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 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
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
452New |
$11K - $13.6K
|
452
$15.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
284+ 7.69% |
$6.92K - $8.57K
|
3.98K
$134K
|
|
|
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 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-172- 0.88% |
$4.19K - $5.19K
|
19.3K
$651K
|
|
|
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
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
13.6K+ 51.35% |
$331K - $409K
|
40K
$1.35M
|
|
|
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
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-146- 20.36% |
$3.56K - $4.41K
|
571
$19.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-343- 98.56% |
$8.36K - $10.4K
|
5
$169
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
24New |
$585 - $724
|
24
$811
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
BUY
|
- |
35.6K+ 188.34% |
$867K - $1.07M
|
54.5K
$1.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-126- 0.62% |
$3.07K - $3.8K
|
20.1K
$681K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
87New |
$2.12K - $2.63K
|
87
$2.94K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.97KNew |
$48.1K - $59.6K
|
1.97K
$66.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
SELL
|
- |
-713- 3.41% |
$17.4K - $21.5K
|
20.2K
$682K
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-2.01K- 14.42% |
$48.9K - $60.5K
|
11.9K
$403K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
9+ 0.11% |
$219 - $272
|
7.93K
$268K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-52- 0.04% |
$1.27K - $1.57K
|
119K
$4.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
11+ 0.08% |
$268 - $332
|
14.1K
$476K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-300- 3.48% |
$7.31K - $9.05K
|
8.32K
$281K
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-5.25K- 1.14% |
$128K - $158K
|
454K
$15.3M
|
|