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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.28M- 56.19% |
$38.5M - $42.7M
|
997K
$33.7M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-896K- 5.09% |
$27M - $29.9M
|
16.7M
$565M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-401K- 2.05% |
$12.1M - $13.4M
|
19.1M
$647M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-360K- 49.19% |
$10.9M - $12M
|
372K
$12.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-270K- 93.48% |
$8.14M - $9.01M
|
18.8K
$637K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-250K- 83.8% |
$7.52M - $8.33M
|
48.2K
$1.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-193K- 5.23% |
$5.82M - $6.45M
|
3.5M
$118M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-119K- 7.28% |
$3.57M - $3.96M
|
1.51M
$51M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-118K- 99.93% |
$3.56M - $3.95M
|
80
$2.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-87.3K- 14.97% |
$2.63M - $2.91M
|
496K
$16.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-84.8K- 62.3% |
$2.55M - $2.83M
|
51.3K
$1.73M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-78.8K- 5.1% |
$2.37M - $2.63M
|
1.47M
$49.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-61.6K- 21.94% |
$1.86M - $2.06M
|
219K
$7.41M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-60.9K- 24.57% |
$1.83M - $2.03M
|
187K
$6.32M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-56.7K- 89.9% |
$1.71M - $1.89M
|
6.37K
$215K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-55.1K- 58.82% |
$1.66M - $1.84M
|
38.6K
$1.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-54K- 1.43% |
$1.63M - $1.8M
|
3.71M
$125M
|
|
|
Nov 12, 2025
Q3 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-42.2K- 4.59% |
$1.27M - $1.41M
|
877K
$29.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-40.6K- 10.71% |
$1.22M - $1.36M
|
339K
$11.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-40.1K- 30.45% |
$1.21M - $1.34M
|
91.5K
$3.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-39.6K- 3.74% |
$1.19M - $1.32M
|
1.02M
$34.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-39.3K- 11.67% |
$1.18M - $1.31M
|
297K
$10M
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-37K- 19.99% |
$1.12M - $1.24M
|
148K
$5.01M
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-28.9K- 79.29% |
$871K - $965K
|
7.55K
$255K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-27.4K- 50.71% |
$826K - $914K
|
26.6K
$900K
|
|
|
Nov 04, 2025
Q3 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-26.1K- 2.06% |
$786K - $871K
|
1.24M
$42M
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-25.2K- 8.75% |
$759K - $841K
|
263K
$8.88M
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-20.9K- 6.57% |
$630K - $697K
|
297K
$10M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-19.8K- 0.93% |
$595K - $659K
|
2.1M
$70.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-18.1K- 1.78% |
$547K - $605K
|
1M
$33.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-17.5K- 2.55% |
$529K - $586K
|
670K
$22.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.5K- 39.69% |
$527K - $584K
|
26.6K
$899K
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-17.3K- 21.88% |
$521K - $577K
|
61.8K
$2.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-16.8K- 17.43% |
$507K - $561K
|
79.7K
$2.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-16.5K- 7.31% |
$497K - $551K
|
209K
$7.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-16K- 16.24% |
$482K - $534K
|
82.5K
$2.79M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-15.8K- 48.32% |
$477K - $528K
|
16.9K
$572K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.6K- 0.69% |
$469K - $520K
|
2.24M
$75.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-15.5K- 10.22% |
$466K - $516K
|
136K
$4.6M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.4K- 5.49% |
$434K - $481K
|
248K
$8.38M
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-14K- 69.57% |
$422K - $468K
|
6.13K
$207K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-13.3K- 0.7% |
$402K - $445K
|
1.9M
$64.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-13.3K- 38.84% |
$401K - $444K
|
21K
$709K
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-13.1K- 2.51% |
$394K - $437K
|
509K
$17.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-13.1K- 2.51% |
$394K - $437K
|
509K
$17.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-12.9K- 1.09% |
$388K - $430K
|
1.16M
$39.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-12.8K- 36.47% |
$385K - $427K
|
22.3K
$753K
|
|
|
Nov 14, 2025
Q3 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-11.1K- 2.39% |
$335K - $371K
|
454K
$15.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-10.9K- 6.05% |
$328K - $363K
|
169K
$5.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.5K- 2.83% |
$317K - $351K
|
362K
$12.2M
|
|