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 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
17.8KNew |
$454K - $526K
|
17.8K
$482K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-520- 4.72% |
$13.2K - $15.4K
|
10.5K
$284K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-546- 2.66% |
$13.9K - $16.1K
|
20K
$540K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
5.33K+ 2.03% |
$136K - $158K
|
268K
$7.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-393- 0.58% |
$10K - $11.6K
|
67.4K
$1.82M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-773- 4.2% |
$19.7K - $22.8K
|
17.7K
$477K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-278- 0.42% |
$7.08K - $8.21K
|
66.1K
$1.79M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-9- 0.05% |
$229 - $266
|
19.9K
$538K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-23K- 22.62% |
$586K - $680K
|
78.8K
$2.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
400+ 2.3% |
$10.2K - $11.8K
|
17.8K
$482K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
7.59K+ 9.4% |
$193K - $224K
|
88.4K
$2.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-59- 0.64% |
$1.5K - $1.74K
|
9.13K
$247K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-54- 0.51% |
$1.37K - $1.59K
|
10.5K
$284K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.22K+ 26.75% |
$56.4K - $65.5K
|
10.5K
$284K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-603- 42.98% |
$15.3K - $17.8K
|
800
$21.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-8.71K- 6.77% |
$222K - $257K
|
120K
$3.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
1.49K+ 8.47% |
$37.8K - $43.9K
|
19K
$515K
|
|
|
Oct 07, 2024
Q3 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-4.51K- 39.02% |
$115K - $133K
|
7.05K
$191K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.99K+ 16.86% |
$50.6K - $58.8K
|
13.8K
$373K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-11.5K- 9.4% |
$293K - $340K
|
111K
$3M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.96K+ 5.79% |
$49.9K - $57.8K
|
35.8K
$968K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.17K+ 50.32% |
$106K - $123K
|
12.5K
$337K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3.76K- 2.29% |
$95.8K - $111K
|
160K
$4.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-5.73K- 5.32% |
$146K - $169K
|
102K
$2.76M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
8.44K+ 0.57% |
$215K - $249K
|
1.5M
$40.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-122- 1.94% |
$3.1K - $3.6K
|
6.17K
$167K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.13K- 4.86% |
$54.2K - $62.9K
|
41.7K
$1.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
80+ 0.65% |
$2.04K - $2.36K
|
12.3K
$333K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-8- 0.02% |
$204 - $236
|
41.6K
$1.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
270+ 1.49% |
$6.87K - $7.97K
|
18.4K
$497K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-365K- 15.2% |
$9.29M - $10.8M
|
2.04M
$55M
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-3.34K- 2.8% |
$84.9K - $98.5K
|
116K
$3.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-40- 0.22% |
$1.02K - $1.18K
|
18.2K
$492K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-137- 0.38% |
$3.49K - $4.05K
|
35.7K
$965K
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-80- 0.89% |
$2.04K - $2.36K
|
8.88K
$240K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
108New |
$2.75K - $3.19K
|
108
$2.92K
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-6.85K- 2.87% |
$174K - $202K
|
232K
$6.28M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
89+ 1.0% |
$2.27K - $2.63K
|
8.98K
$243K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.11K+ 6.74% |
$156K - $181K
|
96.8K
$2.62M
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
343+ 0.55% |
$8.73K - $10.1K
|
63.1K
$1.71M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
200+ 0.22% |
$5.09K - $5.91K
|
89.6K
$2.42M
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.62K- 5.86% |
$66.7K - $77.4K
|
42.1K
$1.14M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.14K- 17.03% |
$54.4K - $63.1K
|
10.4K
$282K
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-4.46K- 2.11% |
$114K - $132K
|
207K
$5.59M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.16% |
$25.5 - $29.5
|
646
$17.5K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-708- 2.89% |
$18K - $20.9K
|
23.8K
$644K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-7.84K- 3.15% |
$200K - $232K
|
241K
$6.51M
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-2.84K- 8.25% |
$72.2K - $83.7K
|
31.6K
$854K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.71K+ 4.65% |
$43.5K - $50.5K
|
38.5K
$1.04M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
65+ 0.6% |
$1.65K - $1.92K
|
11K
$296K
|