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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
68.9K+ 510.56% |
$1.68M - $2.08M
|
82.4K
$2.59M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.82K- 10.07% |
$44.2K - $54.8K
|
16.2K
$510K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-338- 3.73% |
$8.24K - $10.2K
|
8.71K
$274K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-172- 0.88% |
$4.19K - $5.19K
|
19.3K
$606K
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-165- 1.12% |
$4.02K - $4.98K
|
14.6K
$458K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.86K- 3.33% |
$69.8K - $86.4K
|
83.2K
$2.62M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
2.33K+ 3.28% |
$56.8K - $70.3K
|
73.4K
$2.31M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-76- 0.89% |
$1.85K - $2.29K
|
8.43K
$265K
|
|
|
Jul 28, 2025
Q2 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
1K+ 7.36% |
$24.4K - $30.2K
|
14.6K
$459K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-369- 1.96% |
$9K - $11.1K
|
18.4K
$580K
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-244- 1.19% |
$5.95K - $7.36K
|
20.3K
$639K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
13.2K+ 12.81% |
$321K - $397K
|
116K
$3.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.75K- 28.5% |
$67K - $82.9K
|
6.89K
$217K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11K+ 54.25% |
$268K - $332K
|
31.3K
$983K
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.39K- 0.61% |
$33.8K - $41.9K
|
226K
$7.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-4.93K- 6.79% |
$120K - $149K
|
67.7K
$2.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-15.8K- 14.46% |
$386K - $478K
|
93.7K
$2.95M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.91K- 20.88% |
$46.6K - $57.6K
|
7.24K
$228K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-261- 45.16% |
$6.36K - $7.88K
|
317
$9.97K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
41.7KNew |
$1.02M - $1.26M
|
41.7K
$1.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-33.4K- 34.62% |
$814K - $1.01M
|
63.1K
$1.98M
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
5K+ 2.25% |
$122K - $151K
|
227K
$7.15M
|
|
|
Jul 25, 2025
Q2 2025
|
St. Louis Trust CO
|
BUY
|
- |
6.57K+ 2.99% |
$160K - $198K
|
227K
$7.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
4.5K+ 3.54% |
$110K - $136K
|
132K
$4.14M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-400- 5.56% |
$9.75K - $12.1K
|
6.8K
$214K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
4.09K+ 3.86% |
$99.8K - $123K
|
110K
$3.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-8.84K- 10.51% |
$215K - $267K
|
75.2K
$2.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.74K+ 44.12% |
$116K - $143K
|
15.5K
$487K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.88K+ 25.75% |
$143K - $177K
|
28.7K
$903K
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.73K+ 1.8% |
$42.2K - $52.2K
|
97.7K
$3.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
400+ 24.17% |
$9.75K - $12.1K
|
2.06K
$64.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.51K- 12.17% |
$36.9K - $45.6K
|
10.9K
$343K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.84K+ 12.51% |
$69.3K - $85.8K
|
25.6K
$804K
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
5.68K+ 62.26% |
$139K - $171K
|
14.8K
$466K
|
|
|
Jul 24, 2025
Q2 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
484+ 0.87% |
$11.8K - $14.6K
|
56.2K
$1.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
160+ 0.32% |
$3.9K - $4.83K
|
50.3K
$1.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-5.55K- 15.73% |
$135K - $167K
|
29.7K
$934K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
74+ 0.82% |
$1.8K - $2.23K
|
9.15K
$288K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5.06K- 2.95% |
$123K - $153K
|
167K
$5.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-470- 3.73% |
$11.5K - $14.2K
|
12.1K
$382K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.8K- 3.88% |
$92.6K - $115K
|
94.2K
$2.96M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.44K- 4.22% |
$108K - $134K
|
101K
$3.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.31K+ 5945.45% |
$31.9K - $39.5K
|
1.33K
$41.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
2.64KNew |
$64.5K - $79.8K
|
2.64K
$83.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
1.66KNew |
$40.4K - $50.1K
|
1.66K
$52.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-6.55K- 15.57% |
$160K - $198K
|
35.5K
$1.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-784- 2.43% |
$19.1K - $23.7K
|
31.5K
$991K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
8+ 0.4% |
$195 - $241
|
2.01K
$63.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-5.76K- 16.93% |
$140K - $174K
|
28.3K
$889K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
529+ 1230.23% |
$12.9K - $16K
|
572
$18K
|