Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-684K- 95.97% |
$16.7M - $20.6M
|
28.7K
$892K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-552K- 2.75% |
$13.5M - $16.6M
|
19.5M
$606M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-334K- 48.92% |
$8.14M - $10.1M
|
349K
$10.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-208K- 5.69% |
$5.07M - $6.28M
|
3.45M
$107M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-126K- 5.92% |
$3.06M - $3.79M
|
2M
$61.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-108K- 41.69% |
$2.64M - $3.27M
|
151K
$4.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
SELL
|
- |
-107K- 57.58% |
$2.62M - $3.24M
|
79.1K
$2.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-77.4K- 7.06% |
$1.89M - $2.34M
|
1.02M
$31.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-64K- 11.77% |
$1.56M - $1.93M
|
480K
$14.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-61.5K- 2.65% |
$1.5M - $1.86M
|
2.26M
$70M
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-60.3K- 79.84% |
$1.47M - $1.82M
|
15.2K
$473K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-55.6K- 11.24% |
$1.36M - $1.68M
|
439K
$13.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-51.4K- 24.85% |
$1.25M - $1.55M
|
155K
$4.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-35.6K- 4.08% |
$869K - $1.08M
|
838K
$26M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-34.3K- 67.27% |
$836K - $1.03M
|
16.7K
$517K
|
|
|
Aug 11, 2025
Q2 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-34.2K- 18.13% |
$833K - $1.03M
|
154K
$4.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-33.4K- 34.62% |
$814K - $1.01M
|
63.1K
$1.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-32.4K- 39.84% |
$790K - $978K
|
48.9K
$1.52M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-28.7K- 51.41% |
$700K - $867K
|
27.1K
$842K
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-27.6K- 8.67% |
$673K - $833K
|
291K
$9.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-25.4K- 5.18% |
$620K - $767K
|
465K
$14.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-25.1K- 38.11% |
$613K - $759K
|
40.8K
$1.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-22.1K- 6.82% |
$539K - $667K
|
302K
$9.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-20.9K- 10.56% |
$510K - $632K
|
177K
$5.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-19.9K- 4.64% |
$486K - $601K
|
409K
$12.7M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-16.2K- 21.66% |
$395K - $489K
|
58.6K
$1.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-16.1K- 33.19% |
$393K - $486K
|
32.4K
$1.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-15.8K- 14.46% |
$386K - $478K
|
93.7K
$2.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-14.2K- 4.71% |
$347K - $430K
|
288K
$8.93M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-13.7K- 9.42% |
$334K - $413K
|
132K
$4.08M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.3K- 10.58% |
$325K - $403K
|
113K
$3.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-12.5K- 1.34% |
$305K - $378K
|
919K
$28.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-12.5K- 13.86% |
$304K - $376K
|
77.5K
$2.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-11.8K- 55.04% |
$288K - $356K
|
9.64K
$299K
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-11.5K- 2.15% |
$279K - $346K
|
522K
$16.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-11.5K- 2.15% |
$279K - $346K
|
522K
$16.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.3K- 2.63% |
$250K - $310K
|
379K
$11.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-10K- 30.3% |
$245K - $303K
|
23.1K
$717K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-9.83K- 48.47% |
$240K - $297K
|
10.4K
$324K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-9.64K- 36.81% |
$235K - $291K
|
16.6K
$514K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-9.47K- 14.39% |
$231K - $286K
|
56.3K
$1.75M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-8.84K- 10.51% |
$215K - $267K
|
75.2K
$2.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
SELL
|
- |
-8.25K- 3.52% |
$201K - $249K
|
226K
$7.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
SELL
|
- |
-8.14K- 3.98% |
$198K - $246K
|
197K
$6.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
SELL
|
- |
-8.04K- 14.76% |
$196K - $243K
|
46.4K
$1.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-7K- 14.75% |
$171K - $211K
|
40.5K
$1.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.81K- 40.5% |
$166K - $206K
|
10K
$311K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.78K- 49.16% |
$165K - $205K
|
7.01K
$217K
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-6.64K- 2.02% |
$162K - $200K
|
322K
$9.98M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-6.6K- 2.23% |
$161K - $199K
|
290K
$8.99M
|