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 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-63- 0.15% |
$1.55K - $1.71K
|
43.3K
$1.25M
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-1.51K- 0.72% |
$37.2K - $41K
|
206K
$5.98M
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
10.1K+ 1.99% |
$248K - $273K
|
515K
$14.9M
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.11K- 9.53% |
$27.3K - $30.1K
|
10.5K
$304K
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-540- 94.57% |
$13.3K - $14.7K
|
31
$897
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
29.6KNew |
$729K - $804K
|
29.6K
$856K
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-90- 0.64% |
$2.22K - $2.45K
|
14K
$405K
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-11- 8.94% |
$271 - $299
|
112
$3.24K
|
|
Q1 2024 | |||||||
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
762+ 13.67% |
$17.9K - $19.4K
|
6.34K
$183K
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
29+ 9.24% |
$681 - $738
|
343
$9.93K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
26.2KNew |
$615K - $667K
|
26.2K
$758K
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-754K- 65.06% |
$17.7M - $19.2M
|
405K
$11.7M
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-936- 86.19% |
$22K - $23.8K
|
150
$4.34K
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
1.51K+ 12.28% |
$35.4K - $38.4K
|
13.8K
$399K
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
6.99K+ 7.07% |
$164K - $178K
|
106K
$3.06M
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
134New |
$3.14K - $3.41K
|
134
$3.88K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
886New |
$20.8K - $22.5K
|
886
$25.6K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
465+ 5.13% |
$10.9K - $11.8K
|
9.54K
$276K
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4.82K- 12.74% |
$113K - $123K
|
33K
$955K
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3.59K- 3.61% |
$84.3K - $91.4K
|
95.9K
$2.78M
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.09K- 1.31% |
$25.6K - $27.8K
|
82.4K
$2.39M
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-10- 0.09% |
$235 - $255
|
11.7K
$339K
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
83New |
$1.95K - $2.11K
|
83
$2.4K
|
|
May 15, 2024
Q1 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-970- 10.06% |
$22.8K - $24.7K
|
8.67K
$251K
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.59KNew |
$37.2K - $40.3K
|
1.59K
$45.9K
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
42New |
$986 - $1.07K
|
42
$1.22K
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-36.6K- 46.69% |
$859K - $931K
|
41.8K
$1.21M
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.09K- 98.74% |
$25.7K - $27.8K
|
14
$405
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
91New |
$2.14K - $2.32K
|
91
$2.63K
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
125New |
$2.93K - $3.18K
|
125
$3.62K
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
488K+ 643.5% |
$11.4M - $12.4M
|
563K
$16.3M
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
61.2KNew |
$1.44M - $1.56M
|
61.2K
$1.77M
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
33New |
$775 - $840
|
33
$955
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-664- 52.99% |
$15.6K - $16.9K
|
589
$17K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-489- 93.32% |
$11.5K - $12.4K
|
35
$1.01K
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5.51K- 12.92% |
$129K - $140K
|
37.1K
$1.07M
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-2.03K- 2.52% |
$47.5K - $51.5K
|
78.5K
$2.27M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.4K- 11.16% |
$268K - $290K
|
90.8K
$2.63M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12K+ 33.38% |
$282K - $306K
|
48K
$1.39M
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
103New |
$2.42K - $2.62K
|
103
$2.98K
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
9+ 2.65% |
$211 - $229
|
349
$10.1K
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1+ 0.01% |
$23.5 - $25.5
|
9.19K
$266K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
56.5KNew |
$1.33M - $1.44M
|
56.5K
$1.64M
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-271- 17.83% |
$6.36K - $6.9K
|
1.25K
$36.1K
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
195+ 47.79% |
$4.58K - $4.96K
|
603
$17.5K
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
395New |
$9.27K - $10.1K
|
395
$11.4K
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-800- 9.69% |
$18.8K - $20.4K
|
7.46K
$216K
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-42- 2.13% |
$986 - $1.07K
|
1.93K
$55.8K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.3K- 13.7% |
$30.5K - $33.1K
|
8.2K
$237K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
60New |
$1.41K - $1.53K
|
60
$1.74K
|