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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
28+ 0.14% |
$723 - $799
|
20.4K
$615K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
521New |
$13.4K - $14.9K
|
521
$15.7K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-879- 0.82% |
$22.7K - $25.1K
|
106K
$3.21M
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
9.64KNew |
$249K - $275K
|
9.64K
$291K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1K+ 2.94% |
$25.8K - $28.5K
|
35.1K
$1.06M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-148- 0.46% |
$3.82K - $4.22K
|
31.7K
$959K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-3.98K- 1.43% |
$103K - $113K
|
275K
$8.31M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.82K- 20.19% |
$46.9K - $51.9K
|
7.19K
$217K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.7K- 3.83% |
$509K - $562K
|
495K
$15M
|
|
|
May 07, 2025
Q1 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
179+ 1.86% |
$4.62K - $5.11K
|
9.82K
$297K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
10.2K+ 8.75% |
$264K - $292K
|
127K
$3.85M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-41.3K- 54.1% |
$1.07M - $1.18M
|
35.1K
$1.06M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
620+ 1.14% |
$16K - $17.7K
|
55.1K
$1.67M
|
|
|
May 07, 2025
Q1 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-18K- 10.77% |
$464K - $513K
|
149K
$4.5M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-500- 3.28% |
$12.9K - $14.3K
|
14.7K
$445K
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-1.85K- 5.98% |
$47.8K - $52.8K
|
29.1K
$881K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-3.28K- 23.48% |
$84.7K - $93.5K
|
10.7K
$323K
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-2.99K- 3.32% |
$77K - $85.1K
|
86.8K
$2.62M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.37K- 76.67% |
$61.1K - $67.6K
|
721
$21.8K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
10.1KNew |
$260K - $287K
|
10.1K
$305K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
8.57K+ 48.63% |
$221K - $244K
|
26.2K
$792K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2.05K+ 2.04% |
$52.9K - $58.4K
|
103K
$3.11M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.2K+ 16.77% |
$56.8K - $62.7K
|
15.3K
$463K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-4.69K- 5.33% |
$121K - $134K
|
83.4K
$2.52M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-415- 1.0% |
$10.7K - $11.8K
|
41K
$1.24M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
5.37K+ 14.63% |
$139K - $153K
|
42.1K
$1.27M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
15.8K+ 1890.29% |
$407K - $450K
|
16.6K
$502K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.11K- 23.17% |
$54.4K - $60.1K
|
6.99K
$211K
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
179+ 0.27% |
$4.62K - $5.11K
|
66.2K
$2M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-792- 1.37% |
$20.4K - $22.6K
|
57K
$1.72M
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
3.02K+ 2.0% |
$77.8K - $86K
|
154K
$4.65M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
9.13KNew |
$236K - $260K
|
9.13K
$276K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-34.3K- 15.53% |
$885K - $978K
|
187K
$5.64M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1- 1.19% |
$25.8 - $28.5
|
83
$2.51K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.42K- 5.2% |
$36.6K - $40.4K
|
25.8K
$781K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
347+ 3.15% |
$8.96K - $9.9K
|
11.4K
$344K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
610+ 3.0% |
$15.7K - $17.4K
|
21K
$634K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
87.2K+ 13.14% |
$2.25M - $2.49M
|
751K
$22.7M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-42- 0.14% |
$1.08K - $1.2K
|
29.5K
$893K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.25K+ 0.57% |
$32.3K - $35.7K
|
223K
$6.73M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
311+ 27.94% |
$8.03K - $8.87K
|
1.42K
$43K
|
|
|
May 06, 2025
Q1 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-2.06K- 1.54% |
$53.1K - $58.7K
|
132K
$3.98M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-596- 5.64% |
$15.4K - $17K
|
9.97K
$301K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-8.1K- 11.98% |
$209K - $231K
|
59.5K
$1.8M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-23.6K- 2.48% |
$608K - $672K
|
929K
$28.1M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
154+ 0.2% |
$3.97K - $4.39K
|
78.3K
$2.37M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
863+ 4.35% |
$22.3K - $24.6K
|
20.7K
$625K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-42K- 29.03% |
$1.08M - $1.2M
|
103K
$3.1M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.85K- 5.26% |
$125K - $138K
|
87.4K
$2.64M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
270+ 1.76% |
$6.97K - $7.7K
|
15.6K
$473K
|