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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
41.1K+ 40.24% |
$1.09M - $1.24M
|
143K
$3.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
6.75K+ 6.23% |
$180K - $204K
|
115K
$3.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
110+ 0.26% |
$2.93K - $3.33K
|
42.7K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-794K- 3.74% |
$21.2M - $24M
|
20.4M
$565M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 2.44% |
$53.3 - $60.5
|
84
$2.32K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-406- 4.6% |
$10.8K - $12.3K
|
8.43K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
45.9KNew |
$1.22M - $1.39M
|
45.9K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
37.7K+ 10.4% |
$1M - $1.14M
|
400K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-26.5K- 7.45% |
$706K - $801K
|
329K
$9.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-23.7K- 3.76% |
$630K - $715K
|
606K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-12.2K- 21.55% |
$326K - $370K
|
44.5K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
26+ 3.13% |
$692 - $786
|
857
$23.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
51New |
$1.36K - $1.54K
|
51
$1.41K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-4.76K- 2.6% |
$127K - $144K
|
178K
$4.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
4.9KNew |
$131K - $148K
|
4.9K
$135K
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
76.4KNew |
$2.03M - $2.31M
|
76.4K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
9.81KNew |
$261K - $296K
|
9.81K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
40.1K+ 2.1% |
$1.07M - $1.21M
|
1.95M
$53.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.35K+ 2.48% |
$35.9K - $40.8K
|
55.8K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.56K- 3.72% |
$94.9K - $108K
|
92.2K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.05K+ 5.81% |
$54.6K - $62K
|
37.3K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-60.2K- 3.13% |
$1.6M - $1.82M
|
1.86M
$51.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
7.16K+ 9.5% |
$191K - $216K
|
82.5K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-845- 3.59% |
$22.5K - $25.5K
|
22.7K
$628K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-562- 4.13% |
$15K - $17K
|
13K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
42.7K+ 138.36% |
$1.14M - $1.29M
|
73.6K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100+ 50.0% |
$2.66K - $3.02K
|
300
$8.29K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-1.58K- 15.61% |
$42.2K - $47.9K
|
8.57K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
736K+ 10534.03% |
$19.6M - $22.3M
|
743K
$20.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-2.45K- 4.43% |
$65.2K - $74.1K
|
52.8K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-82.3K- 18.15% |
$2.19M - $2.49M
|
371K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-717- 2.24% |
$19.1K - $21.7K
|
31.3K
$865K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-179- 5.95% |
$4.77K - $5.41K
|
2.83K
$78.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
394New |
$10.5K - $11.9K
|
394
$10.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-6.62K- 23.43% |
$176K - $200K
|
21.6K
$598K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-229- 10.14% |
$6.1K - $6.92K
|
2.03K
$56.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5+ 2.91% |
$133 - $151
|
177
$4.89K
|
|
|
Feb 14, 2025
Q4 2024
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
BUY
|
- |
232KNew |
$6.18M - $7.02M
|
232K
$6.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
99New |
$2.64K - $2.99K
|
99
$2.74K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.49K+ 20.94% |
$199K - $226K
|
43.2K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-211- 0.39% |
$5.62K - $6.38K
|
53.3K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
12.5KNew |
$332K - $377K
|
12.5K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
184KNew |
$4.91M - $5.57M
|
184K
$5.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-4.4K- 0.36% |
$117K - $133K
|
1.22M
$33.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.54K+ 59.88% |
$174K - $198K
|
17.5K
$483K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-690- 7.05% |
$18.4K - $20.9K
|
9.1K
$251K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-8.78K- 26.82% |
$234K - $265K
|
23.9K
$662K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
4.13KNew |
$110K - $125K
|
4.13K
$114K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
49+ 0.1% |
$1.3K - $1.48K
|
47.8K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-250- 2.21% |
$6.66K - $7.56K
|
11K
$305K
|