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 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.3KNew |
$327K - $371K
|
12.3K
$343K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-259- 1.13% |
$6.9K - $7.83K
|
22.7K
$635K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
20.7K+ 2.22% |
$551K - $626K
|
952K
$26.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
150KNew |
$4M - $4.54M
|
150K
$4.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
266+ 2.84% |
$7.08K - $8.04K
|
9.64K
$270K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
3.07KNew |
$81.7K - $92.7K
|
3.07K
$85.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
15.4KNew |
$409K - $465K
|
15.4K
$430K
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
711+ 2.28% |
$18.9K - $21.5K
|
31.9K
$892K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-25- 0.18% |
$666 - $756
|
14K
$391K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.92K- 7.05% |
$51.2K - $58.1K
|
25.4K
$709K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
22.9K+ 8.86% |
$609K - $691K
|
281K
$7.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-130- 0.39% |
$3.46K - $3.93K
|
32.8K
$918K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-128K- 99.92% |
$3.41M - $3.87M
|
103
$2.88K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-98- 0.93% |
$2.61K - $2.96K
|
10.4K
$292K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3.4K+ 36.55% |
$90.6K - $103K
|
12.7K
$356K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-263- 3.02% |
$7K - $7.95K
|
8.44K
$236K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-92.5K- 26.48% |
$2.46M - $2.8M
|
257K
$7.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
40.1K+ 4.46% |
$1.07M - $1.21M
|
939K
$26.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
217+ 1.22% |
$5.78K - $6.56K
|
18.1K
$505K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
221+ 1.47% |
$5.89K - $6.68K
|
15.3K
$427K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-1- 0.08% |
$26.6 - $30.2
|
1.19K
$33.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
57K+ 5.81% |
$1.52M - $1.72M
|
1.04M
$29M
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-2.38K- 19.83% |
$63.4K - $71.9K
|
9.62K
$269K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
101+ 0.16% |
$2.69K - $3.05K
|
61.8K
$1.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
12.4K+ 6.26% |
$331K - $376K
|
211K
$5.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
22.1K+ 3.25% |
$587K - $667K
|
702K
$19.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.08KNew |
$28.7K - $32.6K
|
1.08K
$30.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
885+ 1.01% |
$23.6K - $26.8K
|
88.9K
$2.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-45- 1.02% |
$1.2K - $1.36K
|
4.35K
$122K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-859- 2.2% |
$22.9K - $26K
|
38.3K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5.98K+ 11.3% |
$159K - $181K
|
58.9K
$1.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.86K- 6.2% |
$76.1K - $86.4K
|
43.3K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
27.5K+ 39.43% |
$733K - $832K
|
97.3K
$2.72M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.8KNew |
$289K - $328K
|
10.8K
$303K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-501- 0.15% |
$13.3K - $15.1K
|
341K
$9.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-406- 3.16% |
$10.8K - $12.3K
|
12.5K
$348K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
4.27K+ 1.65% |
$114K - $129K
|
263K
$7.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
43New |
$1.15K - $1.3K
|
43
$1.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-2.02K- 5.96% |
$53.7K - $61K
|
31.9K
$891K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-924- 3.12% |
$24.6K - $27.9K
|
28.7K
$802K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.68K+ 3.55% |
$71.3K - $80.9K
|
78.1K
$2.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-430- 1.81% |
$11.5K - $13K
|
23.4K
$654K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-12.5K- 7.97% |
$333K - $379K
|
145K
$4.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-2.07K- 19.33% |
$55.2K - $62.7K
|
8.65K
$242K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
7.91K+ 43.84% |
$211K - $239K
|
26K
$726K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-164- 0.62% |
$4.37K - $4.96K
|
26.3K
$734K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
384+ 3.04% |
$10.2K - $11.6K
|
13K
$364K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
665+ 62.91% |
$17.7K - $20.1K
|
1.72K
$48.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-498K- 50.01% |
$13.3M - $15M
|
497K
$13.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-30.3K- 23.44% |
$808K - $917K
|
99.1K
$2.77M
|