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 27, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-1.64K- 10.92% |
$42.3K - $46.7K
|
13.4K
$404K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.73K- 0.69% |
$44.7K - $49.4K
|
248K
$7.48M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-250- 1.1% |
$6.45K - $7.13K
|
22.5K
$679K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
69.6KNew |
$1.8M - $1.99M
|
69.6K
$2.1M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.65K- 5.03% |
$94.2K - $104K
|
68.9K
$2.08M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
28.9KNew |
$746K - $824K
|
28.9K
$874K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
28.9KNew |
$746K - $824K
|
28.9K
$874K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
855+ 106.88% |
$22.1K - $24.4K
|
1.66K
$50K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
108K+ 3.11% |
$2.8M - $3.09M
|
3.59M
$108M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
7.64KNew |
$197K - $218K
|
7.64K
$231K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
10New |
$258 - $285
|
10
$302
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2.47K- 2.05% |
$63.8K - $70.5K
|
118K
$3.57M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-7.1K- 16.63% |
$183K - $203K
|
35.6K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.85K- 37.09% |
$47.9K - $52.9K
|
3.14K
$95K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.72K+ 39.54% |
$148K - $163K
|
20.2K
$611K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
9.36KNew |
$242K - $267K
|
9.36K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-158- 0.75% |
$4.08K - $4.51K
|
20.9K
$632K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-405K- 52.04% |
$10.5M - $11.6M
|
373K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
69KNew |
$1.78M - $1.97M
|
69K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
368K+ 99.19% |
$9.5M - $10.5M
|
739K
$22.3M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.25K+ 14.02% |
$83.9K - $92.7K
|
26.4K
$799K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.79K+ 21.68% |
$97.8K - $108K
|
21.3K
$643K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-24K- 38.58% |
$619K - $684K
|
38.2K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.29K- 5.43% |
$84.9K - $93.8K
|
57.3K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-16.5K- 5.26% |
$425K - $469K
|
296K
$8.95M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
306K+ 168.54% |
$7.89M - $8.71M
|
487K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-9.31K- 20.9% |
$240K - $265K
|
35.2K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.66K+ 3.38% |
$42.7K - $47.2K
|
50.6K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-190K- 44.49% |
$4.91M - $5.43M
|
238K
$7.18M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
53.3K+ 2.73% |
$1.38M - $1.52M
|
2M
$60.6M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
6.83K+ 51.83% |
$176K - $195K
|
20K
$605K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.08K- 0.78% |
$28K - $30.9K
|
137K
$4.14M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-1.18K- 12.56% |
$30.5K - $33.7K
|
8.23K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-5.39K- 4.64% |
$139K - $154K
|
111K
$3.35M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.48K- 18.92% |
$142K - $156K
|
23.5K
$710K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-9.54K- 23.43% |
$246K - $272K
|
31.2K
$942K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
49.5KNew |
$1.28M - $1.41M
|
49.5K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
65.7KNew |
$1.69M - $1.87M
|
65.7K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.17K- 21.58% |
$81.9K - $90.5K
|
11.5K
$349K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-32.9K- 18.69% |
$849K - $939K
|
143K
$4.33M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.33K+ 5.95% |
$34.2K - $37.8K
|
23.6K
$713K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.83K+ 23.05% |
$47.3K - $52.3K
|
9.79K
$296K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-104K- 6.85% |
$2.68M - $2.96M
|
1.41M
$42.6M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
111K+ 7.01% |
$2.86M - $3.16M
|
1.69M
$51.2M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-992- 4.57% |
$25.6K - $28.3K
|
20.7K
$626K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.6KNew |
$222K - $245K
|
8.6K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-104- 58.76% |
$2.68K - $2.97K
|
73
$2.21K
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-4.07K- 32.62% |
$105K - $116K
|
8.4K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
9.25KNew |
$239K - $264K
|
9.25K
$280K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
10.3KNew |
$265K - $292K
|
10.3K
$310K
|