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 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
|
Kearns & Associates LLC
|
SELL
|
- |
-1- -0.0% |
$30.1 - $33.4
|
25.2K
$853K
|
|
|
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
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-3.01K- 3.52% |
$90.7K - $100K
|
82.4K
$2.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.37K- 0.56% |
$41.2K - $45.7K
|
244K
$8.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
404+ 2.42% |
$12.2K - $13.5K
|
17.1K
$577K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
17New |
$512 - $567
|
17
$575
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
BUY
|
- |
620+ 3.05% |
$18.7K - $20.7K
|
21K
$709K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-4K- 9.71% |
$120K - $133K
|
37.2K
$1.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-965- 12.53% |
$29.1K - $32.2K
|
6.73K
$228K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-5.78K- 5.1% |
$174K - $193K
|
108K
$3.64M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.09K- 1.83% |
$32.8K - $36.3K
|
58.5K
$1.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
314KNew |
$9.48M - $10.5M
|
314K
$10.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-16.5K- 7.31% |
$497K - $551K
|
209K
$7.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.36K- 0.4% |
$101K - $112K
|
835K
$28.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
19New |
$572 - $634
|
19
$642
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-407- 0.91% |
$12.3K - $13.6K
|
44.2K
$1.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-900- 2.46% |
$27.1K - $30K
|
35.7K
$1.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
269+ 0.95% |
$8.1K - $8.98K
|
28.5K
$964K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-344- 0.29% |
$10.4K - $11.5K
|
119K
$4.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-62- 0.74% |
$1.87K - $2.07K
|
8.37K
$283K
|
|
|
Oct 21, 2025
Q3 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
674+ 2.82% |
$20.3K - $22.5K
|
24.6K
$831K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-678- 2.21% |
$20.4K - $22.6K
|
29.9K
$1.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
6.64KNew |
$200K - $221K
|
6.64K
$224K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
75+ 0.82% |
$2.26K - $2.5K
|
9.23K
$312K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
34+ 0.2% |
$1.02K - $1.13K
|
17.3K
$586K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1.83K+ 17.28% |
$55.2K - $61.1K
|
12.4K
$420K
|
|