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 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-17.1K- 20.93% |
$442K - $488K
|
64.6K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.03K+ 3.87% |
$104K - $115K
|
108K
$3.27M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.07K- 1.12% |
$27.6K - $30.5K
|
93.9K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
420+ 2.26% |
$10.8K - $12K
|
19K
$574K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
9.02K+ 11.2% |
$233K - $257K
|
89.5K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-123K- 6.62% |
$3.18M - $3.52M
|
1.74M
$52.6M
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-16.5K- 59.22% |
$426K - $471K
|
11.4K
$344K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.46K+ 29.84% |
$167K - $184K
|
28.1K
$849K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-6.99K- 6.87% |
$180K - $199K
|
94.8K
$2.87M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-7.48K- 37.19% |
$193K - $213K
|
12.6K
$382K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
10+ 0.04% |
$258 - $285
|
22.7K
$687K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.19K+ 18.45% |
$56.5K - $62.5K
|
14.1K
$425K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
129+ 0.99% |
$3.33K - $3.68K
|
13.2K
$398K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-48.1K- 65.42% |
$1.24M - $1.37M
|
25.4K
$769K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
7.5K+ 163.04% |
$194K - $214K
|
12.1K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-355K- 1.74% |
$9.18M - $10.1M
|
20.1M
$607M
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-240- 2.8% |
$6.19K - $6.84K
|
8.33K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
2.85K+ 26.9% |
$73.5K - $81.3K
|
13.4K
$406K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
7.77K+ 9.15% |
$201K - $222K
|
92.7K
$2.8M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100New |
$2.58K - $2.85K
|
100
$3.02K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
36New |
$929 - $1.03K
|
36
$1.09K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-43- 0.13% |
$1.11K - $1.23K
|
32.2K
$972K
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
6.05K+ 9.75% |
$156K - $173K
|
68.1K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2.22K- 4.46% |
$57.2K - $63.2K
|
47.5K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.62K- 31.35% |
$145K - $160K
|
12.3K
$372K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.47K+ 31.28% |
$89.6K - $99K
|
14.6K
$440K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
16.9K+ 11.57% |
$435K - $481K
|
163K
$4.91M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
759+ 1.59% |
$19.6K - $21.6K
|
48.6K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.39K- 13.12% |
$36K - $39.7K
|
9.22K
$279K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8.1K+ 168.18% |
$209K - $231K
|
12.9K
$390K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-320- 0.4% |
$8.26K - $9.13K
|
78.7K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
45New |
$1.16K - $1.28K
|
45
$1.36K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
284K+ 671.03% |
$7.34M - $8.11M
|
327K
$9.87M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-155K- 94.94% |
$4M - $4.42M
|
8.25K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-2.23K- 2.07% |
$57.5K - $63.5K
|
106K
$3.19M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.27K+ 24.75% |
$136K - $150K
|
26.6K
$803K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.56K+ 5.28% |
$195K - $216K
|
151K
$4.56M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-3.71K- 12.34% |
$95.8K - $106K
|
26.4K
$797K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-82- 54.67% |
$2.12K - $2.34K
|
68
$2.06K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
50.7K+ 5.63% |
$1.31M - $1.45M
|
952K
$28.8M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
600+ 5.95% |
$15.5K - $17.1K
|
10.7K
$323K
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-750- 2.35% |
$19.4K - $21.4K
|
31.1K
$941K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.6KNew |
$299K - $331K
|
11.6K
$351K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.2K+ 1.14% |
$574K - $634K
|
1.98M
$59.8M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-317K- 95.92% |
$8.18M - $9.03M
|
13.5K
$407K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-1.2K- 6.15% |
$31K - $34.2K
|
18.3K
$553K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
128K+ 21.12% |
$3.3M - $3.65M
|
734K
$22.2M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10.6K+ 93.57% |
$273K - $302K
|
21.9K
$661K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
10.4K+ 120.63% |
$269K - $298K
|
19.1K
$577K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-787- 2.22% |
$20.3K - $22.4K
|
34.7K
$1.05M
|