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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3.54K- 2.21% |
$86.2K - $107K
|
156K
$4.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-293- 1.94% |
$7.14K - $8.84K
|
14.8K
$460K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-365- 2.23% |
$8.9K - $11K
|
16K
$495K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
23+ 12.99% |
$561 - $694
|
200
$6.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 0.08% |
$97.5 - $121
|
4.94K
$153K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
4.84K+ 3.19% |
$118K - $146K
|
156K
$4.85M
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
273+ 2.77% |
$6.66K - $8.24K
|
10.1K
$314K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
119+ 0.07% |
$2.9K - $3.59K
|
167K
$5.17M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-6.6K- 2.23% |
$161K - $199K
|
290K
$8.98M
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-159- 0.49% |
$3.88K - $4.8K
|
32.1K
$995K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-51.4K- 24.85% |
$1.25M - $1.55M
|
155K
$4.81M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.32K- 1.58% |
$32.3K - $39.9K
|
82.3K
$2.55M
|
|
| Q1 2025 | |||||||
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
591+ 20.55% |
$15.3K - $16.9K
|
3.47K
$107K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-65- 1.29% |
$1.68K - $1.85K
|
4.97K
$154K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-217K- 46.34% |
$5.6M - $6.19M
|
251K
$7.78M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
933+ 6.01% |
$24.1K - $26.6K
|
16.5K
$510K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-61- 0.47% |
$1.57K - $1.74K
|
12.9K
$399K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.15K+ 1.13% |
$29.6K - $32.7K
|
103K
$3.18M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-134K- 10.16% |
$3.45M - $3.82M
|
1.18M
$36.7M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.73K- 0.69% |
$44.7K - $49.4K
|
248K
$7.67M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-250- 1.1% |
$6.45K - $7.13K
|
22.5K
$696K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
69.6KNew |
$1.8M - $1.99M
|
69.6K
$2.16M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.65K- 5.03% |
$94.2K - $104K
|
68.9K
$2.14M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
108K+ 3.11% |
$2.8M - $3.09M
|
3.59M
$111M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
7.64KNew |
$197K - $218K
|
7.64K
$237K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
10New |
$258 - $285
|
10
$310
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2.47K- 2.05% |
$63.8K - $70.5K
|
118K
$3.65M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-7.1K- 16.63% |
$183K - $203K
|
35.6K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.85K- 37.09% |
$47.9K - $52.9K
|
3.14K
$97.4K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.72K+ 39.54% |
$148K - $163K
|
20.2K
$626K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
9.36KNew |
$242K - $267K
|
9.36K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-405K- 52.04% |
$10.5M - $11.6M
|
373K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
69KNew |
$1.78M - $1.97M
|
69K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
368K+ 99.19% |
$9.5M - $10.5M
|
739K
$22.9M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.25K+ 14.02% |
$83.9K - $92.7K
|
26.4K
$819K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.79K+ 21.68% |
$97.8K - $108K
|
21.3K
$659K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-24K- 38.58% |
$619K - $684K
|
38.2K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.29K- 5.43% |
$84.9K - $93.8K
|
57.3K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-16.5K- 5.26% |
$425K - $469K
|
296K
$9.18M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
306K+ 168.54% |
$7.89M - $8.71M
|
487K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-190K- 44.49% |
$4.91M - $5.43M
|
238K
$7.36M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
53.3K+ 2.73% |
$1.38M - $1.52M
|
2M
$62.1M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
6.83K+ 51.83% |
$176K - $195K
|
20K
$620K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.08K- 0.78% |
$28K - $30.9K
|
137K
$4.25M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-1.18K- 12.56% |
$30.5K - $33.7K
|
8.23K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-5.39K- 4.64% |
$139K - $154K
|
111K
$3.43M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.48K- 18.92% |
$142K - $156K
|
23.5K
$728K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-9.54K- 23.43% |
$246K - $272K
|
31.2K
$965K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
49.5KNew |
$1.28M - $1.41M
|
49.5K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
65.7KNew |
$1.69M - $1.87M
|
65.7K
$2.03M
|
|