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 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.39K- 14.78% |
$34.2K - $37.7K
|
7.99K
$216K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
115+ 2.65% |
$2.84K - $3.13K
|
4.46K
$121K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-200- 1.51% |
$4.93K - $5.44K
|
13K
$353K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-376- 48.39% |
$9.28K - $10.2K
|
401
$10.8K
|
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
BUY
|
- |
39.8K+ 22.07% |
$981K - $1.08M
|
220K
$5.95M
|
|
|
Jul 29, 2024
Q2 2024
|
Tenret CO LLC
|
BUY
|
- |
1.89K+ 10.17% |
$46.6K - $51.4K
|
20.5K
$554K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
122New |
$3.01K - $3.32K
|
122
$3.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.9K- 5.05% |
$46.9K - $51.8K
|
35.8K
$968K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-294- 77.57% |
$7.25K - $8K
|
85
$2.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.18K- 97.84% |
$29.1K - $32.1K
|
26
$703
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
544+ 1.82% |
$13.4K - $14.8K
|
30.5K
$825K
|
|
|
Jul 25, 2024
Q2 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-695- 7.55% |
$17.1K - $18.9K
|
8.52K
$230K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-181- 24.56% |
$4.47K - $4.92K
|
556
$15K
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
140New |
$3.45K - $3.81K
|
140
$3.79K
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-125- 3.99% |
$3.08K - $3.4K
|
3.01K
$81.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.48K- 27.97% |
$36.5K - $40.2K
|
3.81K
$103K
|
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
375+ 2.84% |
$9.25K - $10.2K
|
13.6K
$367K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
2.44KNew |
$60.3K - $66.5K
|
2.44K
$66.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1New |
$24.7 - $27.2
|
1
$27.1
|
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
10.3KNew |
$253K - $279K
|
10.3K
$278K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
727New |
$17.9K - $19.8K
|
727
$19.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-12.4K- 11.03% |
$306K - $337K
|
100K
$2.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
163KNew |
$4.03M - $4.45M
|
163K
$4.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-2K- 3.63% |
$49.4K - $54.4K
|
53.2K
$1.44M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
687New |
$16.9K - $18.7K
|
687
$18.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
15.7KNew |
$387K - $427K
|
15.7K
$424K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-232- 18.33% |
$5.72K - $6.31K
|
1.03K
$28K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-693- 60.42% |
$17.1K - $18.8K
|
454
$12.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-817- 1.74% |
$20.2K - $22.2K
|
46.2K
$1.25M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
75New |
$1.85K - $2.04K
|
75
$2.03K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
250+ 2.0% |
$6.17K - $6.8K
|
12.7K
$344K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
22New |
$543 - $598
|
22
$595
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-32.2K- 47.64% |
$795K - $876K
|
35.4K
$958K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-540- 94.57% |
$13.3K - $14.7K
|
31
$839
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
29.6KNew |
$729K - $804K
|
29.6K
$800K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-11- 8.94% |
$271 - $299
|
112
$3.03K
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
29+ 9.24% |
$681 - $738
|
343
$9.28K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-936- 86.19% |
$22K - $23.8K
|
150
$4.06K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
134New |
$3.14K - $3.41K
|
134
$3.62K
|
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-10- 0.09% |
$235 - $255
|
11.7K
$317K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
83New |
$1.95K - $2.11K
|
83
$2.25K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.59KNew |
$37.2K - $40.3K
|
1.59K
$42.9K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
42New |
$986 - $1.07K
|
42
$1.14K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-36.6K- 46.69% |
$859K - $931K
|
41.8K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.09K- 98.74% |
$25.7K - $27.8K
|
14
$379
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
125New |
$2.93K - $3.18K
|
125
$3.38K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
488K+ 643.5% |
$11.4M - $12.4M
|
563K
$15.2M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
61.2KNew |
$1.44M - $1.56M
|
61.2K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
33New |
$775 - $840
|
33
$893
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-664- 52.99% |
$15.6K - $16.9K
|
589
$15.9K
|
|