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 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-4.2K- 3.46% |
$112K - $127K
|
117K
$3.23M
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
438+ 19.79% |
$11.7K - $13.2K
|
2.65K
$73.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
1.41KNew |
$37.4K - $42.5K
|
1.41K
$38.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.2K+ 21.41% |
$32K - $36.3K
|
6.81K
$188K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
158+ 0.38% |
$4.21K - $4.78K
|
41.4K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-9.18K- 33.59% |
$244K - $277K
|
18.1K
$501K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-71Closed |
$1.89K - $2.15K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
8.11K+ 20.13% |
$216K - $245K
|
48.4K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
257+ 1.07% |
$6.84K - $7.77K
|
24.3K
$671K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15+ 2.45% |
$399 - $453
|
628
$17.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
8.5KNew |
$226K - $257K
|
8.5K
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
634K+ 22.31% |
$16.9M - $19.2M
|
3.48M
$96.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.29K+ 19.94% |
$87.7K - $99.5K
|
19.8K
$547K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-423- 1.12% |
$11.3K - $12.8K
|
37.3K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16K+ 6.69% |
$427K - $485K
|
256K
$7.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-1.2K- 1.1% |
$32K - $36.3K
|
108K
$2.98M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.38K- 5.28% |
$90K - $102K
|
60.6K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
439+ 0.19% |
$11.7K - $13.3K
|
230K
$6.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-123- 0.6% |
$3.28K - $3.72K
|
20.3K
$562K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-3.27K- 15.61% |
$87.1K - $98.8K
|
17.7K
$488K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.51K- 2.75% |
$93.4K - $106K
|
124K
$3.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.8K+ 14.32% |
$528K - $599K
|
158K
$4.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.17K+ 76.86% |
$57.8K - $65.7K
|
5K
$138K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
1+ 7.69% |
$26.6 - $30.2
|
14
$387
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
28.5K+ 10.57% |
$758K - $861K
|
298K
$8.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
370K+ 32.3% |
$9.84M - $11.2M
|
1.51M
$41.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
38+ 0.41% |
$1.01K - $1.15K
|
9.25K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.93K+ 2.22% |
$131K - $149K
|
227K
$6.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
60+ 5.04% |
$1.6K - $1.81K
|
1.25K
$34.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
596+ 2.32% |
$15.9K - $18K
|
26.2K
$725K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.36K- 1.83% |
$36.1K - $41K
|
72.6K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
16.6K+ 12.16% |
$441K - $501K
|
153K
$4.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
57.7KNew |
$1.54M - $1.75M
|
57.7K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
318+ 1.6% |
$8.47K - $9.61K
|
20.2K
$558K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-266- 0.79% |
$7.08K - $8.04K
|
33.5K
$926K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.64K- 2.71% |
$70.3K - $79.8K
|
94.9K
$2.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.77K- 0.55% |
$47.1K - $53.4K
|
322K
$8.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.78K+ 1.5% |
$260K - $296K
|
663K
$18.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-499- 2.82% |
$13.3K - $15.1K
|
17.2K
$475K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-26.4K- 54.88% |
$703K - $798K
|
21.7K
$600K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.8K- 3.38% |
$474K - $538K
|
509K
$14.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
110+ 0.49% |
$2.93K - $3.33K
|
22.8K
$629K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-7.42K- 3.73% |
$198K - $224K
|
192K
$5.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-163- 5.36% |
$4.34K - $4.93K
|
2.88K
$79.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.03K+ 27.67% |
$134K - $152K
|
23.2K
$641K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
46New |
$1.22K - $1.39K
|
46
$1.27K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
782+ 4600.0% |
$20.8K - $23.6K
|
799
$22.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.05K+ 5.24% |
$27.8K - $31.6K
|
21K
$579K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.76K- 2.3% |
$233K - $265K
|
371K
$10.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
774+ 0.47% |
$20.6K - $23.4K
|
166K
$4.58M
|