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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
275+ 2.84% |
$7.32K - $8.31K
|
9.97K
$279K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.85K+ 2.3% |
$129K - $147K
|
216K
$6.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
18.9KNew |
$504K - $573K
|
18.9K
$530K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
14+ 2.52% |
$373 - $423
|
570
$15.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-397- 1.47% |
$10.6K - $12K
|
26.6K
$745K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
68+ 1133.33% |
$1.81K - $2.06K
|
74
$2.07K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.16K- 8.93% |
$31K - $35.2K
|
11.9K
$332K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-123- 0.13% |
$3.28K - $3.72K
|
95.8K
$2.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
13.8K+ 23.62% |
$367K - $417K
|
72.1K
$2.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-339K- 96.24% |
$9.03M - $10.3M
|
13.2K
$370K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.06K- 8.79% |
$54.9K - $62.4K
|
21.4K
$599K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.95K+ 33.25% |
$132K - $150K
|
19.8K
$555K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.58K+ 16.26% |
$255K - $290K
|
68.5K
$1.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
8.16K+ 4.46% |
$217K - $247K
|
191K
$5.34M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.71K+ 20.4% |
$45.5K - $51.6K
|
10.1K
$282K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8.73K- 4.72% |
$233K - $264K
|
176K
$4.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
10.1K+ 2.14% |
$269K - $305K
|
482K
$13.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
257KNew |
$6.84M - $7.76M
|
257K
$7.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
52KNew |
$1.38M - $1.57M
|
52K
$1.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-211- 0.36% |
$5.62K - $6.38K
|
58.8K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
583+ 6.76% |
$15.5K - $17.6K
|
9.21K
$258K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-535- 17.66% |
$14.2K - $16.2K
|
2.5K
$69.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
7.53K+ 6.15% |
$200K - $228K
|
130K
$3.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.93K+ 15.98% |
$158K - $179K
|
43.1K
$1.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.3K- 3.58% |
$61.3K - $69.6K
|
62K
$1.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-200- 25.25% |
$5.33K - $6.05K
|
592
$16.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
334New |
$8.89K - $10.1K
|
334
$9.34K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.32K- 29.93% |
$35.2K - $39.9K
|
3.09K
$86.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-108- 0.43% |
$2.88K - $3.26K
|
24.9K
$697K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
258+ 1.73% |
$6.87K - $7.8K
|
15.1K
$423K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
549+ 0.59% |
$14.6K - $16.6K
|
94.4K
$2.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.79K- 18.82% |
$47.6K - $54K
|
7.7K
$215K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.1K+ 4.78% |
$29.3K - $33.2K
|
24.1K
$674K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-100- 3.33% |
$2.66K - $3.02K
|
2.91K
$81.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
11.2K+ 9.98% |
$297K - $338K
|
123K
$3.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.7K+ 16.56% |
$72K - $81.7K
|
19K
$532K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-19- 1.58% |
$506 - $574
|
1.18K
$33.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
22New |
$586 - $665
|
22
$615
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
8.55K+ 2.17% |
$228K - $258K
|
402K
$11.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-11.7K- 9.83% |
$310K - $352K
|
107K
$2.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-3.61K- 29.63% |
$96K - $109K
|
8.56K
$239K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.24KNew |
$59.6K - $67.7K
|
2.24K
$62.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.77K- 3.55% |
$47K - $53.4K
|
47.9K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.46K+ 1.35% |
$38.9K - $44.2K
|
110K
$3.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.08K- 2.46% |
$28.6K - $32.5K
|
42.6K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3+ 0.58% |
$79.9 - $90.7
|
521
$14.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
613+ 1.04% |
$16.3K - $18.5K
|
59.6K
$1.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-41- 0.28% |
$1.09K - $1.24K
|
14.5K
$405K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
4+ 2.92% |
$107 - $121
|
141
$3.94K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.83K+ 5.56% |
$102K - $116K
|
72.7K
$2.03M
|