Latest Institutional Purchases of Schwab Strategic Tr Us Emergin (SCHE)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Emergin (SCHE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
92.5K+ 4.46% |
$2.99M - $3.18M
|
2.17M
$73.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
40.9K+ 144.0% |
$1.32M - $1.41M
|
69.3K
$2.34M
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
33.6K+ 1.71% |
$1.09M - $1.16M
|
2M
$67.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
25.6K+ 3.98% |
$827K - $879K
|
668K
$22.6M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
18.3K+ 30.73% |
$593K - $630K
|
78K
$2.64M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
16.6KNew |
$538K - $571K
|
16.6K
$562K
|
|
|
Jan 20, 2026
Q4 2025
|
Cooke Wealth Management, LLC
Irvine, CA |
BUY
|
- |
13.3KNew |
$431K - $458K
|
13.3K
$450K
|
|
|
Jan 15, 2026
Q4 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
12K+ 15.5% |
$389K - $413K
|
89.6K
$3.03M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
10.8K+ 11.59% |
$350K - $371K
|
104K
$3.52M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
9.01K+ 9.05% |
$291K - $310K
|
109K
$3.67M
|
|
|
Jan 12, 2026
Q4 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
8.57K+ 8.36% |
$277K - $294K
|
111K
$3.75M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
8.36KNew |
$270K - $287K
|
8.36K
$283K
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
7.69K+ 0.5% |
$249K - $264K
|
1.55M
$52.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
7.65KNew |
$248K - $263K
|
7.65K
$259K
|
|
|
Jan 21, 2026
Q4 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
7.21K+ 8.42% |
$233K - $248K
|
92.9K
$3.14M
|
|
|
Jan 21, 2026
Q4 2025
|
Daytona Street Capital LLC
Saint Louis, MO |
BUY
|
- |
6.41KNew |
$207K - $220K
|
6.41K
$217K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
5.41K+ 8.01% |
$175K - $186K
|
72.9K
$2.47M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.17K+ 10.91% |
$167K - $178K
|
52.5K
$1.77M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
5.08KNew |
$164K - $174K
|
5.08K
$172K
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
BUY
|
- |
5.05K+ 6.61% |
$163K - $174K
|
81.5K
$2.76M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.54K+ 3.05% |
$147K - $156K
|
153K
$5.18M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4.47K+ 10.25% |
$145K - $154K
|
48.1K
$1.63M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.8K+ 12.43% |
$123K - $131K
|
34.4K
$1.16M
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
3.45K+ 0.81% |
$112K - $119K
|
429K
$14.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.41KNew |
$110K - $117K
|
3.41K
$115K
|
|
|
Jan 08, 2026
Q4 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
2.96K+ 2.55% |
$95.6K - $102K
|
119K
$4.01M
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
1.93KNew |
$62.3K - $66.2K
|
1.93K
$65.1K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.79K+ 9.78% |
$57.9K - $61.5K
|
20.1K
$679K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.34K+ 2.14% |
$43.4K - $46.1K
|
64K
$2.16M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.15K+ 1.96% |
$37K - $39.4K
|
59.6K
$2.02M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.09K+ 0.67% |
$35.3K - $37.5K
|
164K
$5.55M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
1.04K+ 285.71% |
$33.6K - $35.7K
|
1.4K
$47.5K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.02K+ 2.51% |
$33.1K - $35.2K
|
41.9K
$1.42M
|
|
|
Jan 15, 2026
Q4 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
1.01K+ 5.09% |
$32.6K - $34.7K
|
20.8K
$705K
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
963+ 1.19% |
$31.2K - $33.1K
|
81.9K
$2.77M
|
|
|
Jan 16, 2026
Q4 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
914+ 6.31% |
$29.6K - $31.4K
|
15.4K
$521K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
871+ 13.13% |
$28.2K - $29.9K
|
7.51K
$254K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
852New |
$27.6K - $29.3K
|
852
$28.8K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
844+ 9.35% |
$27.3K - $29K
|
9.87K
$334K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
783+ 0.04% |
$25.3K - $26.9K
|
2.1M
$70.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
761+ 3.1% |
$24.6K - $26.2K
|
25.3K
$856K
|
|
|
Jan 14, 2026
Q4 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
619+ 2.02% |
$20K - $21.3K
|
31.3K
$1.06M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
614+ 2.59% |
$19.9K - $21.1K
|
24.3K
$822K
|
|
|
Jan 08, 2026
Q4 2025
|
Kearns & Associates LLC
|
BUY
|
- |
610+ 2.42% |
$19.7K - $21K
|
25.8K
$874K
|
|
|
Jan 20, 2026
Q4 2025
|
Pflug Koory, LLC
|
BUY
|
- |
574+ 4.62% |
$18.6K - $19.7K
|
13K
$440K
|
|
|
Jan 14, 2026
Q4 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
525+ 0.92% |
$17K - $18K
|
57.5K
$1.95M
|
|
|
Jan 20, 2026
Q4 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
487+ 3.27% |
$15.8K - $16.7K
|
15.4K
$519K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
443+ 1.74% |
$14.3K - $15.2K
|
26K
$878K
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
396+ 0.56% |
$12.8K - $13.6K
|
71.4K
$2.42M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
343New |
$11.1K - $11.8K
|
343
$11.6K
|
|