |
$213K - $235K
|
8.24K
$249K
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.69K+ 7.58% |
$43.5K - $48.1K
|
23.9K
$723K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-865- 93.31% |
$22.3K - $24.7K
|
62
$1.87K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-320- 45.39% |
$8.26K - $9.13K
|
385
$11.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.16K+ 6.04% |
$55.8K - $61.7K
|
38K
$1.15M
|