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 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
79.3K+ 6.55% |
$2.39M - $2.65M
|
1.29M
$43.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-5.8K- 5.91% |
$175K - $193K
|
92.3K
$3.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-10.9K- 6.05% |
$328K - $363K
|
169K
$5.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-25- 19.84% |
$753 - $834
|
101
$3.41K
|
|
|
Nov 04, 2025
Q3 2025
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-26.1K- 2.06% |
$786K - $871K
|
1.24M
$42M
|
|
|
Nov 04, 2025
Q3 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-1.5K- 1.88% |
$45.2K - $50.1K
|
78.2K
$2.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
10.7K+ 16.04% |
$323K - $358K
|
77.6K
$2.62M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-71- 6.24% |
$2.14K - $2.37K
|
1.07K
$36.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-393- 0.67% |
$11.8K - $13.1K
|
58.6K
$1.98M
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
17New |
$512 - $567
|
17
$575
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-48- 8.39% |
$1.45K - $1.6K
|
524
$17.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.03KNew |
$212K - $235K
|
7.03K
$238K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
90.2K+ 59.01% |
$2.72M - $3.01M
|
243K
$8.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.81K+ 0.82% |
$84.8K - $93.9K
|
344K
$11.6M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
662+ 6.81% |
$19.9K - $22.1K
|
10.4K
$351K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.28M- 56.19% |
$38.5M - $42.7M
|
997K
$33.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-378- 2.46% |
$11.4K - $12.6K
|
15K
$507K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.63K+ 47.04% |
$49.1K - $54.4K
|
5.1K
$172K
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-266- 0.77% |
$8.01K - $8.88K
|
34.2K
$1.16M
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
44.3KNew |
$1.33M - $1.48M
|
44.3K
$1.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
BUY
|
- |
3+ 0.01% |
$90.4 - $100
|
30.1K
$1.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.87K+ 15.81% |
$56.3K - $62.3K
|
13.7K
$462K
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-427- 3.44% |
$12.9K - $14.2K
|
12K
$406K
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-3.8K- 2.51% |
$114K - $127K
|
147K
$4.98M
|
|
|
Nov 03, 2025
Q3 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
206+ 1.05% |
$6.21K - $6.87K
|
19.8K
$671K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-574- 1.57% |
$17.3K - $19.2K
|
36K
$1.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
16K+ 3.92% |
$483K - $535K
|
425K
$14.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
4.53K+ 0.43% |
$136K - $151K
|
1.05M
$35.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
91+ 0.16% |
$2.74K - $3.04K
|
56.4K
$1.91M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.79K- 0.39% |
$83.9K - $93K
|
706K
$23.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
2.96K+ 4.03% |
$89.2K - $98.8K
|
76.4K
$2.58M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.18K+ 34.14% |
$65.8K - $72.8K
|
8.58K
$290K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15.8KNew |
$475K - $527K
|
15.8K
$533K
|
|
|
Nov 03, 2025
Q3 2025
|
Joule Financial, LLC
|
SELL
|
- |
-3.88K- 2.33% |
$117K - $130K
|
163K
$5.51M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
130New |
$3.92K - $4.34K
|
130
$4.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-16- 5.0% |
$482 - $534
|
304
$10.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
SELL
|
- |
-135- 0.85% |
$4.07K - $4.5K
|
15.7K
$532K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
813+ 2.44% |
$24.5K - $27.1K
|
34.2K
$1.16M
|
|
|
Nov 03, 2025
Q3 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-232- 0.35% |
$6.99K - $7.74K
|
66K
$2.23M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-424- 2.74% |
$12.8K - $14.1K
|
15.1K
$509K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-87.3K- 14.97% |
$2.63M - $2.91M
|
496K
$16.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-13.3K- 38.84% |
$401K - $444K
|
21K
$709K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.87K+ 4.23% |
$56.5K - $62.5K
|
46.2K
$1.56M
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
671+ 1.34% |
$20.2K - $22.4K
|
50.6K
$1.71M
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-667- 8.79% |
$20.1K - $22.3K
|
6.93K
$234K
|
|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
29+ 5.38% |
$874 - $968
|
568
$19.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-27.4K- 50.71% |
$826K - $914K
|
26.6K
$900K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
590New |
$17.8K - $19.7K
|
590
$19.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.26K- 1.13% |
$38K - $42K
|
111K
$3.74M
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.55K+ 9.98% |
$76.7K - $84.9K
|
28.1K
$949K
|
|