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 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-58- 4.25% |
$1.41K - $1.75K
|
1.31K
$41.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.78K- 10.25% |
$43.4K - $53.8K
|
15.6K
$491K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-4.12K- 4.01% |
$100K - $124K
|
98.5K
$3.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
822+ 3.97% |
$20K - $24.8K
|
21.5K
$677K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-186- 54.87% |
$4.53K - $5.61K
|
153
$4.81K
|
|
|
Aug 04, 2025
Q2 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-494- 3.26% |
$12K - $14.9K
|
14.6K
$461K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$73.1 - $90.5
|
2.5K
$78.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
21.1K+ 34.95% |
$513K - $635K
|
81.3K
$2.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
349+ 0.1% |
$8.51K - $10.5K
|
341K
$10.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.51K+ 26.46% |
$134K - $166K
|
26.3K
$828K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.5K+ 105.41% |
$36.6K - $45.3K
|
2.93K
$92K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
218K+ 19.17% |
$5.3M - $6.56M
|
1.35M
$42.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
25.1K+ 11.27% |
$612K - $757K
|
248K
$7.79M
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
BUY
|
- |
7.22KNew |
$176K - $218K
|
7.22K
$227K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-10- 0.26% |
$244 - $302
|
3.88K
$122K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
9+ 0.08% |
$219 - $272
|
11.1K
$349K
|
|
|
Aug 04, 2025
Q2 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
8.93KNew |
$218K - $269K
|
8.93K
$281K
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-490- 5.31% |
$11.9K - $14.8K
|
8.73K
$275K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
271+ 0.39% |
$6.61K - $8.18K
|
69.9K
$2.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.36K+ 6.12% |
$57.6K - $71.3K
|
41K
$1.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 0.01% |
$24.4 - $30.2
|
11.5K
$362K
|
|
|
Aug 04, 2025
Q2 2025
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-1- 6.67% |
$24.4 - $30.2
|
14
$440
|
|
|
Aug 04, 2025
Q2 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
1.27K+ 9.43% |
$30.9K - $38.2K
|
14.7K
$463K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.29K- 54.2% |
$31.5K - $39K
|
1.09K
$34.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-367- 0.46% |
$8.95K - $11.1K
|
79.7K
$2.51M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
34.3KNew |
$836K - $1.03M
|
34.3K
$1.08M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2K+ 2.08% |
$48.8K - $60.4K
|
98.4K
$3.09M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
13+ 0.17% |
$317 - $392
|
7.66K
$241K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-730- 4.4% |
$17.8K - $22K
|
15.9K
$499K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-30- 0.89% |
$731 - $905
|
3.35K
$105K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-35- 0.49% |
$853 - $1.06K
|
7.16K
$225K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
BUY
|
- |
1.04K+ 4.27% |
$25.4K - $31.4K
|
25.4K
$799K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-897- 9.56% |
$21.9K - $27.1K
|
8.48K
$267K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
984+ 0.33% |
$24K - $29.7K
|
298K
$9.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2New |
$48.8 - $60.4
|
2
$62.9
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-2.89K- 5.46% |
$70.3K - $87.1K
|
49.9K
$1.57M
|
|
|
Jul 31, 2025
Q2 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-320- 4.14% |
$7.8K - $9.66K
|
7.41K
$233K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-4.8K- 70.58% |
$117K - $145K
|
2K
$63K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-682- 6.6% |
$16.6K - $20.6K
|
9.66K
$304K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.05K+ 7.31% |
$50.1K - $62K
|
30.1K
$948K
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
4.71K+ 2.39% |
$115K - $142K
|
201K
$6.33M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
13.7K+ 21.01% |
$335K - $414K
|
79.1K
$2.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
84.6K+ 33.17% |
$2.06M - $2.55M
|
340K
$10.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
158+ 0.35% |
$3.85K - $4.77K
|
45.5K
$1.43M
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-770- 4.42% |
$18.8K - $23.2K
|
16.7K
$524K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
865+ 1395.16% |
$21.1K - $26.1K
|
927
$29.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Alliance, LLC
Atlanta, GA |
SELL
|
- |
-604- 2.77% |
$14.7K - $18.2K
|
21.2K
$667K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
186+ 0.6% |
$4.53K - $5.61K
|
31.4K
$987K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.62K- 1.67% |
$39.4K - $48.7K
|
95.2K
$2.99M
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-2.5K- 0.91% |
$60.8K - $75.3K
|
272K
$8.56M
|