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 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
83.1K+ 24.38% |
$2.11M - $2.45M
|
424K
$11.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-2.03K- 6.36% |
$51.5K - $59.8K
|
29.8K
$806K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
817+ 1.5% |
$20.8K - $24.1K
|
55.4K
$1.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.16K+ 3060.53% |
$29.6K - $34.3K
|
1.2K
$32.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11K- 7.09% |
$279K - $324K
|
144K
$3.89M
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-223- 4.31% |
$5.68K - $6.59K
|
4.96K
$134K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.6K- 2.95% |
$91.6K - $106K
|
119K
$3.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-215- 1.31% |
$5.47K - $6.35K
|
16.2K
$439K
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
472KNew |
$12M - $13.9M
|
472K
$12.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-5.57K- 14.91% |
$142K - $164K
|
31.8K
$859K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-746- 2.14% |
$19K - $22K
|
34.1K
$924K
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-28.4K- 25.14% |
$723K - $839K
|
84.6K
$2.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1K- 0.79% |
$25.5K - $29.5K
|
126K
$3.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
327+ 1.71% |
$8.32K - $9.66K
|
19.5K
$527K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
253+ 3.35% |
$6.44K - $7.47K
|
7.8K
$211K
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-2.55K- 0.84% |
$64.9K - $75.3K
|
300K
$8.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.19K- 4.19% |
$107K - $124K
|
95.8K
$2.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.72K+ 5.92% |
$43.8K - $50.9K
|
30.8K
$834K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.09KNew |
$27.7K - $32.2K
|
1.09K
$29.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-19- 0.9% |
$484 - $561
|
2.1K
$56.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-416- 2.16% |
$10.6K - $12.3K
|
18.8K
$509K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.13K- 1.58% |
$54.1K - $62.8K
|
132K
$3.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.38K+ 323.54% |
$60.5K - $70.2K
|
3.11K
$84.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
11.9K+ 30.47% |
$304K - $353K
|
51.1K
$1.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
460+ 0.25% |
$11.7K - $13.6K
|
186K
$5.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
75.4K+ 4.62% |
$1.92M - $2.23M
|
1.71M
$46.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
40+ 0.28% |
$1.02K - $1.18K
|
14.5K
$391K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.75KNew |
$197K - $229K
|
7.75K
$210K
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
6.76K+ 4.65% |
$172K - $200K
|
152K
$4.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-294- 0.3% |
$7.48K - $8.68K
|
99K
$2.68M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-110- 0.27% |
$2.8K - $3.25K
|
40.6K
$1.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.07K+ 5.18% |
$27.2K - $31.5K
|
21.7K
$586K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-623K- 98.53% |
$15.9M - $18.4M
|
9.31K
$252K
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
12.8K+ 150.49% |
$325K - $377K
|
21.3K
$575K
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
SELL
|
- |
-3.64K- 1.79% |
$92.5K - $107K
|
200K
$5.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-394- 2.58% |
$10K - $11.6K
|
14.9K
$402K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
12+ 0.09% |
$305 - $354
|
12.9K
$348K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-4.58K- 83.6% |
$117K - $135K
|
899
$24.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
320+ 2.81% |
$8.14K - $9.45K
|
11.7K
$316K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-740- 4.92% |
$18.8K - $21.9K
|
14.3K
$387K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-719- 2.37% |
$18.3K - $21.2K
|
29.6K
$801K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-838- 0.9% |
$21.3K - $24.7K
|
92.3K
$2.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-400- 3.25% |
$10.2K - $11.8K
|
11.9K
$322K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.14K+ 1.85% |
$54.5K - $63.2K
|
118K
$3.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
16.5K+ 20.74% |
$420K - $488K
|
96.1K
$2.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-3.46K- 7.83% |
$88K - $102K
|
40.7K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.41K- 2.35% |
$61.3K - $71.2K
|
100K
$2.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-31- 0.24% |
$789 - $915
|
13.2K
$356K
|
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
SELL
|
- |
-752- 4.75% |
$19.1K - $22.2K
|
15.1K
$408K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
2.86K+ 8.44% |
$72.9K - $84.5K
|
36.8K
$995K
|