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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-645- 23.09% |
$15.7K - $19.5K
|
2.15K
$72.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.97K+ 7.63% |
$48K - $59.5K
|
27.8K
$940K
|
|
|
Aug 08, 2025
Q2 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
9+ 0.11% |
$219 - $272
|
8.35K
$282K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-636- 2.23% |
$15.5K - $19.2K
|
27.9K
$944K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
25+ 49.02% |
$610 - $755
|
76
$2.57K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
26New |
$634 - $785
|
26
$879
|
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-4.5K- 32.7% |
$110K - $136K
|
9.26K
$313K
|
|
|
Aug 07, 2025
Q2 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-7K- 14.75% |
$171K - $211K
|
40.5K
$1.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-9.83K- 48.47% |
$240K - $297K
|
10.4K
$353K
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
SELL
|
- |
-1.84K- 12.27% |
$44.8K - $55.5K
|
13.1K
$445K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-249- 1.78% |
$6.07K - $7.51K
|
13.7K
$465K
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-811- 2.14% |
$19.8K - $24.5K
|
37.2K
$1.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-347- 3.05% |
$8.46K - $10.5K
|
11K
$373K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-764- 62.27% |
$18.6K - $23.1K
|
463
$15.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-24- 53.33% |
$585 - $724
|
21
$710
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-58- 4.25% |
$1.41K - $1.75K
|
1.31K
$44.2K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-186- 54.87% |
$4.53K - $5.61K
|
153
$5.17K
|
|
|
Aug 04, 2025
Q2 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-494- 3.26% |
$12K - $14.9K
|
14.6K
$495K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$73.1 - $90.5
|
2.5K
$84.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-490- 5.31% |
$11.9K - $14.8K
|
8.73K
$295K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.29K- 54.2% |
$31.5K - $39K
|
1.09K
$36.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-682- 6.6% |
$16.6K - $20.6K
|
9.66K
$326K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Alliance, LLC
Atlanta, GA |
SELL
|
- |
-604- 2.77% |
$14.7K - $18.2K
|
21.2K
$717K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
29New |
$707 - $875
|
29
$980
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-1.37K- 4.14% |
$33.3K - $41.2K
|
31.6K
$1.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.77K- 0.74% |
$43.2K - $53.5K
|
236K
$8M
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
137+ 57.08% |
$3.34K - $4.13K
|
377
$12.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
761New |
$18.6K - $23K
|
761
$25.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
1+ 0.01% |
$24.4 - $30.2
|
13.2K
$447K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.95K- 2.2% |
$47.5K - $58.9K
|
86.9K
$2.94M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
8.73KNew |
$213K - $264K
|
8.73K
$295K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.84KNew |
$215K - $267K
|
8.84K
$299K
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-10- 2.03% |
$244 - $302
|
483
$16.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
28New |
$683 - $845
|
28
$947
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.51K- 12.17% |
$36.9K - $45.6K
|
10.9K
$369K
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
160+ 0.32% |
$3.9K - $4.83K
|
50.3K
$1.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-470- 3.73% |
$11.5K - $14.2K
|
12.1K
$410K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.8K- 3.88% |
$92.6K - $115K
|
94.2K
$3.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.31K+ 5945.45% |
$31.9K - $39.5K
|
1.33K
$45K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-189- 1.98% |
$4.61K - $5.7K
|
9.38K
$317K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-540- 1.51% |
$13.2K - $16.3K
|
35.3K
$1.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
SELL
|
- |
-8.14K- 3.98% |
$198K - $246K
|
197K
$6.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
20.1KNew |
$489K - $606K
|
20.1K
$678K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-5.84K- 34.71% |
$142K - $176K
|
11K
$371K
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
7.99KNew |
$195K - $241K
|
7.99K
$270K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
4+ 0.13% |
$97.5 - $121
|
3.07K
$104K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-637- 3.6% |
$15.5K - $19.2K
|
17.1K
$577K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
7.04KNew |
$172K - $212K
|
7.04K
$238K
|
|
|
Jul 18, 2025
Q2 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
SELL
|
- |
-760- 9.97% |
$18.5K - $22.9K
|
6.86K
$232K
|
|
|
Jul 18, 2025
Q2 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
12+ 0.12% |
$293 - $362
|
9.83K
$332K
|
|