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 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-300- 3.36% |
$7.74K - $8.56K
|
8.62K
$238K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
8.55K+ 5.47% |
$221K - $244K
|
165K
$4.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-90- 0.08% |
$2.32K - $2.57K
|
111K
$3.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
8.6K+ 3.82% |
$222K - $245K
|
233K
$6.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-1.69K- 3.31% |
$43.5K - $48.1K
|
49.2K
$1.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-13.5K- 62.1% |
$348K - $385K
|
8.24K
$228K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-995- 2.84% |
$25.7K - $28.4K
|
34K
$939K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
335+ 99.11% |
$8.65K - $9.55K
|
673
$18.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
15.6K+ 5.14% |
$402K - $444K
|
318K
$8.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
16.4K+ 4.09% |
$424K - $468K
|
418K
$11.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
7.79KNew |
$201K - $222K
|
7.79K
$215K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
1.63K+ 0.68% |
$42.1K - $46.5K
|
240K
$6.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.03K- 7.03% |
$26.6K - $29.4K
|
13.6K
$376K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
54.1K+ 9.69% |
$1.4M - $1.54M
|
612K
$16.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
716+ 4.16% |
$18.5K - $20.4K
|
17.9K
$495K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.97K+ 8.3% |
$76.8K - $84.8K
|
38.8K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
424+ 0.7% |
$10.9K - $12.1K
|
60.8K
$1.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
1.26K+ 11.26% |
$32.4K - $35.8K
|
12.4K
$343K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.4K+ 3.0% |
$293K - $324K
|
390K
$10.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
12.9KNew |
$332K - $367K
|
12.9K
$356K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-9.31K- 21.92% |
$240K - $266K
|
33.2K
$916K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
15New |
$387 - $428
|
15
$414
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-10.7K- 10.53% |
$277K - $306K
|
91.3K
$2.52M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
23.2KNew |
$599K - $662K
|
23.2K
$641K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.54KNew |
$39.8K - $44K
|
1.54K
$42.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.24KNew |
$213K - $235K
|
8.24K
$228K
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.69K+ 7.58% |
$43.5K - $48.1K
|
23.9K
$661K
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
135+ 1.39% |
$3.48K - $3.85K
|
9.87K
$272K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-865- 93.31% |
$22.3K - $24.7K
|
62
$1.71K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
16+ 9.94% |
$413 - $456
|
177
$4.89K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-320- 45.39% |
$8.26K - $9.13K
|
385
$10.6K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-782- 1.34% |
$20.2K - $22.3K
|
57.6K
$1.59M
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
645+ 2.04% |
$16.6K - $18.4K
|
32.3K
$891K
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
516+ 0.45% |
$13.3K - $14.7K
|
115K
$3.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.16K+ 6.04% |
$55.8K - $61.7K
|
38K
$1.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
927+ 8.67% |
$23.9K - $26.4K
|
11.6K
$321K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-454- 25.06% |
$11.7K - $12.9K
|
1.36K
$37.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
542+ 2.88% |
$14K - $15.5K
|
19.4K
$534K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-6.98K- 7.71% |
$180K - $199K
|
83.6K
$2.31M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
715+ 5.99% |
$18.5K - $20.4K
|
12.7K
$349K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.67K+ 1.01% |
$43.1K - $47.6K
|
167K
$4.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.08K- 3.05% |
$27.9K - $30.8K
|
34.4K
$949K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-779- 13.64% |
$20.1K - $22.2K
|
4.93K
$136K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
16.7K+ 8.77% |
$430K - $475K
|
207K
$5.71M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-635- 3.74% |
$16.4K - $18.1K
|
16.3K
$451K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-77.4K- 83.46% |
$2.06M - $2.34M
|
15.3K
$424K
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
18.9KNew |
$504K - $573K
|
18.9K
$523K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-765- 4.94% |
$20.4K - $23.1K
|
14.7K
$406K
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
20.1KNew |
$535K - $607K
|
20.1K
$555K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
584New |
$15.6K - $17.7K
|
584
$16.1K
|
|