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 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
15.4K+ 18.1% |
$463K - $513K
|
100K
$3.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-495- 1.53% |
$14.9K - $16.5K
|
32K
$1.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.86K- 3.8% |
$56K - $62K
|
47.1K
$1.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-54K- 1.43% |
$1.63M - $1.8M
|
3.71M
$125M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
BUY
|
- |
15.8KNew |
$477K - $529K
|
15.8K
$536K
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.27K+ 2.23% |
$38.2K - $42.3K
|
58.2K
$1.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
8.04K+ 5.31% |
$242K - $268K
|
160K
$5.39M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.36K- 8.47% |
$40.9K - $45.3K
|
14.7K
$496K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-827- 1.06% |
$24.9K - $27.6K
|
77.2K
$2.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-513- 2.07% |
$15.5K - $17.1K
|
24.3K
$822K
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-5.63K- 3.13% |
$170K - $188K
|
174K
$5.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
135+ 0.62% |
$4.07K - $4.5K
|
22K
$745K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.68K+ 0.2% |
$80.7K - $89.3K
|
1.33M
$44.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-37K- 19.99% |
$1.12M - $1.24M
|
148K
$5.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
14+ 0.06% |
$422 - $467
|
23.3K
$786K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-17.5K- 2.55% |
$529K - $586K
|
670K
$22.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
750+ 5.23% |
$22.6K - $25K
|
15.1K
$510K
|
|
|
Nov 13, 2025
Q3 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.24K+ 2.54% |
$97.6K - $108K
|
131K
$4.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Athena Investment Management
|
BUY
|
- |
1.59K+ 3.58% |
$47.9K - $53.1K
|
46K
$1.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
3.28K+ 3.1% |
$98.8K - $109K
|
109K
$3.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
18.9K+ 7.52% |
$568K - $629K
|
270K
$9.12M
|
|
|
Nov 13, 2025
Q3 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.29K+ 4.04% |
$38.7K - $42.9K
|
33.1K
$1.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
16K+ 180.5% |
$481K - $533K
|
24.8K
$839K
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-30- 0.21% |
$904 - $1K
|
14.3K
$482K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-449- 1.57% |
$13.5K - $15K
|
28.1K
$951K
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-3.38K- 0.45% |
$102K - $113K
|
746K
$25.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-2.22K- 2.11% |
$66.8K - $74K
|
103K
$3.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-498- 1.33% |
$15K - $16.6K
|
37K
$1.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
38.9K+ 1237.98% |
$1.17M - $1.3M
|
42.1K
$1.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.78K+ 9.84% |
$53.6K - $59.4K
|
19.9K
$672K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-360K- 49.19% |
$10.9M - $12M
|
372K
$12.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
160K+ 1483.4% |
$4.82M - $5.34M
|
171K
$5.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
208+ 0.62% |
$6.27K - $6.94K
|
33.9K
$1.14M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-13.3K- 0.7% |
$402K - $445K
|
1.9M
$64.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
23.4K+ 13.56% |
$705K - $780K
|
196K
$6.62M
|
|
|
Nov 13, 2025
Q3 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
54.6K+ 72.59% |
$1.64M - $1.82M
|
130K
$4.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-53- 0.64% |
$1.6K - $1.77K
|
8.2K
$277K
|
|
|
Nov 12, 2025
Q3 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-42.2K- 4.59% |
$1.27M - $1.41M
|
877K
$29.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
6.4KNew |
$193K - $214K
|
6.4K
$216K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.83K+ 39.16% |
$85.3K - $94.4K
|
10.1K
$340K
|
|
|
Nov 12, 2025
Q3 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
8.59K+ 4.88% |
$259K - $287K
|
185K
$6.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-809- 1.98% |
$24.4K - $27K
|
40.1K
$1.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-4.87K- 8.84% |
$147K - $163K
|
50.3K
$1.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-93- 0.91% |
$2.8K - $3.1K
|
10.1K
$343K
|
|
|
Nov 12, 2025
Q3 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
8.51K+ 19.01% |
$256K - $284K
|
53.3K
$1.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Mcia Inc
|
BUY
|
- |
763KNew |
$23M - $25.4M
|
763K
$25.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
2.49K+ 2.4% |
$75.1K - $83.1K
|
106K
$3.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
3.32K+ 35.48% |
$100K - $111K
|
12.7K
$429K
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
8+ 0.0% |
$241 - $267
|
227K
$7.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
275+ 0.96% |
$8.29K - $9.18K
|
29K
$980K
|
|