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 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-315- 1.21% |
$9.49K - $10.5K
|
25.6K
$867K
|
|
|
Nov 10, 2025
Q3 2025
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-11- 78.57% |
$331 - $367
|
3
$101
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9.35KNew |
$282K - $312K
|
9.35K
$316K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.87K- 10.03% |
$86.5K - $95.8K
|
25.8K
$871K
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-232- 0.25% |
$6.99K - $7.74K
|
91.1K
$3.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
3.13K+ 41.79% |
$94.4K - $105K
|
10.6K
$359K
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
921+ 6.04% |
$27.7K - $30.7K
|
16.2K
$546K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.63K- 19.39% |
$49.1K - $54.3K
|
6.77K
$229K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.08K- 4.48% |
$32.6K - $36.1K
|
23.1K
$780K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
31.5K+ 5837.85% |
$948K - $1.05M
|
32K
$1.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
7.64K+ 5.28% |
$230K - $255K
|
152K
$5.15M
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
30.3KNew |
$912K - $1.01M
|
30.3K
$1.02M
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
1.82K+ 1.12% |
$54.9K - $60.8K
|
165K
$5.58M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
18.3K+ 13.38% |
$552K - $612K
|
155K
$5.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
SELL
|
- |
-997- 11.75% |
$30K - $33.3K
|
7.49K
$253K
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.54K+ 0.48% |
$46.4K - $51.4K
|
323K
$10.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.55K- 2.13% |
$107K - $118K
|
163K
$5.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
10.1K+ 12.09% |
$303K - $336K
|
93.3K
$3.15M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-257- 2.55% |
$7.74K - $8.58K
|
9.82K
$332K
|
|
|
Nov 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.3K+ 17.79% |
$39.2K - $43.4K
|
8.61K
$291K
|
|
|
Nov 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-5.85K- 2.14% |
$176K - $195K
|
267K
$9.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-748- 2.06% |
$22.5K - $25K
|
35.5K
$1.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
109+ 1.03% |
$3.28K - $3.64K
|
10.7K
$360K
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-15.5K- 10.22% |
$466K - $516K
|
136K
$4.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.07M+ 88.95% |
$92.3M - $102M
|
6.51M
$220M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-3.49K- 34.82% |
$105K - $116K
|
6.53K
$221K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-229- 1.28% |
$6.9K - $7.64K
|
17.6K
$595K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-678- 0.21% |
$20.4K - $22.6K
|
329K
$11.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-603- 4.85% |
$18.2K - $20.1K
|
11.8K
$400K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
719+ 3.91% |
$21.7K - $24K
|
19.1K
$646K
|
|
|
Nov 07, 2025
Q3 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-750- 6.8% |
$22.6K - $25K
|
10.3K
$348K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-5.62K- 11.41% |
$169K - $187K
|
43.6K
$1.47M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
586K+ 70.44% |
$17.7M - $19.6M
|
1.42M
$48M
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-438- 71.45% |
$13.2K - $14.6K
|
175
$5.92K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
10.6K+ 72.14% |
$318K - $353K
|
25.2K
$853K
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
11.5K+ 9.08% |
$346K - $383K
|
138K
$4.66M
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
47+ 0.39% |
$1.42K - $1.57K
|
12.2K
$413K
|
|
|
Nov 07, 2025
Q3 2025
|
Holistic Financial Partners
|
SELL
|
- |
-2.63K- 3.32% |
$79.2K - $87.7K
|
76.5K
$2.59M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.03% |
$30.1 - $33.4
|
3.88K
$131K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.05KNew |
$212K - $235K
|
7.05K
$238K
|
|
|
Nov 07, 2025
Q3 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-972- 0.6% |
$29.3K - $32.4K
|
160K
$5.41M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
876+ 1.54% |
$26.4K - $29.2K
|
57.6K
$1.95M
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
85New |
$2.56K - $2.84K
|
85
$2.87K
|
|
|
Nov 07, 2025
Q3 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-2.84K- 17.55% |
$85.7K - $94.9K
|
13.4K
$452K
|
|
|
Nov 07, 2025
Q3 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-272- 0.84% |
$8.2K - $9.08K
|
32.2K
$1.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-6.9K- 2.05% |
$208K - $230K
|
330K
$11.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
58.9K+ 8.89% |
$1.77M - $1.97M
|
722K
$24.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-20- 0.29% |
$603 - $667
|
6.87K
$232K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
500+ 3.32% |
$15.1K - $16.7K
|
15.6K
$526K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-83- 1.01% |
$2.5K - $2.77K
|
8.15K
$275K
|
|