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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
8.1KNew |
$197K - $244K
|
8.1K
$272K
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-10- 0.03% |
$244 - $302
|
29.5K
$991K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
396New |
$9.65K - $12K
|
396
$13.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-800- 18.6% |
$19.5K - $24.1K
|
3.5K
$118K
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
452+ 0.28% |
$11K - $13.6K
|
163K
$5.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
15.8KNew |
$386K - $478K
|
15.8K
$532K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
25.8K+ 2.18% |
$629K - $778K
|
1.21M
$40.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2.31K- 3.88% |
$56.3K - $69.7K
|
57.2K
$1.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-35.6K- 4.08% |
$869K - $1.08M
|
838K
$28.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-393- 0.37% |
$9.58K - $11.9K
|
105K
$3.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
10.8K+ 9.77% |
$262K - $325K
|
121K
$4.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.41K+ 2.02% |
$83.1K - $103K
|
172K
$5.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-812- 9.66% |
$19.8K - $24.5K
|
7.59K
$255K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
501+ 1318.42% |
$12.2K - $15.1K
|
539
$18.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-149- 1.78% |
$3.63K - $4.5K
|
8.2K
$276K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-233- 0.88% |
$5.68K - $7.03K
|
26.3K
$885K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.15KNew |
$76.7K - $94.9K
|
3.15K
$106K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
358+ 1.58% |
$8.73K - $10.8K
|
23K
$774K
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
18+ 3.45% |
$439 - $543
|
539
$18.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.33K+ 5.65% |
$32.4K - $40.1K
|
24.8K
$834K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
4.05K+ 39.35% |
$98.7K - $122K
|
14.3K
$482K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
327+ 1.54% |
$7.97K - $9.87K
|
21.5K
$723K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.43K- 1.57% |
$132K - $164K
|
340K
$11.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
13.1KNew |
$318K - $394K
|
13.1K
$438K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
15.5K+ 2.12% |
$378K - $468K
|
749K
$25.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
178K+ 4.97% |
$4.34M - $5.38M
|
3.76M
$126M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
50+ 0.19% |
$1.22K - $1.51K
|
26.1K
$876K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.08K- 3.11% |
$26.3K - $32.6K
|
33.6K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-64.4K- 20.41% |
$1.57M - $1.94M
|
251K
$8.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
100New |
$2.44K - $3.02K
|
100
$3.36K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
33.5K+ 80.32% |
$816K - $1.01M
|
75.2K
$2.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
6.75KNew |
$165K - $204K
|
6.75K
$227K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2+ 0.1% |
$48.8 - $60.4
|
2.05K
$68.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4.72K+ 2.62% |
$115K - $143K
|
185K
$6.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-65- 0.32% |
$1.58K - $1.96K
|
19.9K
$670K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-684K- 95.97% |
$16.7M - $20.6M
|
28.7K
$966K
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
26.3K+ 2.12% |
$641K - $794K
|
1.27M
$42.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
130K+ 13.97% |
$3.16M - $3.92M
|
1.06M
$35.6M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.05K+ 26.73% |
$50K - $61.9K
|
9.72K
$327K
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-6.64K- 2.02% |
$162K - $200K
|
322K
$10.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-16.1K- 33.19% |
$393K - $486K
|
32.4K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
20.1KNew |
$491K - $608K
|
20.1K
$677K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-505- 23.83% |
$12.3K - $15.2K
|
1.61K
$54.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1K- 4.7% |
$24.4K - $30.2K
|
20.3K
$681K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
2.19K+ 1.54% |
$53.4K - $66.2K
|
145K
$4.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-28.7K- 51.41% |
$700K - $867K
|
27.1K
$912K
|
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-3.12K- 10.72% |
$76.1K - $94.2K
|
26K
$874K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-55.6K- 11.24% |
$1.36M - $1.68M
|
439K
$14.8M
|