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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
6.4KNew |
$193K - $214K
|
6.4K
$216K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
6.39KNew |
$193K - $213K
|
6.39K
$216K
|
|
|
Oct 21, 2025
Q3 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
6.31KNew |
$190K - $210K
|
6.31K
$213K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.3K+ 7.93% |
$190K - $210K
|
85.6K
$2.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.28KNew |
$189K - $209K
|
6.28K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.26K+ 2.1% |
$188K - $209K
|
304K
$10.3M
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
6.16KNew |
$186K - $206K
|
6.16K
$208K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
6.06KNew |
$183K - $202K
|
6.06K
$205K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.77K+ 12.26% |
$174K - $192K
|
52.8K
$1.78M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.98K+ 11.77% |
$150K - $166K
|
47.3K
$1.6M
|
|
|
Nov 06, 2025
Q3 2025
|
St. Louis Trust CO
|
BUY
|
- |
4.71K+ 2.08% |
$142K - $157K
|
231K
$7.82M
|
|
|
Nov 06, 2025
Q3 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
4.59K+ 9.56% |
$138K - $153K
|
52.5K
$1.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
4.53K+ 0.43% |
$136K - $151K
|
1.05M
$35.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.41K+ 27.89% |
$133K - $147K
|
20.2K
$684K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.37K+ 20.65% |
$132K - $146K
|
25.5K
$863K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.32K+ 14.25% |
$130K - $144K
|
34.6K
$1.17M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.26K+ 40.09% |
$128K - $142K
|
14.9K
$503K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.25K+ 16.15% |
$128K - $142K
|
30.6K
$1.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
4.25K+ 11.88% |
$128K - $142K
|
40.1K
$1.35M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
4.13K+ 48.3% |
$124K - $138K
|
12.7K
$429K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
3.98K+ 2.24% |
$120K - $133K
|
181K
$6.13M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.94K+ 15.4% |
$119K - $131K
|
29.5K
$998K
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
3.9K+ 48.19% |
$118K - $130K
|
12K
$406K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3.82K+ 7.27% |
$115K - $127K
|
56.3K
$1.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
3.58K+ 16.65% |
$108K - $119K
|
25.1K
$848K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.57K+ 6.21% |
$108K - $119K
|
61.1K
$2.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
3.32K+ 35.48% |
$100K - $111K
|
12.7K
$429K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
3.28K+ 3.1% |
$98.8K - $109K
|
109K
$3.68M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.27K+ 45.02% |
$98.4K - $109K
|
10.5K
$356K
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
3.25K+ 14.79% |
$97.9K - $108K
|
25.2K
$852K
|
|
|
Nov 13, 2025
Q3 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.24K+ 2.54% |
$97.6K - $108K
|
131K
$4.42M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
3.2KNew |
$96.5K - $107K
|
3.2K
$108K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
3.13K+ 41.79% |
$94.4K - $105K
|
10.6K
$359K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.12K+ 13.47% |
$94K - $104K
|
26.3K
$888K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.1K+ 4.57% |
$93.5K - $104K
|
71K
$2.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3.06K+ 1.01% |
$92.2K - $102K
|
305K
$10.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Destination Wealth Management
|
BUY
|
- |
3.04K+ 2.99% |
$91.6K - $101K
|
105K
$3.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
3.01KNew |
$90.6K - $100K
|
3.01K
$102K
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
2.96K+ 4.03% |
$89.2K - $98.8K
|
76.4K
$2.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
2.9K+ 15.86% |
$87.4K - $96.8K
|
21.2K
$717K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.83K+ 39.16% |
$85.3K - $94.4K
|
10.1K
$340K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.81K+ 0.82% |
$84.8K - $93.9K
|
344K
$11.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.68K+ 0.2% |
$80.7K - $89.3K
|
1.33M
$44.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.62K+ 10.57% |
$78.8K - $87.3K
|
27.3K
$925K
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.55K+ 9.98% |
$76.7K - $84.9K
|
28.1K
$949K
|
|
|
Nov 12, 2025
Q3 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
2.49K+ 2.4% |
$75.1K - $83.1K
|
106K
$3.6M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
2.36K+ 10.65% |
$71.2K - $78.8K
|
24.5K
$830K
|
|
|
Oct 28, 2025
Q3 2025
|
Bck Partners, Inc.
|
BUY
|
- |
2.29K+ 2.3% |
$68.9K - $76.3K
|
102K
$3.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
2.28K+ 6.64% |
$68.5K - $75.9K
|
36.5K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.25K+ 693.83% |
$67.7K - $75K
|
2.57K
$87K
|
|