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 |
---|---|---|---|---|---|---|---|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
8.28K+ 33.69% |
$204K - $225K
|
32.8K
$950K
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-2.74K- 4.67% |
$67.5K - $74.4K
|
55.8K
$1.62M
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-16.2K- 31.53% |
$399K - $440K
|
35.1K
$1.02M
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-2- 0.01% |
$49.3 - $54.4
|
18K
$521K
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-250- 23.81% |
$6.17K - $6.8K
|
800
$23.2K
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-256- 3.0% |
$6.32K - $6.96K
|
8.27K
$239K
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-2.54K- 8.75% |
$62.6K - $69K
|
26.5K
$766K
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-190- 8.64% |
$4.69K - $5.17K
|
2.01K
$58.1K
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.88K+ 13.69% |
$71K - $78.2K
|
23.9K
$691K
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-172- 1.1% |
$4.24K - $4.68K
|
15.5K
$448K
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-34.5K- 3.2% |
$851K - $938K
|
1.04M
$30.2M
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-211- 97.24% |
$5.21K - $5.74K
|
6
$174
|
|
Aug 01, 2024
Q2 2024
|
Kearns & Associates LLC
|
BUY
|
- |
589+ 2.39% |
$14.5K - $16K
|
25.2K
$730K
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
4.95K+ 2.11% |
$122K - $135K
|
240K
$6.93M
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.73K- 1.82% |
$42.6K - $47K
|
93.2K
$2.7M
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.58K- 2.21% |
$39K - $43K
|
70K
$2.03M
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-50- 0.08% |
$1.23K - $1.36K
|
62K
$1.79M
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-347- 0.66% |
$8.56K - $9.44K
|
51.9K
$1.5M
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2.08K+ 0.61% |
$51.2K - $56.5K
|
344K
$9.95M
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-157- 83.96% |
$3.87K - $4.27K
|
30
$868
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
8.23KNew |
$203K - $224K
|
8.23K
$238K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.36K- 10.47% |
$58.2K - $64.2K
|
20.2K
$584K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.9K+ 137.11% |
$342K - $377K
|
24K
$694K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.14K+ 14.38% |
$52.9K - $58.3K
|
17.1K
$493K
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
16.6K+ 71.48% |
$410K - $452K
|
39.8K
$1.15M
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-70- 0.06% |
$1.73K - $1.9K
|
125K
$3.61M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.05K- 7.02% |
$50.6K - $55.8K
|
27.2K
$787K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.86K- 42.92% |
$169K - $186K
|
9.12K
$264K
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.04K- 3.24% |
$50.3K - $55.5K
|
61K
$1.76M
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-515- 1.61% |
$12.7K - $14K
|
31.5K
$912K
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
923+ 0.88% |
$22.8K - $25.1K
|
106K
$3.07M
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-30- 0.28% |
$740 - $816
|
10.7K
$311K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.76K+ 17.36% |
$43.5K - $48K
|
11.9K
$345K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
483New |
$11.9K - $13.1K
|
483
$14K
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.39K- 14.78% |
$34.2K - $37.7K
|
7.99K
$231K
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-2.31K- 2.28% |
$56.9K - $62.7K
|
98.8K
$2.86M
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
723+ 5.02% |
$17.8K - $19.7K
|
15.1K
$438K
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-624- 0.89% |
$15.4K - $17K
|
69.6K
$2.01M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.01K- 3.55% |
$74.3K - $81.9K
|
81.7K
$2.36M
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
115+ 2.65% |
$2.84K - $3.13K
|
4.46K
$129K
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-200- 1.51% |
$4.93K - $5.44K
|
13K
$377K
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
SELL
|
- |
-12.8K- 5.03% |
$317K - $349K
|
243K
$7.02M
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-376- 48.39% |
$9.28K - $10.2K
|
401
$11.6K
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
4+ 0.02% |
$98.7 - $109
|
19.2K
$554K
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
7.69KNew |
$190K - $209K
|
7.69K
$222K
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
BUY
|
- |
39.8K+ 22.07% |
$981K - $1.08M
|
220K
$6.37M
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-742- 4.01% |
$18.3K - $20.2K
|
17.8K
$514K
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-190- 1.2% |
$4.69K - $5.17K
|
15.6K
$452K
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-1- -0.0% |
$24.7 - $27.2
|
24.7K
$716K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-458- 3.68% |
$11.3K - $12.5K
|
12K
$347K
|