Latest Institutional Purchases of Schwab Strategic Tr Us Emergin (SCHE)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Emergin (SCHE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.07M+ 88.95% |
$92.3M - $102M
|
6.51M
$220M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.36M+ 1164.75% |
$40.9M - $45.3M
|
1.47M
$49.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Mcia Inc
|
BUY
|
- |
763KNew |
$23M - $25.4M
|
763K
$25.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
586K+ 70.44% |
$17.7M - $19.6M
|
1.42M
$48M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
454KNew |
$13.7M - $15.2M
|
454K
$15.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
433K+ 2773.55% |
$13.1M - $14.5M
|
449K
$15.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
314KNew |
$9.48M - $10.5M
|
314K
$10.6M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
304K+ 3.0% |
$9.16M - $10.1M
|
10.4M
$353M
|
|
|
Oct 30, 2025
Q3 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
250K+ 112.57% |
$7.55M - $8.36M
|
473K
$16M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
232K+ 11.51% |
$6.98M - $7.73M
|
2.25M
$75.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
171K+ 11.9% |
$5.15M - $5.71M
|
1.61M
$54.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
160K+ 1483.4% |
$4.82M - $5.34M
|
171K
$5.78M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
109K+ 262.52% |
$3.3M - $3.65M
|
151K
$5.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
90.2K+ 59.01% |
$2.72M - $3.01M
|
243K
$8.21M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
84.5KNew |
$2.55M - $2.82M
|
84.5K
$2.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
79.3K+ 6.55% |
$2.39M - $2.65M
|
1.29M
$43.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
79.3K+ 96.99% |
$2.39M - $2.64M
|
161K
$5.44M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
78.9K+ 3.95% |
$2.38M - $2.63M
|
2.08M
$70.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
74.5K+ 4.21% |
$2.24M - $2.49M
|
1.84M
$62.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
58.9K+ 8.89% |
$1.77M - $1.97M
|
722K
$24.4M
|
|
|
Nov 13, 2025
Q3 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
54.6K+ 72.59% |
$1.64M - $1.82M
|
130K
$4.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
48.6K+ 6.25% |
$1.46M - $1.62M
|
826K
$27.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
45.5K+ 6.46% |
$1.37M - $1.52M
|
750K
$25.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
45K+ 10.43% |
$1.36M - $1.5M
|
477K
$16.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45K+ 10.25% |
$1.36M - $1.5M
|
484K
$16.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
44.3KNew |
$1.33M - $1.48M
|
44.3K
$1.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
43.5K+ 14.97% |
$1.31M - $1.45M
|
334K
$11.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
43.4KNew |
$1.31M - $1.45M
|
43.4K
$1.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
39.2K+ 1305233.38% |
$1.18M - $1.31M
|
39.2K
$1.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
38.9K+ 1237.98% |
$1.17M - $1.3M
|
42.1K
$1.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
37.9K+ 127.82% |
$1.14M - $1.26M
|
67.5K
$2.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.4KNew |
$1.13M - $1.25M
|
37.4K
$1.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
34.8K+ 28.83% |
$1.05M - $1.16M
|
156K
$5.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
34.4KNew |
$1.04M - $1.15M
|
34.4K
$1.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
33.4K+ 10.29% |
$1M - $1.11M
|
358K
$12.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
32.2K+ 5.27% |
$970K - $1.07M
|
643K
$21.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
31.5K+ 5837.85% |
$948K - $1.05M
|
32K
$1.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
30.7K+ 7.39% |
$926K - $1.03M
|
446K
$15.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
30.3KNew |
$912K - $1.01M
|
30.3K
$1.02M
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
29.8KNew |
$898K - $995K
|
29.8K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
28.8K+ 5.9% |
$868K - $961K
|
517K
$17.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
28.4K+ 2.02% |
$856K - $949K
|
1.44M
$48.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
28K+ 13.12% |
$842K - $933K
|
241K
$8.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
27.2KNew |
$819K - $907K
|
27.2K
$919K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
26.9KNew |
$810K - $897K
|
26.9K
$909K
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
25.2KNew |
$759K - $840K
|
25.2K
$851K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
24.4K+ 233.93% |
$735K - $814K
|
34.8K
$1.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
23.4K+ 13.56% |
$705K - $780K
|
196K
$6.62M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
21K+ 8.13% |
$632K - $700K
|
279K
$9.42M
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
20.9KNew |
$631K - $699K
|
20.9K
$708K
|
|