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 14, 2026
Q4 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
619+ 2.02% |
$20K - $21.3K
|
31.3K
$1.06M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-22- 34.38% |
$712 - $756
|
42
$1.42K
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-12.9K- 6.51% |
$416K - $442K
|
185K
$6.24M
|
|
|
Jan 14, 2026
Q4 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-1.16K- 0.59% |
$37.6K - $39.9K
|
195K
$6.58M
|
|
|
Jan 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
120+ 0.58% |
$3.88K - $4.12K
|
20.7K
$699K
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
97+ 0.56% |
$3.14K - $3.33K
|
17.5K
$591K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
1.04K+ 285.71% |
$33.6K - $35.7K
|
1.4K
$47.5K
|
|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-100- 6.04% |
$3.24K - $3.44K
|
1.56K
$52.6K
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.77K- 4.26% |
$57.3K - $60.9K
|
39.8K
$1.35M
|
|
|
Jan 14, 2026
Q4 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
525+ 0.92% |
$17K - $18K
|
57.5K
$1.95M
|
|
|
Jan 14, 2026
Q4 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-126- 0.21% |
$4.08K - $4.33K
|
61.2K
$2.07M
|
|
|
Jan 14, 2026
Q4 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-75- 2.58% |
$2.43K - $2.58K
|
2.83K
$95.7K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-5.88K- 8.35% |
$190K - $202K
|
64.5K
$2.18M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.11K- 1.96% |
$68.1K - $72.3K
|
105K
$3.57M
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
SELL
|
- |
-459- 2.06% |
$14.8K - $15.8K
|
21.8K
$737K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
783+ 0.04% |
$25.3K - $26.9K
|
2.1M
$70.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-448- 5.57% |
$14.5K - $15.4K
|
7.6K
$257K
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
3.45K+ 0.81% |
$112K - $119K
|
429K
$14.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
10.8K+ 11.59% |
$350K - $371K
|
104K
$3.52M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.15K+ 1.96% |
$37K - $39.4K
|
59.6K
$2.02M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.09K+ 0.67% |
$35.3K - $37.5K
|
164K
$5.55M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
9.01K+ 9.05% |
$291K - $310K
|
109K
$3.67M
|
|
|
Jan 13, 2026
Q4 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
156+ 2.34% |
$5.05K - $5.36K
|
6.81K
$230K
|
|
|
Jan 12, 2026
Q4 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
8.57K+ 8.36% |
$277K - $294K
|
111K
$3.75M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
172+ 1.2% |
$5.56K - $5.91K
|
14.6K
$492K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
844+ 9.35% |
$27.3K - $29K
|
9.87K
$334K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
179+ 1.27% |
$5.79K - $6.15K
|
14.2K
$482K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.02K+ 2.51% |
$33.1K - $35.2K
|
41.9K
$1.42M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.79K+ 9.78% |
$57.9K - $61.5K
|
20.1K
$679K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.34K+ 2.14% |
$43.4K - $46.1K
|
64K
$2.16M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
963+ 1.19% |
$31.2K - $33.1K
|
81.9K
$2.77M
|
|
|
Jan 12, 2026
Q4 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-8- 0.01% |
$259 - $275
|
110K
$3.72M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-25- 0.2% |
$809 - $859
|
12.2K
$414K
|
|
|
Jan 12, 2026
Q4 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
36+ 0.43% |
$1.16K - $1.24K
|
8.41K
$284K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-426- 1.56% |
$13.8K - $14.6K
|
26.9K
$911K
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
7.69K+ 0.5% |
$249K - $264K
|
1.55M
$52.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-212- 0.57% |
$6.86K - $7.29K
|
36.8K
$1.25M
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
13+ 0.11% |
$421 - $447
|
11.5K
$390K
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
202+ 2.59% |
$6.53K - $6.94K
|
8K
$271K
|
|
|
Jan 12, 2026
Q4 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-1.18K- 1.68% |
$38.2K - $40.6K
|
69.1K
$2.33M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
5.41K+ 8.01% |
$175K - $186K
|
72.9K
$2.47M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
18.3K+ 30.73% |
$593K - $630K
|
78K
$2.64M
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-4.72K- 18.54% |
$153K - $162K
|
20.7K
$701K
|
|
|
Jan 09, 2026
Q4 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-64- 0.63% |
$2.07K - $2.2K
|
10.1K
$341K
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 0.68% |
$3.24K - $3.44K
|
14.5K
$490K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4.47K+ 10.25% |
$145K - $154K
|
48.1K
$1.63M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-7.02K- 2.58% |
$227K - $241K
|
265K
$8.96M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.96K- 0.27% |
$193K - $205K
|
2.23M
$75.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
95+ 1.92% |
$3.07K - $3.27K
|
5.03K
$170K
|
|
|
Jan 08, 2026
Q4 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
12+ 2.65% |
$388 - $412
|
464
$15.7K
|
|