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 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
5.34K+ 14.16% |
$136K - $158K
|
43K
$1.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
295+ 0.54% |
$7.51K - $8.71K
|
55.2K
$1.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5.6K+ 60.31% |
$143K - $165K
|
14.9K
$404K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.5K- 5.83% |
$63.7K - $73.9K
|
40.4K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-24- 0.17% |
$611 - $709
|
13.7K
$373K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-4.62K- 11.0% |
$118K - $137K
|
37.4K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
221+ 1.36% |
$5.62K - $6.53K
|
16.5K
$447K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-2.17K- 18.96% |
$55.3K - $64.1K
|
9.29K
$252K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
584+ 5.18% |
$14.9K - $17.2K
|
11.9K
$322K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
3.81K+ 2.13% |
$96.9K - $112K
|
183K
$4.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-25K- 1.9% |
$635K - $737K
|
1.29M
$35M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8+ 0.09% |
$204 - $236
|
8.46K
$229K
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-223- 0.3% |
$5.68K - $6.59K
|
73.9K
$2M
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
34.1K+ 47.03% |
$868K - $1.01M
|
107K
$2.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.29K+ 13.33% |
$58.3K - $67.7K
|
19.5K
$528K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
19K+ 65.64% |
$483K - $560K
|
47.9K
$1.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-682- 7.73% |
$17.4K - $20.1K
|
8.15K
$221K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 9.07% |
$38.1K - $44.2K
|
15K
$407K
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
5.26K+ 1.53% |
$134K - $155K
|
349K
$9.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
768+ 6.35% |
$19.5K - $22.7K
|
12.9K
$349K
|
|
|
Oct 15, 2024
Q3 2024
|
Olio Financial Planning
|
BUY
|
- |
783+ 0.32% |
$19.9K - $23.1K
|
247K
$6.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5.49K- 3.04% |
$140K - $162K
|
175K
$4.75M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.25% |
$25.5 - $29.5
|
401
$10.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
45.8K+ 4.22% |
$1.16M - $1.35M
|
1.13M
$30.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-910K- 4.11% |
$23.1M - $26.9M
|
21.2M
$576M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
140New |
$3.56K - $4.13K
|
140
$3.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-273- 0.16% |
$6.95K - $8.06K
|
174K
$4.72M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
219+ 2.14% |
$5.57K - $6.47K
|
10.5K
$284K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
10.8K+ 3.12% |
$275K - $319K
|
358K
$9.71M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$102 - $118
|
15.6K
$423K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.68K- 2.55% |
$42.6K - $49.5K
|
64.1K
$1.74M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-4.64K- 12.15% |
$118K - $137K
|
33.5K
$909K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-372- 3.89% |
$9.47K - $11K
|
9.18K
$249K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-115- 0.9% |
$2.93K - $3.4K
|
12.6K
$343K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
478New |
$12.2K - $14.1K
|
478
$13K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
7.39KNew |
$188K - $218K
|
7.39K
$200K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.37K- 4.45% |
$34.7K - $40.3K
|
29.3K
$794K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13+ 22.41% |
$331 - $384
|
71
$1.93K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-5.42K- 8.46% |
$138K - $160K
|
58.7K
$1.59M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.35K- 9.74% |
$34.3K - $39.7K
|
12.5K
$338K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
365+ 0.11% |
$9.29K - $10.8K
|
320K
$8.67M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
37+ 17.54% |
$942 - $1.09K
|
248
$6.73K
|
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
2.22K+ 2.36% |
$56.4K - $65.4K
|
96.1K
$2.61M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-463- 2.58% |
$11.8K - $13.7K
|
17.5K
$475K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
7.06KNew |
$180K - $208K
|
7.06K
$191K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-5.1K- 23.05% |
$130K - $150K
|
17K
$461K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-1.12K- 2.17% |
$28.4K - $33K
|
50.3K
$1.36M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
66.7K+ 14.54% |
$1.7M - $1.97M
|
525K
$14.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-1.88K- 20.53% |
$47.7K - $55.4K
|
7.26K
$197K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
35+ 0.42% |
$891 - $1.03K
|
8.27K
$224K
|