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 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
8.17KNew |
$211K - $233K
|
8.17K
$226K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.56K+ 20.73% |
$40.2K - $44.5K
|
9.08K
$251K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-273- 85.05% |
$7.05K - $7.79K
|
48
$1.33K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-389- 3.66% |
$10K - $11.1K
|
10.2K
$283K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
232New |
$5.99K - $6.62K
|
232
$6.41K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-20.7K- 6.54% |
$535K - $591K
|
297K
$8.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
52+ 0.1% |
$1.34K - $1.48K
|
50.3K
$1.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
5K+ 42.37% |
$129K - $143K
|
16.8K
$464K
|
|
|
Apr 22, 2025
Q1 2025
|
Gpwm LLC
|
BUY
|
- |
10+ 9.52% |
$258 - $285
|
115
$3.18K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
44New |
$1.14K - $1.25K
|
44
$1.22K
|
|
|
Apr 22, 2025
Q1 2025
|
Flower City Capital
|
BUY
|
- |
7.27KNew |
$188K - $207K
|
7.27K
$201K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.39K+ 2.55% |
$191K - $211K
|
297K
$8.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
84.4K+ 881.87% |
$2.18M - $2.41M
|
94K
$2.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
44.8KNew |
$1.16M - $1.28M
|
44.8K
$1.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-130- 1.02% |
$3.36K - $3.71K
|
12.6K
$348K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.7K- 2.67% |
$121K - $134K
|
172K
$4.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.34K- 7.02% |
$34.5K - $38.1K
|
17.7K
$489K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
240New |
$6.19K - $6.84K
|
240
$6.63K
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
791+ 0.4% |
$20.4K - $22.6K
|
197K
$5.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.35K- 6.81% |
$86.4K - $95.5K
|
45.8K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-195- 0.28% |
$5.03K - $5.56K
|
68.3K
$1.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.01K+ 1.69% |
$26.1K - $28.8K
|
60.7K
$1.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
658+ 3.3% |
$17K - $18.8K
|
20.6K
$568K
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.01K- 5.6% |
$26.1K - $28.9K
|
17.1K
$471K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-23.7K- 20.86% |
$612K - $676K
|
89.9K
$2.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
13.3K+ 1.18% |
$342K - $378K
|
1.14M
$31.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
357+ 4.2% |
$9.21K - $10.2K
|
8.87K
$245K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.23KNew |
$31.7K - $35K
|
1.23K
$33.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-318- 0.83% |
$8.21K - $9.07K
|
38.2K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
147+ 25.79% |
$3.79K - $4.19K
|
717
$19.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
602+ 6.66% |
$15.5K - $17.2K
|
9.64K
$266K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-93- 4.43% |
$2.4K - $2.65K
|
2K
$55.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
9.29K+ 0.61% |
$240K - $265K
|
1.52M
$42.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-945- 54.88% |
$24.4K - $27K
|
777
$21.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.8K- 2.59% |
$46.5K - $51.3K
|
67.8K
$1.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-31- 0.19% |
$800 - $884
|
16.2K
$447K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-246- 0.34% |
$6.35K - $7.02K
|
73.1K
$2.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-360- 3.91% |
$9.29K - $10.3K
|
8.85K
$244K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
75.6KNew |
$1.95M - $2.16M
|
75.6K
$2.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.71K- 0.67% |
$44.1K - $48.7K
|
255K
$7.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-499- 1.7% |
$12.9K - $14.2K
|
28.9K
$799K
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-254- 48.85% |
$6.56K - $7.24K
|
266
$7.35K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-446- 0.93% |
$11.5K - $12.7K
|
47.3K
$1.31M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
36+ 0.28% |
$929 - $1.03K
|
13K
$358K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.9K- 63.47% |
$49K - $54.2K
|
1.09K
$30.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-10.7K- 53.94% |
$276K - $306K
|
9.15K
$253K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.4K- 1.55% |
$36.2K - $40K
|
89.4K
$2.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-40- 0.09% |
$1.03K - $1.14K
|
45.3K
$1.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-689- 3.62% |
$17.8K - $19.7K
|
18.3K
$506K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.64K- 1.95% |
$68K - $75.2K
|
132K
$3.66M
|