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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-40.1K- 30.45% |
$1.21M - $1.34M
|
91.5K
$3.09M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
1.77K+ 6.98% |
$53.4K - $59.2K
|
27.2K
$919K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.85K- 17.4% |
$55.8K - $61.8K
|
8.79K
$297K
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
SELL
|
- |
-925- 12.82% |
$27.9K - $30.9K
|
6.29K
$213K
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
478+ 0.14% |
$14.4K - $16K
|
340K
$11.5M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
26.9KNew |
$810K - $897K
|
26.9K
$909K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6.96K+ 30.34% |
$210K - $232K
|
29.9K
$1.01M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
167New |
$5.03K - $5.57K
|
167
$5.65K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.96K+ 30.34% |
$210K - $232K
|
29.9K
$1.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
89+ 0.61% |
$2.68K - $2.97K
|
14.6K
$495K
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
321+ 0.29% |
$9.67K - $10.7K
|
111K
$3.74M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
220+ 3.03% |
$6.63K - $7.34K
|
7.48K
$253K
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
232K+ 11.51% |
$6.98M - $7.73M
|
2.25M
$75.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-4.04K- 12.86% |
$122K - $135K
|
27.4K
$925K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
34.4KNew |
$1.04M - $1.15M
|
34.4K
$1.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-604- 0.42% |
$18.2K - $20.2K
|
142K
$4.79M
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-14K- 69.57% |
$422K - $468K
|
6.13K
$207K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
16.6KNew |
$499K - $553K
|
16.6K
$560K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
15.5K+ 3.55% |
$468K - $518K
|
453K
$15.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.81K- 40.79% |
$54.4K - $60.3K
|
2.62K
$88.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
265+ 3.7% |
$7.98K - $8.84K
|
7.42K
$251K
|
|
|
Oct 30, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
15+ 0.17% |
$452 - $501
|
8.65K
$292K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
3.98K+ 2.24% |
$120K - $133K
|
181K
$6.13M
|
|
|
Oct 30, 2025
Q3 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-30- 0.21% |
$904 - $1K
|
14.6K
$492K
|
|
|
Oct 30, 2025
Q3 2025
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
SELL
|
- |
-2.21K- 0.98% |
$66.7K - $73.9K
|
224K
$7.58M
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
SELL
|
- |
-2.61K- 98.6% |
$78.5K - $87K
|
37
$1.25K
|
|
|
Oct 30, 2025
Q3 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
250K+ 112.57% |
$7.55M - $8.36M
|
473K
$16M
|
|
|
Oct 30, 2025
Q3 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
6.66KNew |
$201K - $222K
|
6.66K
$225K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
655New |
$19.7K - $21.9K
|
655
$22.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-774- 0.88% |
$23.3K - $25.8K
|
86.7K
$2.93M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
677+ 33.82% |
$20.4K - $22.6K
|
2.68K
$90.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3.82K+ 7.27% |
$115K - $127K
|
56.3K
$1.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
4.25K+ 11.88% |
$128K - $142K
|
40.1K
$1.35M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.6K- 0.69% |
$469K - $520K
|
2.24M
$75.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-400- 19.46% |
$12.1K - $13.3K
|
1.66K
$56K
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-607- 1.93% |
$18.3K - $20.3K
|
30.9K
$1.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.19KNew |
$35.9K - $39.7K
|
1.19K
$40.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-18.1K- 1.78% |
$547K - $605K
|
1M
$33.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-666- 4.58% |
$20.1K - $22.2K
|
13.9K
$470K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.07K+ 3.58% |
$32.2K - $35.7K
|
30.9K
$1.05M
|
|
|
Oct 29, 2025
Q3 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.11K- 6.64% |
$33.4K - $36.9K
|
15.6K
$526K
|
|
|
Oct 28, 2025
Q3 2025
|
Bck Partners, Inc.
|
BUY
|
- |
2.29K+ 2.3% |
$68.9K - $76.3K
|
102K
$3.44M
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-13.1K- 2.51% |
$394K - $437K
|
509K
$17.2M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-345- 40.12% |
$10.4K - $11.5K
|
515
$17.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.77K- 4.58% |
$114K - $126K
|
78.6K
$2.66M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
3.58K+ 16.65% |
$108K - $119K
|
25.1K
$848K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.34K+ 1.14% |
$40.3K - $44.6K
|
119K
$4.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-8.27KClosed |
$249K - $276K
|
0
$0
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
31+ 9.06% |
$934 - $1.03K
|
373
$12.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.69K- 4.93% |
$141K - $157K
|
90.5K
$3.06M
|
|