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 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.21K+ 1.79% |
$36.4K - $40.3K
|
68.9K
$2.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-86- 0.82% |
$2.59K - $2.87K
|
10.3K
$350K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
84.5KNew |
$2.55M - $2.82M
|
84.5K
$2.86M
|
|
|
Oct 28, 2025
Q3 2025
|
Emerald Advisors, LLC
|
SELL
|
- |
-245- 0.61% |
$7.38K - $8.18K
|
40K
$1.35M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-225- 1.84% |
$6.78K - $7.51K
|
12K
$407K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.1K+ 4.57% |
$93.5K - $104K
|
71K
$2.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-6- 0.03% |
$181 - $200
|
22.7K
$767K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3.49K- 2.24% |
$105K - $117K
|
153K
$5.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.07K- 36.41% |
$183K - $203K
|
10.6K
$359K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.08KNew |
$32.4K - $35.9K
|
1.08K
$36.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
9.26K+ 17.09% |
$279K - $309K
|
63.5K
$2.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-3.26K- 7.98% |
$98.1K - $109K
|
37.6K
$1.27M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-9.69K- 7.3% |
$292K - $323K
|
123K
$4.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.16K- 1.4% |
$34.8K - $38.5K
|
81.2K
$2.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-529- 1.69% |
$15.9K - $17.7K
|
30.7K
$1.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-2- 0.01% |
$60.3 - $66.7
|
14.2K
$481K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-80- 0.65% |
$2.41K - $2.67K
|
12.2K
$413K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.2K- 6.53% |
$36.3K - $40.2K
|
17.2K
$583K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
1.04KNew |
$31.3K - $34.7K
|
1.04K
$35.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
433K+ 2773.55% |
$13.1M - $14.5M
|
449K
$15.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-16.8K- 17.43% |
$507K - $561K
|
79.7K
$2.69M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-861- 4.24% |
$25.9K - $28.7K
|
19.5K
$658K
|
|
|
Oct 27, 2025
Q3 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
6.46K+ 29.47% |
$195K - $215K
|
28.4K
$959K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-84- 0.34% |
$2.53K - $2.8K
|
24.3K
$821K
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
7+ 0.06% |
$211 - $234
|
11.5K
$390K
|
|
|
Oct 24, 2025
Q3 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
2.03K+ 1.36% |
$61K - $67.6K
|
151K
$5.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
739+ 3.64% |
$22.3K - $24.7K
|
21.1K
$712K
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-39.3K- 11.67% |
$1.18M - $1.31M
|
297K
$10M
|
|
|
Oct 24, 2025
Q3 2025
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
25.2KNew |
$759K - $840K
|
25.2K
$851K
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-31- 0.26% |
$934 - $1.03K
|
11.8K
$400K
|
|
|
Oct 24, 2025
Q3 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-8.67K- 30.74% |
$261K - $289K
|
19.5K
$660K
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.7K- 0.79% |
$51.3K - $56.8K
|
214K
$7.23M
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-20.9K- 6.57% |
$630K - $697K
|
297K
$10M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-376- 0.94% |
$11.3K - $12.5K
|
39.7K
$1.34M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-13.1K- 2.51% |
$394K - $437K
|
509K
$17.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
911+ 5.5% |
$27.4K - $30.4K
|
17.5K
$591K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
7.66KNew |
$231K - $255K
|
7.66K
$259K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-180- 4.09% |
$5.42K - $6.01K
|
4.22K
$143K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-304- 18.32% |
$9.16K - $10.1K
|
1.36K
$45.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-143- 0.96% |
$4.31K - $4.77K
|
14.7K
$498K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
112+ 0.1% |
$3.37K - $3.74K
|
116K
$3.92M
|
|
|
Oct 23, 2025
Q3 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-678- 2.28% |
$20.4K - $22.6K
|
29K
$981K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.48K+ 1.97% |
$44.7K - $49.5K
|
76.7K
$2.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-7.05K- 2.35% |
$212K - $235K
|
293K
$9.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.28K+ 26.15% |
$98.7K - $109K
|
15.8K
$534K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.18K+ 8.58% |
$65.7K - $72.8K
|
27.6K
$933K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.3K+ 39.25% |
$372K - $412K
|
43.8K
$1.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.33K- 1.62% |
$40.1K - $44.4K
|
80.9K
$2.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-102- 0.08% |
$3.07K - $3.4K
|
124K
$4.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
45.5K+ 6.46% |
$1.37M - $1.52M
|
750K
$25.4M
|
|