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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
7+ 0.06% |
$211 - $234
|
11.5K
$390K
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
2.03K+ 1.36% |
$61K - $67.6K
|
151K
$5.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
739+ 3.64% |
$22.3K - $24.7K
|
21.1K
$712K
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-39.3K- 11.67% |
$1.18M - $1.31M
|
297K
$10M
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
25.2KNew |
$759K - $840K
|
25.2K
$851K
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-31- 0.26% |
$934 - $1.03K
|
11.8K
$400K
|
|
|
Oct 24, 2025
Q3 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-8.67K- 30.74% |
$261K - $289K
|
19.5K
$660K
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.7K- 0.79% |
$51.3K - $56.8K
|
214K
$7.23M
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-20.9K- 6.57% |
$630K - $697K
|
297K
$10M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-376- 0.94% |
$11.3K - $12.5K
|
39.7K
$1.34M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-13.1K- 2.51% |
$394K - $437K
|
509K
$17.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
911+ 5.5% |
$27.4K - $30.4K
|
17.5K
$591K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
7.66KNew |
$231K - $255K
|
7.66K
$259K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-180- 4.09% |
$5.42K - $6.01K
|
4.22K
$143K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-304- 18.32% |
$9.16K - $10.1K
|
1.36K
$45.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-143- 0.96% |
$4.31K - $4.77K
|
14.7K
$498K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
112+ 0.1% |
$3.37K - $3.74K
|
116K
$3.92M
|
|
|
Oct 23, 2025
Q3 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-678- 2.28% |
$20.4K - $22.6K
|
29K
$981K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.48K+ 1.97% |
$44.7K - $49.5K
|
76.7K
$2.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-7.05K- 2.35% |
$212K - $235K
|
293K
$9.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.18K+ 8.58% |
$65.7K - $72.8K
|
27.6K
$933K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.3K+ 39.25% |
$372K - $412K
|
43.8K
$1.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.33K- 1.62% |
$40.1K - $44.4K
|
80.9K
$2.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-102- 0.08% |
$3.07K - $3.4K
|
124K
$4.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
45.5K+ 6.46% |
$1.37M - $1.52M
|
750K
$25.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
7.66KNew |
$231K - $255K
|
7.66K
$259K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.93K- 14.21% |
$88.2K - $97.7K
|
17.7K
$598K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
25New |
$753 - $834
|
25
$845
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
54+ 0.69% |
$1.63K - $1.8K
|
7.83K
$265K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.05KNew |
$242K - $269K
|
8.05K
$272K
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-409- 3.48% |
$12.3K - $13.6K
|
11.4K
$384K
|
|
|
Oct 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-3.23K- 22.34% |
$97.2K - $108K
|
11.2K
$379K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-558- 3.44% |
$16.8K - $18.6K
|
15.7K
$529K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
134+ 0.19% |
$4.04K - $4.47K
|
70.3K
$2.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
45K+ 10.43% |
$1.36M - $1.5M
|
477K
$16.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-991- 12.03% |
$29.9K - $33.1K
|
7.25K
$245K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-793- 0.88% |
$23.9K - $26.5K
|
89.6K
$3.03M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-81- 0.14% |
$2.44K - $2.7K
|
58.5K
$1.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-7.93K- 5.07% |
$239K - $265K
|
149K
$5.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-517- 3.73% |
$15.6K - $17.3K
|
13.3K
$451K
|
|
|
Oct 22, 2025
Q3 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.23K+ 3.25% |
$37K - $40.9K
|
39K
$1.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
208New |
$6.27K - $6.94K
|
208
$7.03K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-1.42K- 19.14% |
$42.8K - $47.4K
|
6K
$203K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.22K- 13.13% |
$36.8K - $40.7K
|
8.08K
$273K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.22KNew |
$218K - $241K
|
7.22K
$244K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
136+ 1.88% |
$4.1K - $4.54K
|
7.37K
$249K
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-10.1K- 4.43% |
$303K - $336K
|
217K
$7.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
109K+ 262.52% |
$3.3M - $3.65M
|
151K
$5.11M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
3.9K+ 48.19% |
$118K - $130K
|
12K
$406K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3.06K+ 1.01% |
$92.2K - $102K
|
305K
$10.3M
|
|