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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.81K+ 1.35% |
$44.2K - $54.7K
|
136K
$4.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-16.1K- 33.19% |
$393K - $486K
|
32.4K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
20.1KNew |
$491K - $608K
|
20.1K
$633K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-505- 23.83% |
$12.3K - $15.2K
|
1.61K
$50.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1K- 4.7% |
$24.4K - $30.2K
|
20.3K
$637K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
2.19K+ 1.54% |
$53.4K - $66.2K
|
145K
$4.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-28.7K- 51.41% |
$700K - $867K
|
27.1K
$853K
|
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-3.12K- 10.72% |
$76.1K - $94.2K
|
26K
$818K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-55.6K- 11.24% |
$1.36M - $1.68M
|
439K
$13.8M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
439+ 2.81% |
$10.7K - $13.2K
|
16K
$504K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
329K+ 71480.22% |
$8.02M - $9.92M
|
329K
$10.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-45- 0.19% |
$1.1K - $1.36K
|
24.2K
$760K
|
|
|
Aug 12, 2025
Q2 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
37.3K+ 348.39% |
$908K - $1.12M
|
47.9K
$1.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-260- 2.05% |
$6.34K - $7.85K
|
12.4K
$391K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-14.2K- 4.71% |
$347K - $430K
|
288K
$9.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
7.54KNew |
$184K - $227K
|
7.54K
$237K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
10+ 0.06% |
$244 - $302
|
15.6K
$491K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
667+ 1802.7% |
$16.3K - $20.1K
|
704
$22.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
6.82K+ 9.89% |
$166K - $206K
|
75.8K
$2.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6.07K- 0.82% |
$148K - $183K
|
733K
$23M
|
|
|
Aug 12, 2025
Q2 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-816- 0.5% |
$19.9K - $24.6K
|
161K
$5.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
SELL
|
- |
-8.25K- 3.52% |
$201K - $249K
|
226K
$7.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-32.4K- 39.84% |
$790K - $978K
|
48.9K
$1.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.51K+ 16.37% |
$61.1K - $75.7K
|
17.8K
$561K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
109K+ 1436.88% |
$2.66M - $3.29M
|
116K
$3.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
693+ 1.37% |
$16.9K - $20.9K
|
51.2K
$1.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-34.2K- 18.13% |
$833K - $1.03M
|
154K
$4.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-271- 2.3% |
$6.61K - $8.18K
|
11.5K
$361K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.05K+ 1.34% |
$25.6K - $31.7K
|
79.3K
$2.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
158+ 1.51% |
$3.85K - $4.77K
|
10.6K
$335K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
286K+ 2.91% |
$6.98M - $8.64M
|
10.1M
$319M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
14.5KNew |
$354K - $438K
|
14.5K
$456K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-5.3K- 27.04% |
$129K - $160K
|
14.3K
$449K
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
19.3K+ 52.09% |
$471K - $584K
|
56.5K
$1.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.33K- 4.34% |
$130K - $161K
|
117K
$3.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
233New |
$5.68K - $7.03K
|
233
$7.33K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
60.3K+ 281.17% |
$1.47M - $1.82M
|
81.7K
$2.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-450- 1.17% |
$11K - $13.6K
|
38.1K
$1.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-158- 0.94% |
$3.85K - $4.77K
|
16.7K
$524K
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.8K+ 24.2% |
$606K - $750K
|
127K
$4.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2+ 0.02% |
$48.8 - $60.4
|
8.85K
$278K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
85KNew |
$2.07M - $2.56M
|
85K
$2.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1.07KNew |
$26.1K - $32.3K
|
1.07K
$33.7K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.3K- 10.58% |
$325K - $403K
|
113K
$3.55M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-29- 0.16% |
$707 - $875
|
18.2K
$572K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
7.5KNew |
$183K - $226K
|
7.5K
$236K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-3.12K- 17.67% |
$76.2K - $94.3K
|
14.6K
$458K
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.28K- 1.81% |
$80.1K - $99.1K
|
179K
$5.62M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.25KNew |
$177K - $219K
|
7.25K
$228K
|