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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.72M+ 86.75% |
$41.8M - $51.8M
|
3.69M
$115M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
329K+ 71480.22% |
$8.02M - $9.92M
|
329K
$10.2M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
286K+ 2.91% |
$6.98M - $8.64M
|
10.1M
$315M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
218K+ 19.17% |
$5.3M - $6.56M
|
1.35M
$42M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
178K+ 4.97% |
$4.34M - $5.38M
|
3.76M
$117M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
146K+ 420.77% |
$3.55M - $4.39M
|
180K
$5.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
130K+ 13.97% |
$3.16M - $3.92M
|
1.06M
$32.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
109K+ 1436.88% |
$2.66M - $3.29M
|
116K
$3.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
102K+ 172.21% |
$2.48M - $3.07M
|
161K
$4.98M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
91.3KNew |
$2.23M - $2.76M
|
91.3K
$2.83M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
85KNew |
$2.07M - $2.56M
|
85K
$2.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
84.6K+ 33.17% |
$2.06M - $2.55M
|
340K
$10.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
83.6K+ 23.98% |
$2.04M - $2.52M
|
432K
$13.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
80.9K+ 4.33% |
$1.97M - $2.44M
|
1.95M
$60.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
70.2K+ 20.34% |
$1.71M - $2.12M
|
416K
$12.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
68.9K+ 510.56% |
$1.68M - $2.08M
|
82.4K
$2.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
60.3K+ 281.17% |
$1.47M - $1.82M
|
81.7K
$2.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
42.6K+ 320.81% |
$1.04M - $1.29M
|
55.9K
$1.74M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
41.7KNew |
$1.02M - $1.26M
|
41.7K
$1.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
41.3K+ 3.64% |
$1.01M - $1.25M
|
1.18M
$36.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
40.2KNew |
$981K - $1.21M
|
40.2K
$1.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
39.5KNew |
$962K - $1.19M
|
39.5K
$1.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
37.3K+ 348.39% |
$908K - $1.12M
|
47.9K
$1.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
BUY
|
- |
35.6K+ 188.34% |
$867K - $1.07M
|
54.5K
$1.69M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
34.3KNew |
$836K - $1.03M
|
34.3K
$1.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
33.2K+ 66.27% |
$808K - $1M
|
83.2K
$2.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
32.6K+ 2.32% |
$795K - $985K
|
1.44M
$44.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
27.2K+ 4.88% |
$662K - $820K
|
583K
$18.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.9K+ 3.58% |
$656K - $812K
|
778K
$24.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
26.3K+ 2.12% |
$641K - $794K
|
1.27M
$39.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
25.8K+ 2.18% |
$629K - $778K
|
1.21M
$37.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
25.1K+ 11.27% |
$612K - $757K
|
248K
$7.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.8K+ 24.2% |
$606K - $750K
|
127K
$3.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
24.3K+ 10.4% |
$592K - $733K
|
258K
$8M
|
|
|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
21.9KNew |
$534K - $661K
|
21.9K
$679K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
21.1K+ 34.95% |
$513K - $635K
|
81.3K
$2.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
20.7K+ 117.77% |
$504K - $624K
|
38.2K
$1.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
20.6K+ 64.6% |
$502K - $622K
|
52.5K
$1.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
20.1KNew |
$491K - $608K
|
20.1K
$625K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
20.1KNew |
$489K - $606K
|
20.1K
$623K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
19.8KNew |
$484K - $599K
|
19.8K
$616K
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
19.3K+ 52.09% |
$471K - $584K
|
56.5K
$1.75M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
19.3K+ 4.62% |
$471K - $583K
|
438K
$13.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
18.9K+ 19.98% |
$460K - $570K
|
113K
$3.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
18.1KNew |
$441K - $546K
|
18.1K
$561K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
17.3K+ 0.91% |
$421K - $521K
|
1.91M
$59.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
16.8K+ 33.46% |
$409K - $506K
|
66.8K
$2.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
15.8KNew |
$386K - $478K
|
15.8K
$491K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
15.8K+ 7.46% |
$385K - $476K
|
227K
$7.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
15.5K+ 2.12% |
$378K - $468K
|
749K
$23.2M
|