Schwab Strategic Tr Us Emergin SCHE

SCHE Quotes by TradingView
Institutional shares held 144 Million
24.2K calls
300 puts
Total value of holdings $3.96B
$668K calls
$8K puts
# of Institutions 834

Quarterly Institutional Activity in SCHE

Shares Bought
Shares Sold
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Top Institutions Holding SCHE

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Latest Institutional Activity in SCHE

Top Purchases

Q1 2025
Farther Finance Advisors, LLC Shares Held: 112K ($3.1M)
99.5K Shares purchased
781.04% Added
Q1 2025
Krilogy Financial LLC Shares Held: 1.4M ($38.8M)
93.7K Shares purchased
7.15% Added
Q1 2025
Orgel Wealth Management, LLC Shares Held: 1.87M ($51.6M)
79.9K Shares purchased
4.46% Added
Q1 2025
Charles Schwab Trust CO Shares Held: 612K ($16.9M)
54.1K Shares purchased
9.69% Added
Q1 2025
Adamsbrown Wealth Consultants LLC Shares Held: 429K ($11.8M)
53.6K Shares purchased
14.27% Added
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Top Sells

Q1 2025
Upper Left Wealth Management, LLC Shares Held: 152K ($4.19M)
51.5K Shares sold
25.34% Reduced
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.32M ($64M)
25.5K Shares sold
1.09% Reduced
Q1 2025
Olio Financial Planning Shares Held: 54.5K ($1.5M)
17.6K Shares sold
24.43% Reduced
Q1 2025
West Paces Advisors Inc. Shares Held: 74.8K ($2.07M)
14.7K Shares sold
16.47% Reduced
Q1 2025
Dbk Financial Counsel, LLC Shares Held: 8.24K ($228K)
13.5K Shares sold
62.1% Reduced
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About SCHE

SCHE Chart by TradingView
SCHE Fundamental Data by TradingView

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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