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 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-352- 3.6% |
$10.6K - $11.7K
|
9.42K
$319K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.16% |
$30.1 - $33.4
|
619
$20.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-3.84K- 1.91% |
$116K - $128K
|
197K
$6.67M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.15K+ 11.73% |
$34.7K - $38.4K
|
11K
$371K
|
|
|
Oct 09, 2025
Q3 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-1.49K- 4.64% |
$44.9K - $49.8K
|
30.6K
$1.04M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-104- 0.8% |
$3.13K - $3.47K
|
12.9K
$436K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.54KNew |
$197K - $218K
|
6.54K
$221K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.07K- 2.34% |
$92.6K - $103K
|
128K
$4.34M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.04K+ 3.36% |
$61.4K - $68K
|
62.7K
$2.12M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-9.71K- 3.45% |
$293K - $324K
|
272K
$9.2M
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
53+ 26.5% |
$1.6K - $1.77K
|
253
$8.55K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
10.5K+ 10.5% |
$316K - $350K
|
110K
$3.73M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
6.39KNew |
$193K - $213K
|
6.39K
$216K
|
|
|
Oct 08, 2025
Q3 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
647+ 0.56% |
$19.5K - $21.6K
|
116K
$3.91M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-245- 1.65% |
$7.38K - $8.18K
|
14.6K
$494K
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-28.9K- 79.29% |
$871K - $965K
|
7.55K
$255K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
SELL
|
- |
-649- 8.64% |
$19.6K - $21.7K
|
6.86K
$232K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
3+ 0.01% |
$90.4 - $100
|
42.8K
$1.45M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7.38K+ 67.51% |
$222K - $246K
|
18.3K
$619K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.6KNew |
$199K - $220K
|
6.6K
$223K
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
BUY
|
- |
1.32K+ 0.55% |
$39.8K - $44.1K
|
242K
$8.18M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.38K- 5.97% |
$41.6K - $46.1K
|
21.7K
$735K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
10.7K+ 0.7% |
$321K - $355K
|
1.54M
$52.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
18.4K+ 0.94% |
$554K - $613K
|
1.97M
$66.6M
|
|
|
Oct 06, 2025
Q3 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
552+ 6.51% |
$16.6K - $18.4K
|
9.03K
$305K
|
|
|
Oct 06, 2025
Q3 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
571+ 4.9% |
$17.2K - $19.1K
|
12.2K
$414K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-9.82K- 14.14% |
$296K - $328K
|
59.6K
$2.02M
|
|
|
Oct 02, 2025
Q3 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
6.44KNew |
$194K - $215K
|
6.44K
$218K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-2.88K- 3.71% |
$86.7K - $96.1K
|
74.6K
$2.52M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.92K- 1.34% |
$46.8K - $57.9K
|
141K
$4.78M
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
SELL
|
- |
-5.59K- 69.88% |
$136K - $169K
|
2.41K
$81.5K
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
6.8KNew |
$166K - $205K
|
6.8K
$230K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
139+ 1.3% |
$3.39K - $4.2K
|
10.9K
$367K
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.31K+ 2.51% |
$154K - $190K
|
258K
$8.71M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
139New |
$3.39K - $4.2K
|
139
$4.7K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-22- 0.78% |
$536 - $664
|
2.81K
$94.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.16KNew |
$126K - $156K
|
5.16K
$175K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-361K- 96.55% |
$8.79M - $10.9M
|
12.9K
$435K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2+ 0.02% |
$48.8 - $60.4
|
9.25K
$313K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-189- 4.36% |
$4.61K - $5.7K
|
4.14K
$140K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.44KNew |
$35K - $43.3K
|
1.44K
$48.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
76.1KNew |
$1.86M - $2.3M
|
76.1K
$2.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-9.94K- 52.06% |
$242K - $300K
|
9.15K
$309K
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
18+ 0.11% |
$439 - $543
|
15.8K
$533K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.66K- 8.54% |
$89.2K - $110K
|
39.1K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
20+ 0.12% |
$488 - $604
|
16.7K
$565K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.21K+ 1.29% |
$29.6K - $36.6K
|
95.1K
$3.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.88K+ 5.69% |
$94.6K - $117K
|
72K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.99K+ 20.17% |
$244K - $301K
|
59.5K
$2.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.13% |
$24.4 - $30.2
|
772
$26.1K
|
|