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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-1.8K- 10.06% |
$46.5K - $51.3K
|
16.1K
$541K
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
8.63K+ 1178.28% |
$223K - $246K
|
9.36K
$314K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.22K- 5.96% |
$57.3K - $63.4K
|
35.1K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
695+ 3.67% |
$17.9K - $19.8K
|
19.6K
$660K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
62New |
$1.6K - $1.77K
|
62
$2.08K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
708+ 8.38% |
$18.3K - $20.2K
|
9.15K
$308K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-150- 0.63% |
$3.87K - $4.28K
|
23.8K
$799K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$25.8 - $28.5
|
1
$33.6
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
23.3K+ 15.24% |
$601K - $664K
|
176K
$5.92M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
6.02K+ 33.2% |
$155K - $172K
|
24.2K
$812K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-1.42K- 7.11% |
$36.6K - $40.4K
|
18.5K
$622K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
323K+ 63.5% |
$8.34M - $9.22M
|
832K
$28M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
8.12KNew |
$210K - $232K
|
8.12K
$273K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
43+ 51.81% |
$1.11K - $1.23K
|
126
$4.23K
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
BUY
|
- |
1.44K+ 3.34% |
$37.1K - $41K
|
44.4K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-2.26K- 19.28% |
$58.4K - $64.5K
|
9.47K
$318K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.03K- 6.3% |
$26.5K - $29.2K
|
15.2K
$512K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-449- 35.89% |
$11.6K - $12.8K
|
802
$26.9K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
50New |
$1.29K - $1.43K
|
50
$1.68K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-35.3K- 36.33% |
$912K - $1.01M
|
61.9K
$2.08M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-19- 5.6% |
$490 - $542
|
320
$10.8K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
92New |
$2.37K - $2.62K
|
92
$3.09K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
8.92KNew |
$230K - $254K
|
8.92K
$300K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
309+ 1.54% |
$7.98K - $8.81K
|
20.4K
$685K
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-6.86K- 29.74% |
$177K - $196K
|
16.2K
$544K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
129New |
$3.33K - $3.68K
|
129
$4.33K
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
9.64KNew |
$249K - $275K
|
9.64K
$324K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-148- 0.46% |
$3.82K - $4.22K
|
31.7K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
620+ 1.14% |
$16K - $17.7K
|
55.1K
$1.85M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-500- 3.28% |
$12.9K - $14.3K
|
14.7K
$495K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.37K- 76.67% |
$61.1K - $67.6K
|
721
$24.2K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
10.1KNew |
$260K - $287K
|
10.1K
$338K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1- 1.19% |
$25.8 - $28.5
|
83
$2.79K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-15- 3.05% |
$387 - $428
|
477
$16K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-38- 0.42% |
$981 - $1.08K
|
8.91K
$299K
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-9.09K- 11.47% |
$235K - $259K
|
70.2K
$2.36M
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
517New |
$13.3K - $14.7K
|
517
$17.4K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.69K+ 3.22% |
$43.7K - $48.3K
|
54.2K
$1.82M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-647- 3.51% |
$16.7K - $18.5K
|
17.8K
$597K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
516+ 5.68% |
$13.3K - $14.7K
|
9.6K
$322K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
77+ 97.47% |
$1.99K - $2.2K
|
156
$5.24K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
27.5KNew |
$710K - $785K
|
27.5K
$924K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
218+ 93.16% |
$5.63K - $6.22K
|
452
$15.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
76New |
$1.96K - $2.17K
|
76
$2.55K
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
8.17KNew |
$211K - $233K
|
8.17K
$275K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
800New |
$20.6K - $22.8K
|
800
$26.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
59New |
$1.52K - $1.68K
|
59
$1.98K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-3.24K- 1.15% |
$83.7K - $92.5K
|
278K
$9.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.03K- 64.12% |
$52.5K - $58K
|
1.14K
$38.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
141+ 42.22% |
$3.64K - $4.02K
|
475
$16K
|