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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.77K- 0.55% |
$47.1K - $53.4K
|
322K
$9.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.78K+ 1.5% |
$260K - $296K
|
663K
$18.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-499- 2.82% |
$13.3K - $15.1K
|
17.2K
$481K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-26.4K- 54.88% |
$703K - $798K
|
21.7K
$607K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.8K- 3.38% |
$474K - $538K
|
509K
$14.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
110+ 0.49% |
$2.93K - $3.33K
|
22.8K
$636K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-7.42K- 3.73% |
$198K - $224K
|
192K
$5.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-163- 5.36% |
$4.34K - $4.93K
|
2.88K
$80.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.03K+ 27.67% |
$134K - $152K
|
23.2K
$649K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
46New |
$1.22K - $1.39K
|
46
$1.29K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
782+ 4600.0% |
$20.8K - $23.6K
|
799
$22.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.05K+ 5.24% |
$27.8K - $31.6K
|
21K
$587K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.76K- 2.3% |
$233K - $265K
|
371K
$10.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
774+ 0.47% |
$20.6K - $23.4K
|
166K
$4.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
59+ 1.03% |
$1.57K - $1.78K
|
5.81K
$162K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
70+ 50.36% |
$1.86K - $2.12K
|
209
$5.85K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.17KNew |
$84.5K - $95.9K
|
3.17K
$88.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
652+ 6.24% |
$17.4K - $19.7K
|
11.1K
$310K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
32+ 3.55% |
$852 - $967
|
933
$26.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
1.3K+ 7.53% |
$34.6K - $39.3K
|
18.6K
$519K
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
155K+ 44.86% |
$4.12M - $4.68M
|
500K
$14M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
238+ 2.99% |
$6.34K - $7.19K
|
8.19K
$229K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
6.91K+ 1.4% |
$184K - $209K
|
501K
$14M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
45+ 0.12% |
$1.2K - $1.36K
|
36.7K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.34K+ 8.2% |
$35.6K - $40.4K
|
17.6K
$493K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-665- 2.55% |
$17.7K - $20.1K
|
25.5K
$712K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
2.37KNew |
$63.1K - $71.7K
|
2.37K
$66.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
779KNew |
$20.7M - $23.5M
|
779K
$21.8M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
29.1KNew |
$774K - $878K
|
29.1K
$813K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
3+ 0.04% |
$79.9 - $90.7
|
7.96K
$223K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
201+ 1.26% |
$5.35K - $6.08K
|
16.2K
$452K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.35K+ 132.91% |
$35.8K - $40.7K
|
2.36K
$65.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
22.9KNew |
$609K - $691K
|
22.9K
$639K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.21K- 7.08% |
$85.5K - $97K
|
42.1K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.06K- 5.6% |
$28.3K - $32.2K
|
17.9K
$501K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-4.11K- 90.66% |
$109K - $124K
|
423
$11.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
83.7K+ 7.13% |
$2.23M - $2.53M
|
1.26M
$35.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-101K- 4.14% |
$2.68M - $3.04M
|
2.33M
$65.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-6.72K- 6.83% |
$179K - $203K
|
91.7K
$2.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
189+ 6.37% |
$5.03K - $5.71K
|
3.16K
$88.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
984+ 5788.24% |
$26.2K - $29.7K
|
1K
$28K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2.05KNew |
$54.5K - $61.9K
|
2.05K
$57.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
58+ 232.0% |
$1.54K - $1.75K
|
83
$2.32K
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
BUY
|
- |
575+ 62.84% |
$15.3K - $17.4K
|
1.49K
$41.7K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
92+ 0.1% |
$2.45K - $2.78K
|
88.1K
$2.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
15.1K+ 5.74% |
$403K - $457K
|
279K
$7.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.21K+ 6.0% |
$58.8K - $66.8K
|
39K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.11K+ 1.1% |
$109K - $124K
|
378K
$10.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7.84KNew |
$209K - $237K
|
7.84K
$219K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.35KNew |
$36.1K - $40.9K
|
1.35K
$37.9K
|