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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5+ 0.06% |
$122 - $151
|
8.63K
$272K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.82K- 10.77% |
$44.3K - $54.9K
|
15.1K
$474K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.03K+ 0.64% |
$49.5K - $61.3K
|
318K
$10M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.29K- 0.06% |
$31.4K - $38.8K
|
2.28M
$71.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
29New |
$707 - $875
|
29
$912
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-1.37K- 4.14% |
$33.3K - $41.2K
|
31.6K
$994K
|
|
|
Jul 30, 2025
Q2 2025
|
Bck Partners, Inc.
|
SELL
|
- |
-2.27K- 2.23% |
$55.4K - $68.6K
|
99.5K
$3.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-442- 5.74% |
$10.8K - $13.3K
|
7.26K
$228K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
7.19KNew |
$175K - $217K
|
7.19K
$226K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-4.1K- 7.06% |
$100K - $124K
|
54K
$1.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-25.4K- 5.18% |
$620K - $767K
|
465K
$14.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
614+ 4.51% |
$15K - $18.5K
|
14.2K
$448K
|
|
|
Jul 30, 2025
Q2 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-166- 1.74% |
$4.05K - $5.01K
|
9.4K
$295K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
571+ 2.77% |
$13.9K - $17.2K
|
21.2K
$665K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-166- 1.33% |
$4.05K - $5.01K
|
12.3K
$387K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
91.3KNew |
$2.23M - $2.76M
|
91.3K
$2.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.77K- 0.74% |
$43.2K - $53.5K
|
236K
$7.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.22K- 11.25% |
$78.5K - $97.2K
|
25.4K
$799K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
137+ 57.08% |
$3.34K - $4.13K
|
377
$11.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
761New |
$18.6K - $23K
|
761
$23.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
20.7K+ 117.77% |
$504K - $624K
|
38.2K
$1.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
20.6K+ 64.6% |
$502K - $622K
|
52.5K
$1.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-867- 7.32% |
$21.1K - $26.2K
|
11K
$345K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-182- 1.7% |
$4.44K - $5.49K
|
10.6K
$332K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.81K- 40.5% |
$166K - $206K
|
10K
$315K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8- 0.1% |
$195 - $241
|
8.14K
$256K
|
|
|
Jul 29, 2025
Q2 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
1+ 0.01% |
$24.4 - $30.2
|
13.2K
$416K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-763- 0.84% |
$18.6K - $23K
|
90.4K
$2.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.1K- 6.82% |
$51.1K - $63.3K
|
28.6K
$901K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-4- 0.63% |
$97.5 - $121
|
628
$19.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.95K- 2.2% |
$47.5K - $58.9K
|
86.9K
$2.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-5.4K- 20.75% |
$132K - $163K
|
20.6K
$648K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
8.73KNew |
$213K - $264K
|
8.73K
$275K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.84KNew |
$215K - $267K
|
8.84K
$278K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
579+ 1.8% |
$14.1K - $17.5K
|
32.7K
$1.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
452New |
$11K - $13.6K
|
452
$14.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-650- 5.24% |
$15.8K - $19.6K
|
11.8K
$370K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.63K+ 33.72% |
$64.1K - $79.4K
|
10.4K
$328K
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.74K+ 9.57% |
$66.7K - $82.5K
|
31.3K
$985K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-198- 0.66% |
$4.83K - $5.98K
|
29.9K
$939K
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
620+ 2.49% |
$15.1K - $18.7K
|
25.5K
$802K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.12K+ 19.99% |
$100K - $124K
|
24.7K
$778K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-20.9K- 10.56% |
$510K - $632K
|
177K
$5.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-17- 0.01% |
$414 - $513
|
133K
$4.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
284+ 7.69% |
$6.92K - $8.57K
|
3.98K
$125K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-158- 1.02% |
$3.85K - $4.77K
|
15.4K
$483K
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-10- 2.03% |
$244 - $302
|
483
$15.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
46+ 0.32% |
$1.12K - $1.39K
|
14.6K
$458K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.13K+ 7.85% |
$101K - $125K
|
56.8K
$1.79M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
28New |
$683 - $845
|
28
$881
|