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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
770+ 0.69% |
$23.2K - $25.7K
|
112K
$3.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
750+ 5.23% |
$22.6K - $25K
|
15.1K
$510K
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
739+ 3.64% |
$22.3K - $24.7K
|
21.1K
$712K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
739New |
$22.3K - $24.7K
|
739
$25K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
719+ 3.91% |
$21.7K - $24K
|
19.1K
$646K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
718New |
$21.6K - $24K
|
718
$24.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
690New |
$20.8K - $23K
|
690
$23.3K
|
|
|
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 21, 2025
Q3 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
674+ 2.82% |
$20.3K - $22.5K
|
24.6K
$831K
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
671+ 1.34% |
$20.2K - $22.4K
|
50.6K
$1.71M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
662+ 6.81% |
$19.9K - $22.1K
|
10.4K
$351K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
655New |
$19.7K - $21.9K
|
655
$22.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
BUY
|
- |
620+ 3.05% |
$18.7K - $20.7K
|
21K
$709K
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
598+ 1.68% |
$18K - $20K
|
36.1K
$1.22M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
590New |
$17.8K - $19.7K
|
590
$19.9K
|
|
|
Jan 12, 2026
Q3 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
543+ 0.66% |
$16.4K - $18.1K
|
83.2K
$2.81M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
536+ 5.23% |
$16.1K - $17.9K
|
10.8K
$365K
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
532+ 3.81% |
$16K - $17.8K
|
14.5K
$490K
|
|
|
Nov 19, 2025
Q3 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
514+ 0.68% |
$15.5K - $17.2K
|
76.3K
$2.58M
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
510+ 0.18% |
$15.4K - $17K
|
290K
$9.82M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
500+ 3.32% |
$15.1K - $16.7K
|
15.6K
$526K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
490+ 16.75% |
$14.8K - $16.4K
|
3.42K
$115K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
490+ 122.19% |
$14.8K - $16.4K
|
891
$30.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
478+ 0.14% |
$14.4K - $16K
|
340K
$11.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
470+ 1.5% |
$14.2K - $15.7K
|
31.8K
$1.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
470+ 74.84% |
$14.2K - $15.7K
|
1.1K
$37.1K
|
|
|
Nov 14, 2025
Q3 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
462+ 0.57% |
$13.9K - $15.4K
|
82K
$2.77M
|
|
|
Nov 12, 2025
Q3 2025
|
ETF Store, Inc.
|
BUY
|
- |
435+ 4.9% |
$13.1K - $14.5K
|
9.32K
$315K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
426New |
$12.8K - $14.2K
|
426
$14.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
404+ 2.42% |
$12.2K - $13.5K
|
17.1K
$577K
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
392+ 1.98% |
$11.8K - $13.1K
|
20.2K
$683K
|
|
|
Nov 14, 2025
Q3 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
375+ 4.5% |
$11.3K - $12.5K
|
8.71K
$294K
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
321+ 0.29% |
$9.67K - $10.7K
|
111K
$3.74M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
317+ 0.2% |
$9.55K - $10.6K
|
161K
$5.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
275+ 0.96% |
$8.29K - $9.18K
|
29K
$980K
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
269+ 0.95% |
$8.1K - $8.98K
|
28.5K
$964K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
269New |
$8.1K - $8.98K
|
269
$9.09K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
265+ 3.7% |
$7.98K - $8.84K
|
7.42K
$251K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
258New |
$7.77K - $8.61K
|
258
$8.72K
|
|
|
Nov 14, 2025
Q3 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
247+ 1.07% |
$7.44K - $8.24K
|
23.3K
$787K
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
227+ 0.23% |
$6.84K - $7.57K
|
97.6K
$3.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
220+ 3.03% |
$6.63K - $7.34K
|
7.48K
$253K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
208+ 0.62% |
$6.27K - $6.94K
|
33.9K
$1.14M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
208+ 2.08% |
$6.27K - $6.94K
|
10.2K
$345K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
208New |
$6.27K - $6.94K
|
208
$7.03K
|
|
|
Nov 03, 2025
Q3 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
206+ 1.05% |
$6.21K - $6.87K
|
19.8K
$671K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
200New |
$6.03K - $6.67K
|
200
$6.76K
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
169+ 1.12% |
$5.09K - $5.64K
|
15.3K
$517K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
167New |
$5.03K - $5.57K
|
167
$5.65K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
136+ 1.88% |
$4.1K - $4.54K
|
7.37K
$249K
|
|