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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-31- 0.06% |
$826 - $937
|
50.3K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.51K+ 525.94% |
$66.9K - $76K
|
2.99K
$79.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-65- 0.04% |
$1.73K - $1.96K
|
174K
$4.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.23K+ 0.7% |
$32.8K - $37.2K
|
176K
$4.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-17- 0.09% |
$453 - $514
|
18.4K
$490K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.2KNew |
$31.8K - $36.1K
|
1.2K
$31.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-1.46K- 0.69% |
$38.7K - $44K
|
208K
$5.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-327- 2.71% |
$8.71K - $9.89K
|
11.8K
$313K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.37K- 11.07% |
$36.5K - $41.4K
|
11K
$293K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.43K+ 2.25% |
$145K - $164K
|
247K
$6.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
23.1KNew |
$614K - $697K
|
23.1K
$613K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.34K+ 13.49% |
$35.8K - $40.6K
|
11.3K
$301K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
12.8K+ 16679.22% |
$342K - $388K
|
12.9K
$344K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
3.43K+ 4.31% |
$91.4K - $104K
|
83.1K
$2.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
12.8KNew |
$341K - $388K
|
12.8K
$341K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-251- 27.92% |
$6.68K - $7.59K
|
648
$17.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-11.9K- 9.46% |
$316K - $359K
|
114K
$3.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-18.9K- 15.8% |
$503K - $571K
|
101K
$2.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-175K- 70.81% |
$4.66M - $5.29M
|
72.1K
$1.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
579+ 2.67% |
$15.4K - $17.5K
|
22.2K
$592K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
361+ 2.49% |
$9.61K - $10.9K
|
14.9K
$395K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.15K+ 49.04% |
$110K - $125K
|
12.6K
$335K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
409+ 1.81% |
$10.9K - $12.4K
|
23K
$612K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
161+ 143.75% |
$4.29K - $4.87K
|
273
$7.26K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-9.82K- 50.45% |
$262K - $297K
|
9.65K
$257K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.55K- 2.91% |
$41.1K - $46.7K
|
51.5K
$1.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-775- 8.88% |
$20.6K - $23.4K
|
7.95K
$212K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-244- 0.47% |
$6.5K - $7.38K
|
51.3K
$1.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-240- 0.18% |
$6.39K - $7.26K
|
132K
$3.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.42K- 3.04% |
$64.4K - $73.1K
|
77K
$2.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
17+ 2.73% |
$453 - $514
|
640
$17K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-7.09K- 3.05% |
$189K - $214K
|
225K
$5.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8.61K- 11.02% |
$229K - $260K
|
69.6K
$1.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
210+ 1.65% |
$5.59K - $6.35K
|
12.9K
$344K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-9.51K- 16.22% |
$253K - $288K
|
49.1K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.5K- 1.63% |
$40K - $45.4K
|
90.8K
$2.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
11.2K+ 32.74% |
$298K - $338K
|
45.4K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 6.45% |
$27.3K - $31K
|
14.9K
$395K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-237- 0.58% |
$6.31K - $7.16K
|
40.5K
$1.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
261+ 1.89% |
$6.95K - $7.89K
|
14.1K
$374K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
4.62K+ 1.01% |
$123K - $140K
|
459K
$12.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
899+ 7.31% |
$23.9K - $27.2K
|
13.2K
$351K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-621- 5.22% |
$16.5K - $18.8K
|
11.3K
$300K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
650+ 7.86% |
$17.3K - $19.6K
|
8.92K
$237K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-2.75K- 4.35% |
$73.1K - $83K
|
60.3K
$1.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 2.65% |
$186 - $212
|
271
$7.21K
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-8.14K- 0.72% |
$217K - $246K
|
1.12M
$29.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
93+ 1.0% |
$2.48K - $2.81K
|
9.38K
$249K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-340- 0.43% |
$9.05K - $10.3K
|
77.9K
$2.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
15.9K+ 7.61% |
$423K - $481K
|
225K
$5.98M
|