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 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
50.9KNew |
$1.36M - $1.54M
|
50.9K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1New |
$26.6 - $30.2
|
1
$28
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.56K- 7.16% |
$68.2K - $77.4K
|
33.2K
$929K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.8K+ 7.78% |
$875K - $993K
|
455K
$12.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-296- 66.37% |
$7.88K - $8.95K
|
150
$4.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1.59K+ 1.61% |
$42.4K - $48.2K
|
101K
$2.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
1.45K+ 4.92% |
$38.7K - $43.9K
|
31K
$867K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
621+ 1.26% |
$16.5K - $18.8K
|
49.7K
$1.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-19.7K- 56.0% |
$526K - $597K
|
15.5K
$434K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-6.9K- 40.53% |
$184K - $209K
|
10.1K
$283K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
11+ 0.12% |
$293 - $333
|
9.04K
$253K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
58.5K+ 2.85% |
$1.56M - $1.77M
|
2.11M
$59.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.68K- 2.08% |
$44.7K - $50.7K
|
79.1K
$2.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-238- 0.8% |
$6.34K - $7.19K
|
29.6K
$827K
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2.43K+ 6.12% |
$64.8K - $73.5K
|
42.2K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
731+ 5.39% |
$19.5K - $22.1K
|
14.3K
$400K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
152+ 0.12% |
$4.05K - $4.59K
|
125K
$3.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
802+ 9.85% |
$21.4K - $24.2K
|
8.95K
$250K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.22K- 28.16% |
$139K - $158K
|
13.3K
$372K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
79.3K+ 586.71% |
$2.11M - $2.4M
|
92.8K
$2.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.72K- 0.93% |
$45.8K - $51.9K
|
184K
$5.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
255+ 2.74% |
$6.79K - $7.71K
|
9.57K
$268K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
559K+ 7.16% |
$14.9M - $16.9M
|
8.37M
$234M
|
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
231+ 2.85% |
$6.15K - $6.98K
|
8.34K
$233K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-112- 74.67% |
$2.98K - $3.39K
|
38
$1.06K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.02K+ 3.89% |
$27.2K - $30.8K
|
27.2K
$762K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-518- 3.91% |
$13.8K - $15.7K
|
12.7K
$356K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
880+ 377.68% |
$23.4K - $26.6K
|
1.11K
$31.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
732New |
$19.5K - $22.1K
|
732
$20.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.07K+ 2.02% |
$28.5K - $32.3K
|
54K
$1.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.08K+ 3.14% |
$28.7K - $32.6K
|
35.5K
$992K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
219+ 2.85% |
$5.83K - $6.62K
|
7.92K
$221K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
68+ 0.41% |
$1.81K - $2.06K
|
16.5K
$461K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.52K- 5.91% |
$40.3K - $45.8K
|
24.1K
$675K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.24K- 47.37% |
$59.7K - $67.8K
|
2.49K
$69.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-1.49K- 9.05% |
$39.7K - $45.1K
|
15K
$420K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-109- 0.86% |
$2.9K - $3.3K
|
12.6K
$353K
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-745- 4.66% |
$19.8K - $22.5K
|
15.2K
$426K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
10.8KNew |
$286K - $325K
|
10.8K
$301K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
4+ 66.67% |
$107 - $121
|
10
$280
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.43K+ 3.47% |
$198K - $225K
|
221K
$6.19M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.95K- 9.76% |
$52K - $59K
|
18K
$504K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
366+ 3.67% |
$9.75K - $11.1K
|
10.3K
$289K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
192KNew |
$5.1M - $5.79M
|
192K
$5.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
666New |
$17.7K - $20.1K
|
666
$18.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-149- 0.79% |
$3.97K - $4.5K
|
18.7K
$523K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2- 4.55% |
$53.3 - $60.5
|
42
$1.17K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-456- 4.21% |
$12.1K - $13.8K
|
10.4K
$290K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.99K+ 3.64% |
$106K - $121K
|
114K
$3.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-39- 0.03% |
$1.04K - $1.18K
|
116K
$3.25M
|