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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-39.1K- 98.12% |
$918K - $995K
|
750
$20.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-5- 0.01% |
$117 - $127
|
38.3K
$1.03M
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
10.1KNew |
$238K - $258K
|
10.1K
$273K
|
|
| Q4 2023 | |||||||
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
3.5K+ 2.04% |
$80.6K - $87K
|
175K
$4.7M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 3.77% |
$46.1 - $49.8
|
55
$1.48K
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3+ 0.5% |
$69.1 - $74.7
|
608
$16.4K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
209+ 0.33% |
$4.82K - $5.2K
|
64.2K
$1.73M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
3.01KNew |
$69.3K - $74.9K
|
3.01K
$81K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
620New |
$14.3K - $15.4K
|
620
$16.7K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
622New |
$14.3K - $15.5K
|
622
$16.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
220+ 2.51% |
$5.07K - $5.48K
|
8.97K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-31- 3.54% |
$714 - $772
|
844
$22.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-12.8K- 58.18% |
$294K - $318K
|
9.17K
$247K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-685- 34.4% |
$15.8K - $17K
|
1.31K
$35.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
9.13KNew |
$210K - $227K
|
9.13K
$246K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-249- 2.06% |
$5.74K - $6.2K
|
11.8K
$319K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
20.5KNew |
$472K - $510K
|
20.5K
$552K
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
10.1KNew |
$233K - $252K
|
10.1K
$273K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.33K+ 26.17% |
$123K - $133K
|
25.7K
$691K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-104- 38.24% |
$2.4K - $2.59K
|
168
$4.52K
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
48.1KNew |
$1.11M - $1.2M
|
48.1K
$1.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-3.9K- 28.47% |
$89.9K - $97.1K
|
9.8K
$264K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
77.3KNew |
$1.78M - $1.92M
|
77.3K
$2.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.77K- 11.3% |
$40.7K - $44K
|
13.9K
$373K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
754+ 255.59% |
$17.4K - $18.8K
|
1.05K
$28.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
52.4KNew |
$1.21M - $1.31M
|
52.4K
$1.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
19New |
$438 - $473
|
19
$511
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.75K- 25.22% |
$63.3K - $68.4K
|
8.15K
$219K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.5K- 32.48% |
$104K - $112K
|
9.35K
$252K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
8.22KNew |
$189K - $205K
|
8.22K
$221K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6.67KNew |
$154K - $166K
|
6.67K
$179K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
792New |
$18.2K - $19.7K
|
792
$21.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
12+ 3.63% |
$276 - $299
|
343
$9.23K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
9.57KNew |
$221K - $238K
|
9.57K
$258K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.67KNew |
$61.4K - $66.3K
|
2.67K
$71.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-1.35K- 53.15% |
$31.1K - $33.6K
|
1.19K
$32K
|
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
9.14KNew |
$211K - $228K
|
9.14K
$246K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-10.3K- 50.48% |
$238K - $257K
|
10.1K
$273K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
8.44KNew |
$194K - $210K
|
8.44K
$227K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-67- 2.21% |
$1.54K - $1.67K
|
2.97K
$79.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
11.9K+ 633.39% |
$275K - $297K
|
13.8K
$372K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
365+ 36.79% |
$8.41K - $9.08K
|
1.36K
$36.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8.11KNew |
$187K - $202K
|
8.11K
$218K
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
180+ 1.15% |
$4.15K - $4.48K
|
15.9K
$427K
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
365New |
$8.41K - $9.08K
|
365
$9.83K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-431- 67.13% |
$9.93K - $10.7K
|
211
$5.68K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
401+ 2864.29% |
$9.24K - $9.98K
|
415
$11.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
19New |
$438 - $473
|
19
$511
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
345New |
$7.95K - $8.59K
|
345
$9.29K
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
BUY
|
- |
24+ 3.39% |
$553 - $597
|
733
$19.7K
|
|