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 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.38% |
$25.5 - $29.5
|
265
$7.67K
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
7.49KNew |
$191K - $221K
|
7.49K
$217K
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-1.48K- 0.15% |
$37.7K - $43.7K
|
981K
$28.4M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.7K- 13.41% |
$297K - $345K
|
75.5K
$2.18M
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-122- 0.61% |
$3.1K - $3.6K
|
19.8K
$573K
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-327- 0.36% |
$8.32K - $9.66K
|
90K
$2.6M
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
5.65K+ 7.63% |
$144K - $167K
|
79.7K
$2.31M
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
102K+ 5.22% |
$2.59M - $3.01M
|
2.06M
$59.5M
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-346- 8.25% |
$8.81K - $10.2K
|
3.85K
$111K
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
45.1K+ 5.09% |
$1.15M - $1.33M
|
931K
$27M
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-3.03K- 23.14% |
$77.1K - $89.5K
|
10.1K
$291K
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-130- 1.0% |
$3.31K - $3.84K
|
12.9K
$372K
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-11K- 24.39% |
$281K - $326K
|
34.2K
$990K
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.19% |
$25.5 - $29.5
|
518
$15K
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-78.6K- 5.68% |
$2M - $2.32M
|
1.3M
$37.8M
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.85K- 2.56% |
$72.4K - $84K
|
108K
$3.14M
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-2.34K- 2.05% |
$59.5K - $69.1K
|
112K
$3.24M
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-8.24K- 5.5% |
$210K - $243K
|
142K
$4.1M
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.61K- 1.93% |
$66.4K - $77K
|
133K
$3.84M
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.5K- 0.68% |
$38.3K - $44.4K
|
220K
$6.36M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
873+ 4.69% |
$22.2K - $25.8K
|
19.5K
$564K
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-11.8K- 58.83% |
$301K - $349K
|
8.28K
$240K
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.32K- 3.2% |
$33.7K - $39.1K
|
40K
$1.16M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.76K- 1.98% |
$95.6K - $111K
|
186K
$5.37M
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
2.6K+ 0.58% |
$66.2K - $76.8K
|
455K
$13.2M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-2.61K- 5.84% |
$66.4K - $77.1K
|
42.1K
$1.22M
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.16% |
$25.5 - $29.5
|
623
$18K
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-1.68K- 4.07% |
$42.8K - $49.7K
|
39.7K
$1.15M
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
3+ 0.03% |
$76.4 - $88.6
|
11.8K
$343K
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-15.7K- 49.13% |
$399K - $464K
|
16.3K
$470K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
463New |
$11.8K - $13.7K
|
463
$13.4K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
83.1K+ 24.38% |
$2.11M - $2.45M
|
424K
$12.3M
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-2.03K- 6.36% |
$51.5K - $59.8K
|
29.8K
$863K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
817+ 1.5% |
$20.8K - $24.1K
|
55.4K
$1.6M
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.16K+ 3060.53% |
$29.6K - $34.3K
|
1.2K
$34.8K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11K- 7.09% |
$279K - $324K
|
144K
$4.16M
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-223- 4.31% |
$5.68K - $6.59K
|
4.96K
$143K
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.6K- 2.95% |
$91.6K - $106K
|
119K
$3.43M
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-215- 1.31% |
$5.47K - $6.35K
|
16.2K
$470K
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
472KNew |
$12M - $13.9M
|
472K
$13.7M
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-5.57K- 14.91% |
$142K - $164K
|
31.8K
$919K
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-746- 2.14% |
$19K - $22K
|
34.1K
$988K
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-28.4K- 25.14% |
$723K - $839K
|
84.6K
$2.45M
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1K- 0.79% |
$25.5K - $29.5K
|
126K
$3.63M
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
327+ 1.71% |
$8.32K - $9.66K
|
19.5K
$563K
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
253+ 3.35% |
$6.44K - $7.47K
|
7.8K
$226K
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-2.55K- 0.84% |
$64.9K - $75.3K
|
300K
$8.68M
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.19K- 4.19% |
$107K - $124K
|
95.8K
$2.77M
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.72K+ 5.92% |
$43.8K - $50.9K
|
30.8K
$892K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.09KNew |
$27.7K - $32.2K
|
1.09K
$31.5K
|