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 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
SELL
|
- |
-1.84K- 12.27% |
$44.8K - $55.5K
|
13.1K
$442K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-791- 0.62% |
$19.3K - $23.9K
|
126K
$4.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-3.85K- 2.46% |
$93.9K - $116K
|
153K
$5.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-84- 0.27% |
$2.05K - $2.54K
|
31.1K
$1.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
7.28K+ 11.99% |
$177K - $220K
|
67.9K
$2.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
525+ 0.32% |
$12.8K - $15.8K
|
163K
$5.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
SELL
|
- |
-4.04K- 10.13% |
$98.4K - $122K
|
35.8K
$1.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-25.1K- 38.11% |
$613K - $759K
|
40.8K
$1.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-6.53K- 34.43% |
$159K - $197K
|
12.4K
$418K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-573- 1.65% |
$14K - $17.3K
|
34.3K
$1.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
6.64KNew |
$162K - $200K
|
6.64K
$223K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-598- 8.55% |
$14.6K - $18K
|
6.4K
$215K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6.56K+ 40.67% |
$160K - $198K
|
22.7K
$762K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
5+ 0.01% |
$122 - $151
|
49.2K
$1.65M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
27.2K+ 4.88% |
$662K - $820K
|
583K
$19.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-113- 2.49% |
$2.75K - $3.41K
|
4.43K
$149K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-249- 1.78% |
$6.07K - $7.51K
|
13.7K
$462K
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-811- 2.14% |
$19.8K - $24.5K
|
37.2K
$1.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
146K+ 420.77% |
$3.55M - $4.39M
|
180K
$6.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-347- 3.05% |
$8.46K - $10.5K
|
11K
$371K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
7.23KNew |
$176K - $218K
|
7.23K
$243K
|
|
|
Aug 05, 2025
Q2 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-2.36K- 1.53% |
$57.6K - $71.3K
|
151K
$5.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-39- 0.24% |
$951 - $1.18K
|
16.1K
$543K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
124+ 0.48% |
$3.02K - $3.74K
|
26K
$872K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-764- 62.27% |
$18.6K - $23.1K
|
463
$15.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.24K+ 5.33% |
$54.6K - $67.6K
|
44.3K
$1.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
284+ 2.64% |
$6.92K - $8.57K
|
11K
$371K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
90+ 0.98% |
$2.19K - $2.72K
|
9.3K
$312K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-24- 53.33% |
$585 - $724
|
21
$706
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.59K- 64.83% |
$38.6K - $47.8K
|
860
$28.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
SELL
|
- |
-107K- 57.58% |
$2.62M - $3.24M
|
79.1K
$2.66M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-3.48K- 22.24% |
$84.8K - $105K
|
12.2K
$409K
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-11.5K- 2.15% |
$279K - $346K
|
522K
$17.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-58- 4.25% |
$1.41K - $1.75K
|
1.31K
$43.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.78K- 10.25% |
$43.4K - $53.8K
|
15.6K
$524K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-4.12K- 4.01% |
$100K - $124K
|
98.5K
$3.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
822+ 3.97% |
$20K - $24.8K
|
21.5K
$723K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-186- 54.87% |
$4.53K - $5.61K
|
153
$5.14K
|
|
|
Aug 04, 2025
Q2 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-494- 3.26% |
$12K - $14.9K
|
14.6K
$492K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$73.1 - $90.5
|
2.5K
$83.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
349+ 0.1% |
$8.51K - $10.5K
|
341K
$11.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.51K+ 26.46% |
$134K - $166K
|
26.3K
$885K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.5K+ 105.41% |
$36.6K - $45.3K
|
2.93K
$98.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
25.1K+ 11.27% |
$612K - $757K
|
248K
$8.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
BUY
|
- |
7.22KNew |
$176K - $218K
|
7.22K
$243K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-10- 0.26% |
$244 - $302
|
3.88K
$130K
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-490- 5.31% |
$11.9K - $14.8K
|
8.73K
$293K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
271+ 0.39% |
$6.61K - $8.18K
|
69.9K
$2.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.36K+ 6.12% |
$57.6K - $71.3K
|
41K
$1.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 0.01% |
$24.4 - $30.2
|
11.5K
$387K
|