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 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-614- 8.39% |
$18.5K - $20.5K
|
6.7K
$227K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.21K- 6.81% |
$36.3K - $40.2K
|
16.5K
$558K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.26K+ 2.1% |
$188K - $209K
|
304K
$10.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
1.12K+ 1.11% |
$33.7K - $37.3K
|
102K
$3.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-3.92K- 1.44% |
$118K - $131K
|
268K
$9.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
43.5K+ 14.97% |
$1.31M - $1.45M
|
334K
$11.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Washington Trust CO
|
BUY
|
- |
6.4KNew |
$193K - $214K
|
6.4K
$216K
|
|
|
Nov 12, 2025
Q3 2025
|
ETF Store, Inc.
|
BUY
|
- |
435+ 4.9% |
$13.1K - $14.5K
|
9.32K
$315K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
72+ 4.46% |
$2.17K - $2.4K
|
1.69K
$57K
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.43K- 2.47% |
$73.2K - $81.1K
|
95.9K
$3.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
6.65K+ 16.12% |
$200K - $222K
|
47.9K
$1.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
598+ 1.68% |
$18K - $20K
|
36.1K
$1.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-317- 1.54% |
$9.55K - $10.6K
|
20.2K
$684K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
828+ 9.5% |
$24.9K - $27.6K
|
9.54K
$323K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-519- 2.01% |
$15.6K - $17.3K
|
25.3K
$856K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
24.4K+ 233.93% |
$735K - $814K
|
34.8K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
79.3K+ 96.99% |
$2.39M - $2.64M
|
161K
$5.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4.46K- 2.5% |
$134K - $149K
|
174K
$5.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-997- 6.85% |
$30K - $33.3K
|
13.6K
$459K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45K+ 10.25% |
$1.36M - $1.5M
|
484K
$16.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
16.7K+ 55.4% |
$503K - $557K
|
46.8K
$1.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.49K- 1.72% |
$105K - $116K
|
199K
$6.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.32K- 1.27% |
$130K - $144K
|
336K
$11.3M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.27K+ 45.02% |
$98.4K - $109K
|
10.5K
$356K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
27.2KNew |
$819K - $907K
|
27.2K
$919K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1- 0.01% |
$30.1 - $33.4
|
7.66K
$259K
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-39.6K- 3.74% |
$1.19M - $1.32M
|
1.02M
$34.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
7.01KNew |
$211K - $234K
|
7.01K
$237K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
11+ 0.12% |
$331 - $367
|
9.31K
$315K
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-500- 2.23% |
$15.1K - $16.7K
|
22K
$742K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.48K+ 5.67% |
$44.5K - $49.3K
|
27.5K
$931K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
17+ 0.36% |
$512 - $567
|
4.72K
$160K
|
|
|
Nov 12, 2025
Q3 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
9.9K+ 66.83% |
$298K - $330K
|
24.7K
$835K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-248- 0.48% |
$7.47K - $8.28K
|
51K
$1.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-1.5K- 15.61% |
$45.3K - $50.2K
|
8.13K
$275K
|
|
|
Nov 12, 2025
Q3 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
1.8K+ 2.1% |
$54.2K - $60.1K
|
87.6K
$2.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.39K- 4.43% |
$42K - $46.5K
|
30.1K
$1.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
9.38KNew |
$282K - $313K
|
9.38K
$317K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.3K+ 7.93% |
$190K - $210K
|
85.6K
$2.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-16K- 16.24% |
$482K - $534K
|
82.5K
$2.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.52K- 1.51% |
$75.8K - $84K
|
164K
$5.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.28KNew |
$189K - $209K
|
6.28K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.77K+ 12.26% |
$174K - $192K
|
52.8K
$1.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-185- 1.86% |
$5.57K - $6.17K
|
9.79K
$331K
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
20.9KNew |
$631K - $699K
|
20.9K
$708K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-2.17K- 1.86% |
$65.4K - $72.5K
|
114K
$3.86M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-143- 4.27% |
$4.31K - $4.77K
|
3.21K
$108K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
8.6KNew |
$259K - $287K
|
8.6K
$291K
|
|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-16- 0.17% |
$482 - $534
|
9.63K
$326K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.59K- 11.3% |
$168K - $186K
|
43.8K
$1.48M
|
|