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 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
19.3K+ 52.09% |
$471K - $584K
|
56.5K
$1.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.33K- 4.34% |
$130K - $161K
|
117K
$3.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
233New |
$5.68K - $7.03K
|
233
$7.83K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
60.3K+ 281.17% |
$1.47M - $1.82M
|
81.7K
$2.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-450- 1.17% |
$11K - $13.6K
|
38.1K
$1.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.8K+ 24.2% |
$606K - $750K
|
127K
$4.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2+ 0.02% |
$48.8 - $60.4
|
8.85K
$297K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
85KNew |
$2.07M - $2.56M
|
85K
$2.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1.07KNew |
$26.1K - $32.3K
|
1.07K
$36K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.3K- 10.58% |
$325K - $403K
|
113K
$3.79M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-29- 0.16% |
$707 - $875
|
18.2K
$611K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
7.5KNew |
$183K - $226K
|
7.5K
$252K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-3.12K- 17.67% |
$76.2K - $94.3K
|
14.6K
$489K
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.28K- 1.81% |
$80.1K - $99.1K
|
179K
$6M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.25KNew |
$177K - $219K
|
7.25K
$244K
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
2.1K+ 2.64% |
$51.1K - $63.3K
|
81.6K
$2.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
4+ 0.04% |
$97.5 - $121
|
9.97K
$335K
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-143- 0.48% |
$3.49K - $4.32K
|
29.4K
$988K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
17.3K+ 0.91% |
$421K - $521K
|
1.91M
$64.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-22- 0.08% |
$536 - $664
|
26.2K
$881K
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1+ 0.0% |
$24.4 - $30.2
|
22.5K
$755K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
50New |
$1.22K - $1.51K
|
50
$1.68K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-451- 2.39% |
$11K - $13.6K
|
18.4K
$618K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-3.98K- 7.34% |
$96.9K - $120K
|
50.2K
$1.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.58K+ 12.12% |
$112K - $138K
|
42.3K
$1.42M
|
|
|
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
|