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 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
10.7K+ 169.1% |
$260K - $322K
|
17K
$571K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.01% |
$24.4 - $30.2
|
8.4K
$282K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-410- 0.41% |
$10K - $12.4K
|
101K
$3.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-645- 23.09% |
$15.7K - $19.5K
|
2.15K
$72.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.8K+ 1.64% |
$44K - $54.4K
|
112K
$3.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-488- 3.15% |
$11.9K - $14.7K
|
15K
$504K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.19K+ 2.69% |
$29K - $35.9K
|
45.5K
$1.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.97K+ 7.63% |
$48K - $59.5K
|
27.8K
$934K
|
|
|
Aug 08, 2025
Q2 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
9+ 0.11% |
$219 - $272
|
8.35K
$281K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.9K+ 3.58% |
$656K - $812K
|
778K
$26.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.3K+ 97.33% |
$275K - $341K
|
22.9K
$769K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-552K- 2.75% |
$13.5M - $16.6M
|
19.5M
$656M
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-2.53K- 7.23% |
$61.8K - $76.4K
|
32.5K
$1.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-379- 3.51% |
$9.24K - $11.4K
|
10.4K
$350K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
676+ 0.87% |
$16.5K - $20.4K
|
78K
$2.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-636- 2.23% |
$15.5K - $19.2K
|
27.9K
$938K
|
|
|
Aug 08, 2025
Q2 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
36+ 0.05% |
$878 - $1.09K
|
66.2K
$2.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
25+ 49.02% |
$610 - $755
|
76
$2.55K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4.81K+ 10.13% |
$117K - $145K
|
52.3K
$1.76M
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-12.5K- 1.34% |
$305K - $378K
|
919K
$30.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
8+ 0.01% |
$195 - $241
|
57K
$1.91M
|
|
|
Aug 07, 2025
Q2 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-5.02K- 1.47% |
$122K - $151K
|
337K
$11.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.31KNew |
$178K - $220K
|
7.31K
$245K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
197+ 0.97% |
$4.8K - $5.95K
|
20.5K
$690K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-871- 3.29% |
$21.2K - $26.3K
|
25.6K
$861K
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
16.8K+ 33.46% |
$409K - $506K
|
66.8K
$2.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
2.41KNew |
$58.8K - $72.7K
|
2.41K
$81K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.06K- 2.09% |
$25.8K - $31.9K
|
49.4K
$1.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-60.3K- 79.84% |
$1.47M - $1.82M
|
15.2K
$512K
|
|
|
Aug 07, 2025
Q2 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
10.2KNew |
$250K - $309K
|
10.2K
$344K
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-11.5K- 2.15% |
$279K - $346K
|
522K
$17.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-9.64K- 36.81% |
$235K - $291K
|
16.6K
$556K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
8.03K+ 2.94% |
$196K - $242K
|
281K
$9.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
26New |
$634 - $785
|
26
$874
|
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-4.5K- 32.7% |
$110K - $136K
|
9.26K
$311K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
18.1KNew |
$441K - $546K
|
18.1K
$608K
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
4+ 0.02% |
$97.5 - $121
|
24.4K
$819K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-9.47K- 14.39% |
$231K - $286K
|
56.3K
$1.89M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-80- 0.24% |
$1.95K - $2.41K
|
33.4K
$1.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-7K- 14.75% |
$171K - $211K
|
40.5K
$1.36M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
126New |
$3.07K - $3.8K
|
126
$4.23K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-1.3K- 19.29% |
$31.7K - $39.3K
|
5.45K
$183K
|
|
|
Aug 06, 2025
Q2 2025
|
Fairway Financial, LLC
Casselberry, FL |
SELL
|
- |
-5.24K- 3.4% |
$128K - $158K
|
149K
$5M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
15.1KNew |
$369K - $457K
|
15.1K
$509K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
10.4K+ 9.13% |
$253K - $314K
|
124K
$4.17M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
83.6K+ 23.98% |
$2.04M - $2.52M
|
432K
$14.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-721- 1.6% |
$17.6K - $21.8K
|
44.3K
$1.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
15.8K+ 7.46% |
$385K - $476K
|
227K
$7.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.18K- 7.16% |
$77.6K - $96K
|
41.2K
$1.39M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-9.83K- 48.47% |
$240K - $297K
|
10.4K
$351K
|