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 |
---|---|---|---|---|---|---|---|
Jul 29, 2024
Q2 2024
|
Tenret CO LLC
|
BUY
|
- |
1.89K+ 10.17% |
$46.6K - $51.4K
|
20.5K
$592K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
122New |
$3.01K - $3.32K
|
122
$3.53K
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-963- 1.86% |
$23.8K - $26.2K
|
50.9K
$1.47M
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-6.8K- 58.49% |
$168K - $185K
|
4.82K
$140K
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.9K- 5.05% |
$46.9K - $51.8K
|
35.8K
$1.04M
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.39K+ 0.67% |
$34.2K - $37.8K
|
210K
$6.06M
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-566- 4.41% |
$14K - $15.4K
|
12.3K
$355K
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.6K- 19.68% |
$88.7K - $97.8K
|
14.7K
$425K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-294- 77.57% |
$7.25K - $8K
|
85
$2.46K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.9K+ 4.22% |
$244K - $269K
|
244K
$7.07M
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-15- 0.07% |
$370 - $408
|
22.9K
$663K
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-569- 2.73% |
$14K - $15.5K
|
20.3K
$587K
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-59- 0.27% |
$1.46K - $1.6K
|
21.7K
$628K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
86+ 1.04% |
$2.12K - $2.34K
|
8.33K
$241K
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4.6K- 12.22% |
$113K - $125K
|
33K
$955K
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
BUY
|
- |
7.29K+ 2.77% |
$180K - $198K
|
270K
$7.82M
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.57K+ 4.66% |
$63.4K - $69.8K
|
57.7K
$1.67M
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.18K- 97.84% |
$29.1K - $32.1K
|
26
$752
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
18.8K+ 18.14% |
$463K - $510K
|
122K
$3.54M
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-5.99K- 2.81% |
$148K - $163K
|
207K
$5.99M
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
544+ 1.82% |
$13.4K - $14.8K
|
30.5K
$883K
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
12.2K+ 12.01% |
$300K - $331K
|
114K
$3.29M
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
115KNew |
$2.83M - $3.12M
|
115K
$3.32M
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
10.4K+ 84.01% |
$257K - $283K
|
22.8K
$661K
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
510+ 0.22% |
$12.6K - $13.9K
|
235K
$6.8M
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-5.03K- 8.62% |
$124K - $137K
|
53.3K
$1.54M
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.2K- 12.06% |
$54.2K - $59.8K
|
16K
$464K
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-208- 1.91% |
$5.13K - $5.66K
|
10.7K
$308K
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-68.1K- 30.15% |
$1.68M - $1.85M
|
158K
$4.57M
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.39K- 8.98% |
$34.2K - $37.7K
|
14.1K
$407K
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
32.2KNew |
$794K - $875K
|
32.2K
$931K
|
|
Jul 25, 2024
Q2 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-695- 7.55% |
$17.1K - $18.9K
|
8.52K
$246K
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-181- 24.56% |
$4.47K - $4.92K
|
556
$16.1K
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
140New |
$3.45K - $3.81K
|
140
$4.05K
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
48+ 0.4% |
$1.18K - $1.31K
|
12K
$347K
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2.54K- 8.91% |
$62.7K - $69.1K
|
26K
$751K
|
|
Jul 24, 2024
Q2 2024
|
Bck Partners, Inc.
|
BUY
|
- |
2.16K+ 1.7% |
$53.2K - $58.6K
|
129K
$3.73M
|
|
Jul 24, 2024
Q2 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
202K+ 106.66% |
$4.99M - $5.5M
|
392K
$11.3M
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
58.5KNew |
$1.44M - $1.59M
|
58.5K
$1.69M
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-166- 1.13% |
$4.1K - $4.52K
|
14.6K
$421K
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-6.63K- 5.25% |
$163K - $180K
|
120K
$3.46M
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-125- 3.99% |
$3.08K - $3.4K
|
3.01K
$87K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-8.42K- 26.88% |
$208K - $229K
|
22.9K
$663K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.24K+ 2.48% |
$154K - $170K
|
258K
$7.46M
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
4.62K+ 4.22% |
$114K - $126K
|
114K
$3.3M
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
13.3K+ 26.33% |
$328K - $362K
|
63.8K
$1.85M
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.48K- 27.97% |
$36.5K - $40.2K
|
3.81K
$110K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.78K- 4.61% |
$68.5K - $75.5K
|
57.4K
$1.66M
|
|
Jul 23, 2024
Q2 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
3.58K+ 4.84% |
$88.2K - $97.3K
|
77.5K
$2.24M
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
375+ 2.84% |
$9.25K - $10.2K
|
13.6K
$393K
|