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 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
208+ 2.08% |
$6.27K - $6.94K
|
10.2K
$345K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-71- 0.87% |
$2.14K - $2.37K
|
8.07K
$273K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
171K+ 11.9% |
$5.15M - $5.71M
|
1.61M
$54.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.25K+ 16.15% |
$128K - $142K
|
30.6K
$1.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
12.8K+ 17.55% |
$385K - $427K
|
85.6K
$2.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
490+ 16.75% |
$14.8K - $16.4K
|
3.42K
$115K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-60.9K- 24.57% |
$1.83M - $2.03M
|
187K
$6.32M
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-445- 48.0% |
$13.4K - $14.8K
|
482
$16.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-211- 3.18% |
$6.36K - $7.04K
|
6.43K
$217K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
802+ 11.44% |
$24.2K - $26.8K
|
7.81K
$264K
|
|
|
Nov 06, 2025
Q3 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
4.59K+ 9.56% |
$138K - $153K
|
52.5K
$1.78M
|
|
|
Nov 06, 2025
Q3 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
470+ 1.5% |
$14.2K - $15.7K
|
31.8K
$1.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.62K+ 10.57% |
$78.8K - $87.3K
|
27.3K
$925K
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
29.8KNew |
$898K - $995K
|
29.8K
$1.01M
|
|
|
Nov 06, 2025
Q3 2025
|
St. Louis Trust CO
|
BUY
|
- |
4.71K+ 2.08% |
$142K - $157K
|
231K
$7.82M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
304K+ 3.0% |
$9.16M - $10.1M
|
10.4M
$353M
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
9.37K+ 5.75% |
$282K - $313K
|
172K
$5.83M
|
|
|
Nov 06, 2025
Q3 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-61.6K- 21.94% |
$1.86M - $2.06M
|
219K
$7.41M
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-205- 0.8% |
$6.18K - $6.84K
|
25.3K
$856K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-1.12K- 20.53% |
$33.7K - $37.3K
|
4.33K
$146K
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
169+ 1.12% |
$5.09K - $5.64K
|
15.3K
$517K
|
|
|
Nov 05, 2025
Q3 2025
|
Modus Advisors, LLC
|
BUY
|
- |
798+ 5.0% |
$24K - $26.6K
|
16.8K
$567K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.98K+ 11.77% |
$150K - $166K
|
47.3K
$1.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.61K- 1.61% |
$169K - $187K
|
343K
$11.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.45KNew |
$43.6K - $48.3K
|
1.45K
$48.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
227+ 0.23% |
$6.84K - $7.57K
|
97.6K
$3.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
SELL
|
- |
-82- 0.69% |
$2.47K - $2.74K
|
11.9K
$402K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-965- 2.53% |
$29.1K - $32.2K
|
37.1K
$1.26M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-15.8K- 48.32% |
$477K - $528K
|
16.9K
$572K
|
|
|
Nov 05, 2025
Q3 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
8.06K+ 39.63% |
$243K - $269K
|
28.4K
$960K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-805- 3.49% |
$24.3K - $26.9K
|
22.2K
$752K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.05K+ 10.49% |
$61.7K - $68.3K
|
21.6K
$729K
|
|
|
Nov 05, 2025
Q3 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.91K- 4.06% |
$57.5K - $63.7K
|
45.1K
$1.53M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
6.06KNew |
$183K - $202K
|
6.06K
$205K
|
|
|
Nov 05, 2025
Q3 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-2.27K- 7.29% |
$68.2K - $75.6K
|
28.8K
$974K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.33K+ 5.95% |
$40.1K - $44.4K
|
23.7K
$802K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
43.4KNew |
$1.31M - $1.45M
|
43.4K
$1.47M
|
|
|
Nov 05, 2025
Q3 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
11.8K+ 80.16% |
$355K - $393K
|
26.5K
$896K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
426New |
$12.8K - $14.2K
|
426
$14.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
155+ 0.76% |
$4.67K - $5.17K
|
20.5K
$695K
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-129- 0.5% |
$3.89K - $4.3K
|
25.5K
$862K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
53+ 16.72% |
$1.6K - $1.77K
|
370
$12.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
454KNew |
$13.7M - $15.2M
|
454K
$15.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
15+ 0.02% |
$452 - $501
|
97.7K
$3.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
11.2KNew |
$339K - $375K
|
11.2K
$380K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-680- 19.46% |
$20.5K - $22.7K
|
2.82K
$95.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.42K- 1.7% |
$42.6K - $47.2K
|
81.8K
$2.77M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-971- 6.47% |
$29.3K - $32.4K
|
14K
$475K
|
|
|
Nov 04, 2025
Q3 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
43+ 2150.0% |
$1.3K - $1.43K
|
45
$1.52K
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-3.4K- 11.8% |
$103K - $114K
|
25.4K
$860K
|
|