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 |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-3.4K- 2.31% |
$80.3K - $86.7K
|
144K
$4.16M
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
11.3KNew |
$268K - $289K
|
11.3K
$328K
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.41K- 12.86% |
$33.5K - $36.1K
|
9.58K
$277K
|
|
Aug 09, 2023
Q2 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
1New |
$23.7 - $25.5
|
1
$28.9
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
33KNew |
$780K - $842K
|
33K
$954K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
196+ 0.48% |
$4.64K - $5.01K
|
40.7K
$1.18M
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
10+ 0.16% |
$237 - $255
|
6.09K
$176K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
137New |
$3.24K - $3.5K
|
137
$3.96K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
858New |
$20.3K - $21.9K
|
858
$24.8K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.45KNew |
$200K - $216K
|
8.45K
$244K
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
750New |
$17.7K - $19.2K
|
750
$21.7K
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-80- 31.37% |
$1.89K - $2.04K
|
175
$5.06K
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-330- 1.21% |
$7.81K - $8.43K
|
26.8K
$777K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-153- 37.05% |
$3.62K - $3.91K
|
260
$7.52K
|
|
Jul 27, 2023
Q2 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
1.02K+ 0.75% |
$24.1K - $26K
|
137K
$3.97M
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
24.4KNew |
$578K - $624K
|
24.4K
$707K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
252+ 8.32% |
$5.96K - $6.44K
|
3.28K
$95K
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
3.22K+ 35.51% |
$76.1K - $82.2K
|
12.3K
$355K
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
114+ 0.19% |
$2.7K - $2.91K
|
59.8K
$1.73M
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
8.4K+ 1.27% |
$199K - $215K
|
670K
$19.4M
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
1.2KNew |
$28.3K - $30.6K
|
1.2K
$34.7K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-17- 0.57% |
$402 - $434
|
2.99K
$86.6K
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.1K- 11.91% |
$26.1K - $28.1K
|
8.15K
$236K
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
9.22KNew |
$218K - $236K
|
9.22K
$267K
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
2+ 0.89% |
$47.3 - $51.1
|
227
$6.57K
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4.5K- 34.32% |
$107K - $115K
|
8.62K
$249K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6.4KNew |
$151K - $163K
|
6.4K
$185K
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
4.5KNew |
$106K - $115K
|
4.5K
$130K
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-2.69K- 23.21% |
$63.7K - $68.8K
|
8.91K
$258K
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
7New |
$166 - $179
|
7
$203
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-76- 4.31% |
$1.8K - $1.94K
|
1.69K
$48.9K
|
|
Jul 10, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
169+ 20.53% |
$4K - $4.32K
|
992
$28.7K
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-27- 96.43% |
$639 - $690
|
1
$28.9
|
|
Q1 2023 | |||||||
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.38KClosed |
$32.2K - $36.4K
|
0
$0
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
13.9KNew |
$324K - $367K
|
13.9K
$403K
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-183- 0.46% |
$4.27K - $4.83K
|
39.6K
$1.15M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-300- 31.28% |
$7K - $7.92K
|
659
$19.1K
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-149- 0.77% |
$3.47K - $3.93K
|
19.2K
$557K
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
497+ 2.06% |
$11.6K - $13.1K
|
24.6K
$713K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-25- 1.64% |
$583 - $660
|
1.5K
$43.3K
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-6- 0.04% |
$140 - $158
|
16.7K
$483K
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
577New |
$13.5K - $15.2K
|
577
$16.7K
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-10.1K- 76.07% |
$235K - $266K
|
3.17K
$91.8K
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
21.2KNew |
$495K - $560K
|
21.2K
$614K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
6.39K+ 106566.67% |
$149K - $169K
|
6.4K
$185K
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-53.5K- 41.42% |
$1.25M - $1.41M
|
75.7K
$2.19M
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
10KNew |
$234K - $265K
|
10K
$290K
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.46KNew |
$34K - $38.5K
|
1.46K
$42.2K
|