Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-10.1K- 4.43% |
$303K - $336K
|
217K
$7.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-9.69K- 7.3% |
$292K - $323K
|
123K
$4.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.27K- 20.94% |
$279K - $309K
|
35K
$1.18M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-8.27KClosed |
$249K - $276K
|
0
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-7.93K- 5.07% |
$239K - $265K
|
149K
$5.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-7.05K- 2.35% |
$212K - $235K
|
293K
$9.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-6.9K- 2.05% |
$208K - $230K
|
330K
$11.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.07K- 36.41% |
$183K - $203K
|
10.6K
$359K
|
|
|
Nov 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-5.85K- 2.14% |
$176K - $195K
|
267K
$9.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-5.8K- 5.91% |
$175K - $193K
|
92.3K
$3.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-5.63K- 3.13% |
$170K - $188K
|
174K
$5.89M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.61K- 1.61% |
$169K - $187K
|
343K
$11.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.59K- 11.3% |
$168K - $186K
|
43.8K
$1.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-4.87K- 8.84% |
$147K - $163K
|
50.3K
$1.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.69K- 4.93% |
$141K - $157K
|
90.5K
$3.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4.46K- 2.5% |
$134K - $149K
|
174K
$5.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.32K- 1.27% |
$130K - $144K
|
336K
$11.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-4K- 9.71% |
$120K - $133K
|
37.2K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-3.92K- 1.44% |
$118K - $131K
|
268K
$9.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Joule Financial, LLC
|
SELL
|
- |
-3.88K- 2.33% |
$117K - $130K
|
163K
$5.51M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.8K- 3.49% |
$115K - $127K
|
105K
$3.55M
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-3.8K- 2.51% |
$114K - $127K
|
147K
$4.98M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.77K- 4.58% |
$114K - $126K
|
78.6K
$2.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.49K- 1.72% |
$105K - $116K
|
199K
$6.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-3.49K- 34.82% |
$105K - $116K
|
6.53K
$221K
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-3.42K- 0.69% |
$103K - $114K
|
491K
$16.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-3.38K- 0.45% |
$102K - $113K
|
746K
$25.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.36K- 0.4% |
$101K - $112K
|
835K
$28.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-3.26K- 7.98% |
$98.1K - $109K
|
37.6K
$1.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-3.23K- 22.34% |
$97.2K - $108K
|
11.2K
$379K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.07K- 2.34% |
$92.6K - $103K
|
128K
$4.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-3.01K- 3.52% |
$90.7K - $100K
|
82.4K
$2.79M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-2.88K- 3.71% |
$86.7K - $96.1K
|
74.6K
$2.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.87K- 10.03% |
$86.5K - $95.8K
|
25.8K
$871K
|
|
|
Nov 07, 2025
Q3 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-2.84K- 17.55% |
$85.7K - $94.9K
|
13.4K
$452K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.83K- 25.8% |
$85.3K - $94.5K
|
8.14K
$275K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.79K- 0.39% |
$83.9K - $93K
|
706K
$23.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.72K- 9.45% |
$81.8K - $90.6K
|
26K
$880K
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
SELL
|
- |
-2.61K- 98.6% |
$78.5K - $87K
|
37
$1.25K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-2.54K- 14.97% |
$76.7K - $84.9K
|
14.5K
$489K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.54K- 2.25% |
$76.5K - $84.7K
|
110K
$3.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.52K- 1.51% |
$75.8K - $84K
|
164K
$5.55M
|
|
|
Oct 20, 2025
Q3 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-2.46K- 1.86% |
$74.2K - $82.2K
|
130K
$4.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.43K- 2.47% |
$73.2K - $81.1K
|
95.9K
$3.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-2.27K- 7.29% |
$68.2K - $75.6K
|
28.8K
$974K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.22K- 1.72% |
$66.9K - $74.1K
|
127K
$4.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-2.22K- 2.11% |
$66.8K - $74K
|
103K
$3.48M
|
|
|
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 10, 2025
Q3 2025
|
Newton One Investments LLC
|
SELL
|
- |
-2.18K- 44.75% |
$65.6K - $72.6K
|
2.69K
$90.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-2.17K- 1.86% |
$65.4K - $72.5K
|
114K
$3.86M
|
|