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 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
2.44KNew |
$60.3K - $66.5K
|
2.44K
$70.7K
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.31K+ 9.29% |
$32.4K - $35.7K
|
15.4K
$447K
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1New |
$24.7 - $27.2
|
1
$28.9
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
10.3KNew |
$253K - $279K
|
10.3K
$297K
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
727New |
$17.9K - $19.8K
|
727
$21K
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
353+ 1.54% |
$8.71K - $9.6K
|
23.3K
$675K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.9K+ 59.84% |
$564K - $622K
|
61K
$1.77M
|
|
Jul 22, 2024
Q2 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.99K- 3.87% |
$49.1K - $54.1K
|
49.4K
$1.43M
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-12.4K- 11.03% |
$306K - $337K
|
100K
$2.89M
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
8.28K+ 28.75% |
$204K - $225K
|
37.1K
$1.07M
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
63+ 131.25% |
$1.55K - $1.71K
|
111
$3.21K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.43K- 10.15% |
$183K - $202K
|
65.8K
$1.9M
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
163KNew |
$4.03M - $4.45M
|
163K
$4.73M
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.06K- 7.73% |
$26.2K - $28.9K
|
12.7K
$367K
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-2K- 3.63% |
$49.4K - $54.4K
|
53.2K
$1.54M
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
14.7K+ 4.0% |
$363K - $400K
|
383K
$11.1M
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
654+ 4.35% |
$16.1K - $17.8K
|
15.7K
$454K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
687New |
$16.9K - $18.7K
|
687
$19.9K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-185K- 49.19% |
$4.56M - $5.03M
|
191K
$5.53M
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
15.7KNew |
$387K - $427K
|
15.7K
$454K
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
820+ 10.1% |
$20.2K - $22.3K
|
8.94K
$259K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-232- 18.33% |
$5.72K - $6.31K
|
1.03K
$29.9K
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
2.69K+ 23.13% |
$66.4K - $73.2K
|
14.3K
$415K
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
9+ 0.06% |
$222 - $245
|
14K
$405K
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
8.04K+ 3.05% |
$198K - $219K
|
272K
$7.87M
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-693- 60.42% |
$17.1K - $18.8K
|
454
$13.1K
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.07K- 3.91% |
$100K - $111K
|
100K
$2.89M
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
14.5K+ 33.6% |
$359K - $395K
|
57.8K
$1.67M
|
|
Jul 17, 2024
Q2 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-3.59K- 5.91% |
$88.6K - $97.7K
|
57.2K
$1.65M
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-10.4K- 2.95% |
$256K - $282K
|
341K
$9.88M
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-817- 1.74% |
$20.2K - $22.2K
|
46.2K
$1.34M
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
75New |
$1.85K - $2.04K
|
75
$2.17K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-38.4K- 1.58% |
$947K - $1.04M
|
2.39M
$69.2M
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
250+ 2.0% |
$6.17K - $6.8K
|
12.7K
$368K
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.21K+ 17.66% |
$54.5K - $60.1K
|
14.7K
$426K
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
BUY
|
- |
4.56K+ 27.58% |
$112K - $124K
|
21.1K
$610K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.68K- 1.58% |
$41.5K - $45.8K
|
105K
$3.03M
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-1.88K- 7.88% |
$46.4K - $51.2K
|
22K
$637K
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
22New |
$543 - $598
|
22
$637
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.11K+ 359.09% |
$27.3K - $30.1K
|
1.41K
$40.9K
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-2.28K- 0.65% |
$56.3K - $62K
|
346K
$10M
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-11.8K- 44.01% |
$291K - $321K
|
15K
$434K
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-24- 0.21% |
$592 - $653
|
11.4K
$331K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7.04K- 3.58% |
$174K - $191K
|
190K
$5.49M
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
9.64K+ 3.85% |
$238K - $262K
|
260K
$7.52M
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-22.7K- 75.39% |
$559K - $617K
|
7.4K
$214K
|
|
Jul 15, 2024
Q2 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
44+ 0.02% |
$1.09K - $1.2K
|
184K
$5.32M
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
6.07K+ 3.22% |
$150K - $165K
|
195K
$5.63M
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
520+ 1.52% |
$12.8K - $14.1K
|
34.8K
$1.01M
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-32.2K- 47.64% |
$795K - $876K
|
35.4K
$1.02M
|