Latest Institutional Transactions on Schwab Strategic Tr Us Emergin (SCHE)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Us Emergin (SCHE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
434+ 2.23% |
$11.6K - $13.1K
|
19.9K
$539K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.18K+ 8.6% |
$31.5K - $35.8K
|
14.9K
$404K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
489+ 0.41% |
$13K - $14.8K
|
120K
$3.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-86.9K- 6.66% |
$2.31M - $2.63M
|
1.22M
$33M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-3.25K- 0.97% |
$86.5K - $98.2K
|
333K
$9.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-140- 9.25% |
$3.73K - $4.23K
|
1.37K
$37.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
17.6K+ 4.91% |
$468K - $531K
|
375K
$10.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5.47K+ 26.23% |
$146K - $165K
|
26.3K
$713K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.49K+ 13.69% |
$39.8K - $45.1K
|
12.4K
$336K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-50- 0.63% |
$1.33K - $1.51K
|
7.83K
$212K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-1.27K- 99.53% |
$33.8K - $38.4K
|
6
$162
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-2.42K- 4.58% |
$64.4K - $73.1K
|
50.4K
$1.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
554+ 2.8% |
$14.8K - $16.7K
|
20.4K
$551K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.83K+ 2.25% |
$48.8K - $55.4K
|
83.3K
$2.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
10.3KNew |
$274K - $311K
|
10.3K
$279K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-658- 0.19% |
$17.5K - $19.9K
|
347K
$9.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
2.52K+ 5.05% |
$67.2K - $76.3K
|
52.5K
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.33K+ 24.9% |
$142K - $161K
|
26.7K
$723K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-5.24K- 14.49% |
$139K - $158K
|
30.9K
$837K
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
9.19K+ 42.5% |
$245K - $278K
|
30.8K
$834K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
728New |
$19.4K - $22K
|
728
$19.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.18K+ 24.4% |
$84.6K - $96.1K
|
16.2K
$439K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
580+ 3.57% |
$15.4K - $17.5K
|
16.8K
$456K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
1.9K+ 19.12% |
$50.5K - $57.3K
|
11.8K
$320K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 3.08% |
$53.3 - $60.5
|
67
$1.81K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-4.6K- 35.79% |
$123K - $139K
|
8.26K
$224K
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
256K+ 122.02% |
$6.83M - $7.75M
|
467K
$12.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-1.31K- 0.64% |
$34.9K - $39.6K
|
203K
$5.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
339+ 1.84% |
$9.03K - $10.2K
|
18.7K
$507K
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
134KNew |
$3.56M - $4.04M
|
134K
$3.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
105+ 1.13% |
$2.8K - $3.17K
|
9.41K
$255K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-4.41K- 18.17% |
$117K - $133K
|
19.9K
$538K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
62+ 0.62% |
$1.65K - $1.87K
|
10.1K
$274K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-332- 0.79% |
$8.84K - $10K
|
41.8K
$1.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.63K+ 32.47% |
$177K - $200K
|
27.1K
$733K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
33+ 0.21% |
$879 - $998
|
15.5K
$420K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
48+ 0.13% |
$1.28K - $1.45K
|
35.8K
$970K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
852+ 5.86% |
$22.7K - $25.8K
|
15.4K
$417K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.06K- 66.05% |
$54.8K - $62.2K
|
1.06K
$28.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-35- 0.24% |
$932 - $1.06K
|
14.3K
$386K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4.01K+ 35.14% |
$107K - $121K
|
15.4K
$418K
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
83+ 0.26% |
$2.21K - $2.51K
|
31.6K
$857K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-831- 7.26% |
$22.1K - $25.1K
|
10.6K
$288K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
225+ 2.72% |
$5.99K - $6.8K
|
8.51K
$230K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-650- 0.73% |
$17.3K - $19.6K
|
88.9K
$2.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
9.57KNew |
$255K - $289K
|
9.57K
$259K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-214- 1.66% |
$5.7K - $6.47K
|
12.7K
$343K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.41K- 6.45% |
$64.3K - $73K
|
35K
$948K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.59K- 8.68% |
$69K - $78.4K
|
27.3K
$738K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
461+ 2.84% |
$12.3K - $13.9K
|
16.7K
$452K
|