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 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.8K- 2.27% |
$46.4K - $51.3K
|
77.3K
$2.34M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.4K+ 25.12% |
$62K - $68.5K
|
12K
$362K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.98K+ 3.47% |
$206K - $228K
|
238K
$7.2M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-748- 6.78% |
$19.3K - $21.3K
|
10.3K
$311K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12.2KNew |
$316K - $349K
|
12.2K
$370K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.71K- 2.08% |
$173K - $191K
|
315K
$9.53M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-23.2K- 14.65% |
$598K - $661K
|
135K
$4.08M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.1K+ 1.38% |
$106K - $117K
|
302K
$9.13M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-679K- 91.41% |
$17.5M - $19.4M
|
63.9K
$1.93M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-228- 0.87% |
$5.88K - $6.5K
|
26K
$786K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-9.87K- 5.15% |
$255K - $281K
|
182K
$5.5M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-1.8K- 10.06% |
$46.5K - $51.3K
|
16.1K
$487K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-88- 0.26% |
$2.27K - $2.51K
|
33.4K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
4.21K+ 16.53% |
$109K - $120K
|
29.7K
$897K
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
3.29K+ 3.99% |
$84.9K - $93.8K
|
85.8K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
4.73K+ 4.11% |
$122K - $135K
|
120K
$3.63M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
41.7KNew |
$1.08M - $1.19M
|
41.7K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-48.5K- 14.72% |
$1.25M - $1.38M
|
281K
$8.49M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-37- 50.0% |
$955 - $1.06K
|
37
$1.12K
|
|
|
May 14, 2025
Q1 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-2.89K- 5.47% |
$74.6K - $82.4K
|
49.9K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
529+ 534.34% |
$13.7K - $15.1K
|
628
$19K
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
8.63K+ 1178.28% |
$223K - $246K
|
9.36K
$283K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.22K- 5.96% |
$57.3K - $63.4K
|
35.1K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-466- 2.31% |
$12K - $13.3K
|
19.7K
$596K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.57K- 15.77% |
$40.6K - $44.8K
|
8.4K
$254K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-445- 1.14% |
$11.5K - $12.7K
|
38.6K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.2K- 2.77% |
$30.9K - $34.1K
|
42K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
311K+ 83.69% |
$8.02M - $8.87M
|
682K
$20.6M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.9K- 6.05% |
$281K - $310K
|
169K
$5.11M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
7.8K+ 36.87% |
$201K - $222K
|
28.9K
$875K
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
4.43K+ 2.49% |
$114K - $126K
|
182K
$5.52M
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
695+ 3.67% |
$17.9K - $19.8K
|
19.6K
$594K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
82.1K+ 6.53% |
$2.12M - $2.34M
|
1.34M
$40.5M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.94K+ 22.72% |
$102K - $112K
|
21.3K
$643K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-10.4K- 11.35% |
$269K - $297K
|
81.3K
$2.46M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-14.4K- 24.52% |
$372K - $411K
|
44.4K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
62New |
$1.6K - $1.77K
|
62
$1.87K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.41K+ 90.57% |
$191K - $211K
|
15.6K
$472K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.75KNew |
$200K - $221K
|
7.75K
$234K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-93.4K- 43.19% |
$2.41M - $2.66M
|
123K
$3.71M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-293- 0.79% |
$7.56K - $8.36K
|
36.9K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-29.7K- 31.22% |
$765K - $846K
|
65.3K
$1.98M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-3.12K- 1.88% |
$80.4K - $88.9K
|
163K
$4.92M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
708+ 8.38% |
$18.3K - $20.2K
|
9.15K
$277K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-372- 14.93% |
$9.6K - $10.6K
|
2.12K
$64.1K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
185+ 0.19% |
$4.77K - $5.28K
|
96K
$2.9M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.27K+ 1.83% |
$58.5K - $64.6K
|
126K
$3.81M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-80.1K- 18.83% |
$2.07M - $2.29M
|
345K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.96K+ 5.2% |
$257K - $284K
|
201K
$6.09M
|