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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.21K- 7.08% |
$85.5K - $97K
|
42.1K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.06K- 5.6% |
$28.3K - $32.2K
|
17.9K
$476K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-4.11K- 90.66% |
$109K - $124K
|
423
$11.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
83.7K+ 7.13% |
$2.23M - $2.53M
|
1.26M
$33.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-101K- 4.14% |
$2.68M - $3.04M
|
2.33M
$61.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-6.72K- 6.83% |
$179K - $203K
|
91.7K
$2.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
189+ 6.37% |
$5.03K - $5.71K
|
3.16K
$83.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
984+ 5788.24% |
$26.2K - $29.7K
|
1K
$26.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2.05KNew |
$54.5K - $61.9K
|
2.05K
$54.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
58+ 232.0% |
$1.54K - $1.75K
|
83
$2.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
BUY
|
- |
575+ 62.84% |
$15.3K - $17.4K
|
1.49K
$39.5K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
92+ 0.1% |
$2.45K - $2.78K
|
88.1K
$2.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
15.1K+ 5.74% |
$403K - $457K
|
279K
$7.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.21K+ 6.0% |
$58.8K - $66.8K
|
39K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7.84KNew |
$209K - $237K
|
7.84K
$208K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.35KNew |
$36.1K - $40.9K
|
1.35K
$35.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.43K+ 26.54% |
$118K - $134K
|
21.1K
$561K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-2.14K- 1.82% |
$56.9K - $64.6K
|
115K
$3.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
6.41K+ 3.99% |
$171K - $194K
|
167K
$4.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
39.3K+ 62.86% |
$1.05M - $1.19M
|
102K
$2.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
54.1K+ 3.54% |
$1.44M - $1.64M
|
1.58M
$42M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.67K- 21.5% |
$178K - $202K
|
24.3K
$646K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-526- 1.61% |
$14K - $15.9K
|
32.2K
$855K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
102K+ 5.51% |
$2.72M - $3.09M
|
1.96M
$51.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.2K+ 6.45% |
$830K - $942K
|
515K
$13.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.68K+ 8.56% |
$44.7K - $50.8K
|
21.3K
$565K
|
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
840+ 8.61% |
$22.4K - $25.4K
|
10.6K
$281K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
3.76KNew |
$100K - $114K
|
3.76K
$99.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
6.91K+ 1.4% |
$184K - $209K
|
501K
$13.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.27K+ 7.51% |
$194K - $220K
|
104K
$2.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-513K- 2.67% |
$13.7M - $15.5M
|
18.7M
$496M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-424- 1.26% |
$11.3K - $12.8K
|
33.2K
$880K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
27New |
$719 - $816
|
27
$717
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
330New |
$8.79K - $9.98K
|
330
$8.76K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
30.1KNew |
$801K - $909K
|
30.1K
$798K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.85K+ 16.53% |
$102K - $116K
|
27.1K
$720K
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
233+ 2.69% |
$6.2K - $7.04K
|
8.88K
$236K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
158K+ 28.19% |
$4.22M - $4.79M
|
721K
$19.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.34K+ 24.96% |
$116K - $131K
|
21.7K
$577K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.8K+ 5.37% |
$606K - $688K
|
447K
$11.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
257New |
$6.84K - $7.77K
|
257
$6.82K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3+ 0.49% |
$79.9 - $90.7
|
611
$16.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.54K- 4.97% |
$227K - $258K
|
163K
$4.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-80- 43.72% |
$2.13K - $2.42K
|
103
$2.73K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-252- 2.47% |
$6.71K - $7.62K
|
9.97K
$265K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-16K- 24.69% |
$427K - $485K
|
49K
$1.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
604+ 7.19% |
$16.1K - $18.3K
|
9.01K
$239K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
6New |
$160 - $181
|
6
$159
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-49- 0.59% |
$1.3K - $1.48K
|
8.19K
$217K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.73K- 0.96% |
$233K - $264K
|
901K
$23.9M
|