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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
25.6K+ 3.98% |
$827K - $879K
|
668K
$22.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.28K- 20.81% |
$73.9K - $78.5K
|
8.69K
$294K
|
|
|
Jan 08, 2026
Q4 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
2.96K+ 2.55% |
$95.6K - $102K
|
119K
$4.01M
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
21+ 0.17% |
$679 - $722
|
12.3K
$414K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
151+ 0.59% |
$4.88K - $5.19K
|
25.7K
$867K
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-332- 3.52% |
$10.7K - $11.4K
|
9.09K
$307K
|
|
|
Jan 07, 2026
Q4 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-115KClosed |
$3.71M - $3.94M
|
0
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Marotta Asset Management
|
SELL
|
- |
-10.5K- 6.77% |
$339K - $360K
|
144K
$4.88M
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
BUY
|
- |
5.05K+ 6.61% |
$163K - $174K
|
81.5K
$2.76M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-502- 1.08% |
$16.2K - $17.3K
|
46K
$1.56M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-648- 2.98% |
$21K - $22.3K
|
21.1K
$713K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-58- 22.92% |
$1.88K - $1.99K
|
195
$6.59K
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
33.6K+ 1.71% |
$1.09M - $1.16M
|
2M
$67.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-247- 0.06% |
$7.99K - $8.49K
|
449K
$15.2M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
871+ 13.13% |
$28.2K - $29.9K
|
7.51K
$254K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-305- 0.45% |
$9.87K - $10.5K
|
66.9K
$2.26M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-355- 5.43% |
$11.5K - $12.2K
|
6.19K
$209K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.19K- 7.53% |
$38.5K - $40.9K
|
14.6K
$494K
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
SELL
|
- |
-221- 0.09% |
$7.15K - $7.6K
|
242K
$8.17M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-31- 0.16% |
$1K - $1.07K
|
19.2K
$650K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
134New |
$4.33K - $4.61K
|
134
$4.53K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
578K+ 58.15% |
$17.4M - $19.3M
|
1.57M
$53.1M
|
|
|
Jan 12, 2026
Q3 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
543+ 0.66% |
$16.4K - $18.1K
|
83.2K
$2.81M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-118K- 99.93% |
$3.56M - $3.95M
|
80
$2.7K
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
510+ 0.18% |
$15.4K - $17K
|
290K
$9.82M
|
|
|
Dec 05, 2025
Q3 2025
|
Vestwell Advisors, LLC
New York, NY |
BUY
|
- |
2.1K+ 726.64% |
$63.3K - $70.1K
|
2.39K
$80.8K
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-44- 5.49% |
$1.33K - $1.47K
|
758
$25.6K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.94K+ 15.4% |
$119K - $131K
|
29.5K
$998K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.86K+ 3.31% |
$56.2K - $62.2K
|
58.2K
$1.97M
|
|
|
Dec 01, 2025
Q3 2025
|
Payne Capital Management, LLC
New York, NY |
BUY
|
- |
15.8K+ 8.04% |
$475K - $526K
|
212K
$7.16M
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
854+ 5.29% |
$25.7K - $28.5K
|
17K
$575K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.76K- 3.36% |
$53K - $58.7K
|
50.6K
$1.71M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
12.3K+ 84.29% |
$370K - $410K
|
26.8K
$908K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
2.36K+ 10.65% |
$71.2K - $78.8K
|
24.5K
$830K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
801+ 3.95% |
$24.1K - $26.7K
|
21.1K
$712K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.4K- 5.49% |
$434K - $481K
|
248K
$8.38M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
14K+ 12.85% |
$420K - $466K
|
123K
$4.14M
|
|
|
Nov 19, 2025
Q3 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
514+ 0.68% |
$15.5K - $17.2K
|
76.3K
$2.58M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.32K+ 14.25% |
$130K - $144K
|
34.6K
$1.17M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.14K- 0.95% |
$34.2K - $37.9K
|
119K
$4.02M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
3.2KNew |
$96.5K - $107K
|
3.2K
$108K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-896K- 5.09% |
$27M - $29.9M
|
16.7M
$565M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
BUY
|
- |
1.15K+ 1.77% |
$34.6K - $38.3K
|
65.9K
$2.23M
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-17.3K- 21.88% |
$521K - $577K
|
61.8K
$2.09M
|
|
|
Nov 17, 2025
Q3 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-16- 1.5% |
$482 - $534
|
1.05K
$35.6K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
6.16KNew |
$186K - $206K
|
6.16K
$208K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-193K- 5.23% |
$5.82M - $6.45M
|
3.5M
$118M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.47K+ 34.56% |
$195K - $216K
|
25.2K
$851K
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
4.13K+ 48.3% |
$124K - $138K
|
12.7K
$429K
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
88+ 0.11% |
$2.65K - $2.94K
|
78.8K
$2.66M
|
|