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 |
---|---|---|---|---|---|---|---|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
33New |
$786 - $862
|
33
$955
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.18KNew |
$28.1K - $30.8K
|
1.18K
$34.2K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.72K- 16.73% |
$41.1K - $45K
|
8.58K
$248K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
224New |
$5.34K - $5.85K
|
224
$6.48K
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
40.7KNew |
$970K - $1.06M
|
40.7K
$1.18M
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-3.15K- 49.88% |
$75.1K - $82.3K
|
3.17K
$91.7K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
6New |
$143 - $157
|
6
$174
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
299New |
$7.13K - $7.81K
|
299
$8.65K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
22.5KNew |
$537K - $588K
|
22.5K
$652K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-131K- 70.63% |
$3.13M - $3.43M
|
54.6K
$1.58M
|
|
Nov 08, 2023
Q3 2023
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-2.55K- 18.81% |
$60.8K - $66.6K
|
11K
$319K
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-11.4K- 49.11% |
$271K - $297K
|
11.8K
$341K
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-344- 3.37% |
$8.2K - $8.98K
|
9.86K
$285K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
1.2KNew |
$28.6K - $31.3K
|
1.2K
$34.7K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
PUT |
1.4KNew |
$33.4K - $36.6K
|
1.4K
$40.5K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
40.1K+ 38.88% |
$957K - $1.05M
|
143K
$4.15M
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
9.63KNew |
$230K - $251K
|
9.63K
$279K
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-15- 0.75% |
$357 - $392
|
1.98K
$57.2K
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-264- 97.78% |
$6.29K - $6.89K
|
6
$174
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-38.4K- 33.77% |
$916K - $1M
|
75.4K
$2.18M
|
|
Nov 01, 2023
Q3 2023
|
Gs Investments, Inc.
|
BUY
|
- |
10+ 1.1% |
$238 - $261
|
915
$26.5K
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-47- 0.43% |
$1.12K - $1.23K
|
10.9K
$316K
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-138K- 99.97% |
$3.29M - $3.6M
|
36
$1.04K
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-15.8K- 4.87% |
$376K - $412K
|
308K
$8.92M
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-3.68K- 99.97% |
$87.8K - $96.2K
|
1
$28.9
|
|
Oct 24, 2023
Q3 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-39.8K- 82.42% |
$949K - $1.04M
|
8.49K
$246K
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-408- 23.79% |
$9.72K - $10.7K
|
1.31K
$37.8K
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-172- 0.25% |
$4.1K - $4.49K
|
68.1K
$1.97M
|
|
Oct 19, 2023
Q3 2023
|
Blossom Wealth Management
|
BUY
|
- |
128+ 0.69% |
$3.05K - $3.34K
|
18.6K
$539K
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-111- 97.37% |
$2.65K - $2.9K
|
3
$86.8
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
73.7KNew |
$1.76M - $1.92M
|
73.7K
$2.13M
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-600- 6.67% |
$14.3K - $15.7K
|
8.4K
$243K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.03KNew |
$24.4K - $26.8K
|
1.03K
$29.7K
|
|
Oct 11, 2023
Q3 2023
|
Gpwm LLC
|
SELL
|
- |
-28- 21.05% |
$667 - $731
|
105
$3.04K
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.37K- 8.14% |
$32.6K - $35.7K
|
15.4K
$446K
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
BUY
|
- |
4.48K+ 448400.0% |
$107K - $117K
|
4.49K
$130K
|
|
Q2 2023 | |||||||
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-30.8K- 7.06% |
$729K - $787K
|
405K
$11.7M
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.93K+ 1.68% |
$45.7K - $49.3K
|
117K
$3.39M
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.76KNew |
$41.5K - $44.8K
|
1.76K
$50.8K
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-2- 0.41% |
$47.3 - $51.1
|
489
$14.2K
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-800- 7.36% |
$18.9K - $20.4K
|
10.1K
$291K
|
|
Aug 14, 2023
Q2 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
76KNew |
$1.8M - $1.94M
|
76K
$2.2M
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
96+ 0.04% |
$2.27K - $2.45K
|
229K
$6.62M
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
9New |
$213 - $230
|
9
$260
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
15.7KNew |
$373K - $402K
|
15.7K
$456K
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
4+ 0.65% |
$94.6 - $102
|
618
$17.9K
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-622- 2.3% |
$14.7K - $15.9K
|
26.5K
$765K
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.29K- 11.46% |
$30.5K - $32.9K
|
9.97K
$288K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-25.4K- 5.91% |
$602K - $650K
|
405K
$11.7M
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.55K+ 10.35% |
$36.6K - $39.6K
|
16.5K
$478K
|