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 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.28K- 9.45% |
$136K - $150K
|
50.5K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.48K- 0.51% |
$89.9K - $99.3K
|
681K
$20.6M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.16K- 11.19% |
$29.9K - $33.1K
|
9.21K
$278K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.5K- 23.45% |
$168K - $185K
|
21.2K
$641K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-150- 0.63% |
$3.87K - $4.28K
|
23.8K
$719K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5.93K- 13.77% |
$153K - $169K
|
37.1K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-5.85K- 4.68% |
$151K - $167K
|
119K
$3.6M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$25.8 - $28.5
|
1
$30.2
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
188+ 0.17% |
$4.85K - $5.36K
|
114K
$3.44M
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
BUY
|
- |
16.2K+ 4.99% |
$419K - $463K
|
342K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
172+ 0.95% |
$4.44K - $4.91K
|
18.2K
$550K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-20.2K- 8.89% |
$522K - $577K
|
207K
$6.27M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-900- 17.31% |
$23.2K - $25.7K
|
4.3K
$130K
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
23.3K+ 15.24% |
$601K - $664K
|
176K
$5.32M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.77K+ 30.47% |
$45.7K - $50.5K
|
7.58K
$229K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
6.02K+ 33.2% |
$155K - $172K
|
24.2K
$731K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.02K+ 5.14% |
$26.3K - $29.1K
|
20.8K
$630K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-106- 0.98% |
$2.74K - $3.02K
|
10.7K
$324K
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-93- 0.65% |
$2.4K - $2.65K
|
14.2K
$428K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-1.42K- 7.11% |
$36.6K - $40.4K
|
18.5K
$560K
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
12K+ 52.42% |
$309K - $342K
|
34.8K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
323K+ 63.5% |
$8.34M - $9.22M
|
832K
$25.2M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-6.46K- 1.86% |
$167K - $184K
|
341K
$10.3M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
8.12KNew |
$210K - $232K
|
8.12K
$246K
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.99K+ 4.38% |
$51.4K - $56.8K
|
47.5K
$1.44M
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-18.3K- 8.83% |
$471K - $521K
|
189K
$5.7M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-124K- 15.54% |
$3.2M - $3.53M
|
673K
$20.3M
|
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
1+ 7.14% |
$25.8 - $28.5
|
15
$453
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-576- 3.56% |
$14.9K - $16.4K
|
15.6K
$471K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-92- 0.38% |
$2.37K - $2.62K
|
24.2K
$732K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
15.7KNew |
$405K - $447K
|
15.7K
$474K
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-589- 0.36% |
$15.2K - $16.8K
|
162K
$4.89M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-324- 0.61% |
$8.36K - $9.24K
|
53K
$1.6M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
277+ 0.15% |
$7.15K - $7.9K
|
180K
$5.45M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
43+ 51.81% |
$1.11K - $1.23K
|
126
$3.81K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-985- 5.97% |
$25.4K - $28.1K
|
15.5K
$469K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-539K- 2.88% |
$13.9M - $15.4M
|
18.2M
$549M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-16.9K- 95.64% |
$436K - $482K
|
771
$23.3K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
122+ 1.13% |
$3.15K - $3.48K
|
11K
$331K
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.92K- 11.56% |
$49.7K - $54.9K
|
14.7K
$445K
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
BUY
|
- |
1.44K+ 3.34% |
$37.1K - $41K
|
44.4K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
6.75KNew |
$174K - $192K
|
6.75K
$204K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.47K- 1.5% |
$38K - $42K
|
96.4K
$2.91M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.49M+ 17.78% |
$38.4M - $42.4M
|
9.86M
$298M
|
|
|
May 12, 2025
Q1 2025
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
BUY
|
- |
2.58K+ 1.11% |
$66.6K - $73.6K
|
235K
$7.1M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.34K- 28.03% |
$190K - $209K
|
18.9K
$570K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-98.1K- 21.98% |
$2.53M - $2.8M
|
348K
$10.5M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
84+ 0.37% |
$2.17K - $2.4K
|
22.8K
$690K
|
|
|
May 09, 2025
Q1 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
7.73KNew |
$200K - $221K
|
7.73K
$234K
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-2.26K- 19.28% |
$58.4K - $64.5K
|
9.47K
$286K
|