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 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-61.5K- 2.65% |
$1.5M - $1.86M
|
2.26M
$68.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
7.51KNew |
$183K - $227K
|
7.51K
$227K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.26KNew |
$79.6K - $98.5K
|
3.26K
$98.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.21K+ 6.43% |
$53.9K - $66.7K
|
36.6K
$1.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
488New |
$11.9K - $14.7K
|
488
$14.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
2.91K+ 22.62% |
$71K - $87.9K
|
15.8K
$477K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-118- 0.84% |
$2.88K - $3.56K
|
14K
$422K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
39.5KNew |
$962K - $1.19M
|
39.5K
$1.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-3.74K- 28.87% |
$91.1K - $113K
|
9.21K
$278K
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
80.9K+ 4.33% |
$1.97M - $2.44M
|
1.95M
$59M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
13.5K+ 14.78% |
$329K - $407K
|
105K
$3.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-27.6K- 8.67% |
$673K - $833K
|
291K
$8.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.47K- 13.09% |
$35.9K - $44.4K
|
9.78K
$295K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
2.81K+ 27.68% |
$68.4K - $84.7K
|
12.9K
$391K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-10K- 30.3% |
$245K - $303K
|
23.1K
$699K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-2.52K- 3.15% |
$61.4K - $76K
|
77.5K
$2.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
686+ 8.81% |
$16.7K - $20.7K
|
8.47K
$256K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.07K- 9.83% |
$26.1K - $32.3K
|
9.82K
$297K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.75K+ 33.68% |
$67.1K - $83.1K
|
10.9K
$330K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
41+ 0.35% |
$1K - $1.24K
|
11.7K
$352K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
32.6K+ 2.32% |
$795K - $985K
|
1.44M
$43.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.05K- 20.6% |
$98.8K - $122K
|
15.6K
$472K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
SELL
|
- |
-8.04K- 14.76% |
$196K - $243K
|
46.4K
$1.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
21.9KNew |
$534K - $661K
|
21.9K
$662K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12+ 0.02% |
$293 - $362
|
60.6K
$1.83M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
672+ 0.28% |
$16.4K - $20.3K
|
241K
$7.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
6.72K+ 0.44% |
$164K - $203K
|
1.53M
$46.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.95K+ 17.88% |
$169K - $210K
|
45.8K
$1.39M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-19.9K- 4.64% |
$486K - $601K
|
409K
$12.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-651- 3.63% |
$15.9K - $19.6K
|
17.3K
$523K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
351+ 3.72% |
$8.56K - $10.6K
|
9.8K
$296K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3.54K- 2.21% |
$86.2K - $107K
|
156K
$4.72M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-293- 1.94% |
$7.14K - $8.84K
|
14.8K
$449K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-365- 2.23% |
$8.9K - $11K
|
16K
$483K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
23+ 12.99% |
$561 - $694
|
200
$6.05K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 0.08% |
$97.5 - $121
|
4.94K
$149K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
4.84K+ 3.19% |
$118K - $146K
|
156K
$4.73M
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
273+ 2.77% |
$6.66K - $8.24K
|
10.1K
$307K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
119+ 0.07% |
$2.9K - $3.59K
|
167K
$5.04M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-6.6K- 2.23% |
$161K - $199K
|
290K
$8.76M
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-159- 0.49% |
$3.88K - $4.8K
|
32.1K
$971K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-51.4K- 24.85% |
$1.25M - $1.55M
|
155K
$4.7M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.32K- 1.58% |
$32.3K - $39.9K
|
82.3K
$2.49M
|
|
| Q1 2025 | |||||||
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
591+ 20.55% |
$15.3K - $16.9K
|
3.47K
$105K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-65- 1.29% |
$1.68K - $1.85K
|
4.97K
$150K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-217K- 46.34% |
$5.6M - $6.19M
|
251K
$7.6M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
933+ 6.01% |
$24.1K - $26.6K
|
16.5K
$498K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-61- 0.47% |
$1.57K - $1.74K
|
12.9K
$389K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.15K+ 1.13% |
$29.6K - $32.7K
|
103K
$3.1M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-134K- 10.16% |
$3.45M - $3.82M
|
1.18M
$35.8M
|
|