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 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
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.4K- 0.49% |
$314K - $348K
|
2.12M
$71.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-10.1K- 4.43% |
$303K - $336K
|
217K
$7.34M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-9.82K- 14.14% |
$296K - $328K
|
59.6K
$2.02M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-9.71K- 3.45% |
$293K - $324K
|
272K
$9.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-9.69K- 7.3% |
$292K - $323K
|
123K
$4.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.27K- 20.94% |
$279K - $309K
|
35K
$1.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-8.67K- 30.74% |
$261K - $289K
|
19.5K
$660K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-8.27KClosed |
$249K - $276K
|
0
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-7.93K- 5.07% |
$239K - $265K
|
149K
$5.02M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-7.09K- 9.15% |
$214K - $237K
|
70.4K
$2.38M
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-7.05K- 2.35% |
$212K - $235K
|
293K
$9.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-6.9K- 2.05% |
$208K - $230K
|
330K
$11.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.07K- 36.41% |
$183K - $203K
|
10.6K
$359K
|
|
|
Nov 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-5.85K- 2.14% |
$176K - $195K
|
267K
$9.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-5.8K- 5.91% |
$175K - $193K
|
92.3K
$3.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-5.78K- 5.1% |
$174K - $193K
|
108K
$3.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-5.63K- 3.13% |
$170K - $188K
|
174K
$5.89M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-5.62K- 11.41% |
$169K - $187K
|
43.6K
$1.47M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.61K- 1.61% |
$169K - $187K
|
343K
$11.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.59K- 11.3% |
$168K - $186K
|
43.8K
$1.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-4.87K- 8.84% |
$147K - $163K
|
50.3K
$1.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.69K- 4.93% |
$141K - $157K
|
90.5K
$3.06M
|
|
|
Oct 10, 2025
Q3 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-4.52K- 3.95% |
$136K - $151K
|
110K
$3.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4.46K- 2.5% |
$134K - $149K
|
174K
$5.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.32K- 1.27% |
$130K - $144K
|
336K
$11.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-4.04K- 12.86% |
$122K - $135K
|
27.4K
$925K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-4K- 9.71% |
$120K - $133K
|
37.2K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-3.92K- 1.44% |
$118K - $131K
|
268K
$9.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Joule Financial, LLC
|
SELL
|
- |
-3.88K- 2.33% |
$117K - $130K
|
163K
$5.51M
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-3.84K- 1.91% |
$116K - $128K
|
197K
$6.67M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.8K- 3.49% |
$115K - $127K
|
105K
$3.55M
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-3.8K- 2.51% |
$114K - $127K
|
147K
$4.98M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.77K- 4.58% |
$114K - $126K
|
78.6K
$2.66M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-3.72K- 1.86% |
$112K - $124K
|
196K
$6.62M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.55K- 2.13% |
$107K - $118K
|
163K
$5.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3.49K- 2.24% |
$105K - $117K
|
153K
$5.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.49K- 1.72% |
$105K - $116K
|
199K
$6.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-3.49K- 34.82% |
$105K - $116K
|
6.53K
$221K
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-3.42K- 0.69% |
$103K - $114K
|
491K
$16.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-3.4K- 11.8% |
$103K - $114K
|
25.4K
$860K
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-3.38K- 0.45% |
$102K - $113K
|
746K
$25.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.36K- 0.4% |
$101K - $112K
|
835K
$28.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-3.26K- 7.98% |
$98.1K - $109K
|
37.6K
$1.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-3.23K- 22.34% |
$97.2K - $108K
|
11.2K
$379K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.2K- 98.04% |
$96.4K - $107K
|
64
$2.16K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.07K- 2.34% |
$92.6K - $103K
|
128K
$4.34M
|
|