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 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
402+ 0.06% |
$9.8K - $12.1K
|
709K
$23.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-52- 0.04% |
$1.27K - $1.57K
|
119K
$4.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
5.84K+ 4.02% |
$142K - $176K
|
151K
$5.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-77.4K- 7.06% |
$1.89M - $2.34M
|
1.02M
$34.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
11+ 0.08% |
$268 - $332
|
14.1K
$473K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-300- 3.48% |
$7.31K - $9.05K
|
8.32K
$280K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-900- 9.84% |
$21.9K - $27.2K
|
8.25K
$277K
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-5.25K- 1.14% |
$128K - $158K
|
454K
$15.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.08K+ 5.36% |
$50.7K - $62.7K
|
40.9K
$1.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-262- 1.56% |
$6.39K - $7.91K
|
16.5K
$555K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
6.07K+ 6.2% |
$148K - $183K
|
104K
$3.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.1KNew |
$26.8K - $33.2K
|
1.1K
$37K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-301- 2.32% |
$7.34K - $9.08K
|
12.7K
$425K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-239- 1.91% |
$5.83K - $7.21K
|
12.3K
$412K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2.7K+ 336.88% |
$65.7K - $81.3K
|
3.5K
$117K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.23K- 3.18% |
$30.1K - $37.2K
|
37.5K
$1.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
1+ 0.51% |
$24.4 - $30.2
|
197
$6.62K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-61.5K- 2.65% |
$1.5M - $1.86M
|
2.26M
$75.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
488New |
$11.9K - $14.7K
|
488
$16.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
39.5KNew |
$962K - $1.19M
|
39.5K
$1.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-27.6K- 8.67% |
$673K - $833K
|
291K
$9.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
2.81K+ 27.68% |
$68.4K - $84.7K
|
12.9K
$435K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
32.6K+ 2.32% |
$795K - $985K
|
1.44M
$48.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.05K- 20.6% |
$98.8K - $122K
|
15.6K
$525K
|
|
|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
21.9KNew |
$534K - $661K
|
21.9K
$736K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-19.9K- 4.64% |
$486K - $601K
|
409K
$13.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-651- 3.63% |
$15.9K - $19.6K
|
17.3K
$581K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3.54K- 2.21% |
$86.2K - $107K
|
156K
$5.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-365- 2.23% |
$8.9K - $11K
|
16K
$537K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 0.08% |
$97.5 - $121
|
4.94K
$166K
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
273+ 2.77% |
$6.66K - $8.24K
|
10.1K
$341K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
119+ 0.07% |
$2.9K - $3.59K
|
167K
$5.6M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-6.6K- 2.23% |
$161K - $199K
|
290K
$9.74M
|
|
| Q1 2025 | |||||||
|
Aug 25, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
222+ 50.0% |
$5.73K - $6.33K
|
666
$22.4K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
591+ 20.55% |
$15.3K - $16.9K
|
3.47K
$116K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-65- 1.29% |
$1.68K - $1.85K
|
4.97K
$167K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
10New |
$258 - $285
|
10
$336
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.25K+ 14.02% |
$83.9K - $92.7K
|
26.4K
$888K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.08K- 0.78% |
$28K - $30.9K
|
137K
$4.6M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-1.18K- 12.56% |
$30.5K - $33.7K
|
8.23K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-9.54K- 23.43% |
$246K - $272K
|
31.2K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.17K- 21.58% |
$81.9K - $90.5K
|
11.5K
$387K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.33K+ 5.95% |
$34.2K - $37.8K
|
23.6K
$792K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.6KNew |
$222K - $245K
|
8.6K
$289K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-104- 58.76% |
$2.68K - $2.97K
|
73
$2.45K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-7.48K- 37.19% |
$193K - $213K
|
12.6K
$424K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100New |
$2.58K - $2.85K
|
100
$3.36K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
36New |
$929 - $1.03K
|
36
$1.21K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.47K+ 31.28% |
$89.6K - $99K
|
14.6K
$490K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-320- 0.4% |
$8.26K - $9.13K
|
78.7K
$2.64M
|
|