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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
2.28K+ 6.64% |
$68.5K - $75.9K
|
36.5K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Carter Financial Group, Inc.
Barrington, IL |
SELL
|
- |
-177- 2.57% |
$5.33K - $5.91K
|
6.7K
$227K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-250K- 83.8% |
$7.52M - $8.33M
|
48.2K
$1.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.79K+ 3.1% |
$235K - $260K
|
259K
$8.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.4K- 0.49% |
$314K - $348K
|
2.12M
$71.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.33K- 1.45% |
$39.9K - $44.2K
|
89.8K
$3.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9.34K+ 3.27% |
$281K - $312K
|
295K
$9.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
12.4KNew |
$372K - $412K
|
12.4K
$418K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
258New |
$7.77K - $8.61K
|
258
$8.72K
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-358- 2.29% |
$10.8K - $11.9K
|
15.2K
$515K
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
3.04K+ 2.99% |
$91.6K - $101K
|
105K
$3.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-2.54K- 14.97% |
$76.7K - $84.9K
|
14.5K
$489K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-51- 67.11% |
$1.54K - $1.7K
|
25
$845
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
11.2K+ 10.31% |
$338K - $374K
|
120K
$4.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
2.9K+ 15.86% |
$87.4K - $96.8K
|
21.2K
$717K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-119K- 7.28% |
$3.57M - $3.96M
|
1.51M
$51M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-159- 0.24% |
$4.79K - $5.31K
|
67.2K
$2.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-338- 1.57% |
$10.2K - $11.3K
|
21.2K
$716K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
48.6K+ 6.25% |
$1.46M - $1.62M
|
826K
$27.9M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.54K- 2.25% |
$76.5K - $84.7K
|
110K
$3.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-76- 0.08% |
$2.29K - $2.54K
|
97.1K
$3.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.63K+ 100.62% |
$260K - $288K
|
17.2K
$582K
|
|
|
Nov 14, 2025
Q3 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
247+ 1.07% |
$7.44K - $8.24K
|
23.3K
$787K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
33.4K+ 10.29% |
$1M - $1.11M
|
358K
$12.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-25.2K- 8.75% |
$759K - $841K
|
263K
$8.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
28.4K+ 2.02% |
$856K - $949K
|
1.44M
$48.5M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-771- 4.24% |
$23.2K - $25.7K
|
17.4K
$588K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
18.9K+ 54.76% |
$569K - $630K
|
53.3K
$1.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-403- 3.12% |
$12.1K - $13.4K
|
12.5K
$424K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.5K- 39.69% |
$527K - $584K
|
26.6K
$899K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-401K- 2.05% |
$12.1M - $13.4M
|
19.1M
$647M
|
|
|
Nov 14, 2025
Q3 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
375+ 4.5% |
$11.3K - $12.5K
|
8.71K
$294K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
6.77KNew |
$204K - $226K
|
6.77K
$229K
|
|
|
Nov 14, 2025
Q3 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
39.2K+ 1305233.38% |
$1.18M - $1.31M
|
39.2K
$1.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.13K- 1.84% |
$33.9K - $37.5K
|
60.1K
$2.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-363- 3.16% |
$10.9K - $12.1K
|
11.1K
$376K
|
|
|
Nov 14, 2025
Q3 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
3.01KNew |
$90.6K - $100K
|
3.01K
$102K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
28K+ 13.12% |
$842K - $933K
|
241K
$8.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-12.8K- 36.47% |
$385K - $427K
|
22.3K
$753K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-1.86K- 2.66% |
$56.1K - $62.1K
|
68K
$2.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.26KNew |
$249K - $276K
|
8.26K
$279K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
718New |
$21.6K - $24K
|
718
$24.3K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.8K+ 24.92% |
$505K - $559K
|
84K
$2.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-80- 0.77% |
$2.41K - $2.67K
|
10.3K
$347K
|
|
|
Nov 13, 2025
Q3 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-90- 1.02% |
$2.71K - $3K
|
8.76K
$296K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-183- 10.29% |
$5.51K - $6.11K
|
1.6K
$53.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-274- 1.44% |
$8.26K - $9.14K
|
18.8K
$634K
|
|
|
Nov 13, 2025
Q3 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
34.8K+ 28.83% |
$1.05M - $1.16M
|
156K
$5.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.27K- 20.94% |
$279K - $309K
|
35K
$1.18M
|
|