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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
51+ 0.71% |
$1.54K - $1.7K
|
7.24K
$243K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.6K+ 9.84% |
$48.1K - $53.3K
|
17.8K
$599K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.44K+ 12.47% |
$43.3K - $48K
|
13K
$436K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
15.4K+ 33.58% |
$464K - $513K
|
61.2K
$2.06M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-697- 5.21% |
$21K - $23.3K
|
12.7K
$426K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
135+ 0.92% |
$4.07K - $4.5K
|
14.9K
$499K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
849+ 109.27% |
$25.6K - $28.3K
|
1.63K
$54.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
4.53K+ 4.07% |
$137K - $151K
|
116K
$3.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-78.8K- 5.1% |
$2.37M - $2.63M
|
1.47M
$49.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
1.75K+ 19.65% |
$52.8K - $58.5K
|
10.7K
$359K
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
78.9K+ 3.95% |
$2.38M - $2.63M
|
2.08M
$69.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Marotta Asset Management
|
SELL
|
- |
-671- 0.43% |
$20.2K - $22.4K
|
155K
$5.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
770+ 0.69% |
$23.2K - $25.7K
|
112K
$3.76M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-782- 11.16% |
$23.6K - $26.1K
|
6.23K
$209K
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
SELL
|
- |
-165- 1.23% |
$4.97K - $5.51K
|
13.2K
$443K
|
|
|
Oct 16, 2025
Q3 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-132- 1.55% |
$3.98K - $4.4K
|
8.38K
$281K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
739New |
$22.3K - $24.7K
|
739
$24.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-25- 1.12% |
$753 - $834
|
2.21K
$74.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
28New |
$844 - $934
|
28
$941
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
532+ 3.81% |
$16K - $17.8K
|
14.5K
$487K
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
SELL
|
- |
-1.39K- 2.99% |
$41.8K - $46.3K
|
45K
$1.51M
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-406- 0.47% |
$12.2K - $13.5K
|
86.3K
$2.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-979- 1.57% |
$29.5K - $32.7K
|
61.3K
$2.06M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.6K+ 14.46% |
$438K - $486K
|
115K
$3.87M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
536+ 5.23% |
$16.1K - $17.9K
|
10.8K
$362K
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-3.72K- 1.86% |
$112K - $124K
|
196K
$6.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
6.49KNew |
$196K - $217K
|
6.49K
$218K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
SELL
|
- |
-1.56K- 77.53% |
$47K - $52.1K
|
452
$15.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.83K- 25.8% |
$85.3K - $94.5K
|
8.14K
$274K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
835+ 1.03% |
$25.2K - $27.9K
|
82.1K
$2.76M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.37K+ 20.65% |
$132K - $146K
|
25.5K
$858K
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-3.42K- 0.69% |
$103K - $114K
|
491K
$16.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
21K+ 8.13% |
$632K - $700K
|
279K
$9.37M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-490- 0.3% |
$14.8K - $16.4K
|
165K
$5.53M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-299- 2.62% |
$9.01K - $9.98K
|
11.1K
$373K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.14K- 25.2% |
$34.4K - $38.1K
|
3.39K
$114K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-55.1K- 58.82% |
$1.66M - $1.84M
|
38.6K
$1.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-721- 1.7% |
$21.7K - $24.1K
|
41.6K
$1.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
63+ 0.14% |
$1.9K - $2.1K
|
45.6K
$1.53M
|
|
|
Oct 14, 2025
Q3 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-2.31K- 2.21% |
$69.6K - $77.1K
|
102K
$3.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.2K- 98.04% |
$96.4K - $107K
|
64
$2.15K
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-12.9K- 1.09% |
$388K - $430K
|
1.16M
$39.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
6.61KNew |
$199K - $221K
|
6.61K
$222K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
317+ 0.2% |
$9.55K - $10.6K
|
161K
$5.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.8K- 3.49% |
$115K - $127K
|
105K
$3.53M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
200New |
$6.03K - $6.67K
|
200
$6.72K
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-73- 0.77% |
$2.2K - $2.44K
|
9.35K
$314K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-185- 1.43% |
$5.57K - $6.17K
|
12.8K
$430K
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-3- 0.03% |
$90.4 - $100
|
9.2K
$309K
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7.8KNew |
$235K - $260K
|
7.8K
$262K
|