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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
8New |
$188 - $204
|
8
$242
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.38M+ 1.65% |
$32.4M - $35.2M
|
85.3M
$2.58B
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-20.9K- 26.52% |
$490K - $531K
|
57.8K
$1.75M
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
2.3K+ 16.86% |
$54K - $58.5K
|
15.9K
$482K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
121+ 28.81% |
$2.84K - $3.08K
|
541
$16.4K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-5.42K- 34.0% |
$127K - $138K
|
10.5K
$318K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
173New |
$4.06K - $4.4K
|
173
$5.23K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-734- 5.68% |
$17.2K - $18.7K
|
12.2K
$368K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
806New |
$18.9K - $20.5K
|
806
$24.4K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-274- 2.55% |
$6.43K - $6.97K
|
10.5K
$317K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
652+ 2.79% |
$15.3K - $16.6K
|
24K
$727K
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-41.8K- 76.69% |
$980K - $1.06M
|
12.7K
$384K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
6.68KNew |
$157K - $170K
|
6.68K
$202K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
280New |
$6.57K - $7.13K
|
280
$8.46K
|
|
|
Apr 24, 2024
Q1 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
63.5K+ 106.69% |
$1.49M - $1.62M
|
123K
$3.72M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-124- 7.37% |
$2.91K - $3.16K
|
1.56K
$47.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.52KNew |
$35.6K - $38.6K
|
1.52K
$45.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
9.47KNew |
$222K - $241K
|
9.47K
$286K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-382- 1.5% |
$8.97K - $9.72K
|
25.1K
$760K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-85.3K- 40.32% |
$2M - $2.17M
|
126K
$3.82M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.84K- 12.98% |
$43.1K - $46.8K
|
12.3K
$372K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-25- 0.56% |
$587 - $636
|
4.4K
$133K
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-13.9K- 54.26% |
$326K - $353K
|
11.7K
$353K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-39.1K- 98.12% |
$918K - $995K
|
750
$22.7K
|
|
| Q4 2023 | |||||||
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 3.77% |
$46.1 - $49.8
|
55
$1.66K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
209+ 0.33% |
$4.82K - $5.2K
|
64.2K
$1.94M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
620New |
$14.3K - $15.4K
|
620
$18.7K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
622New |
$14.3K - $15.5K
|
622
$18.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
220+ 2.51% |
$5.07K - $5.48K
|
8.97K
$271K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-31- 3.54% |
$714 - $772
|
844
$25.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-12.8K- 58.18% |
$294K - $318K
|
9.17K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-685- 34.4% |
$15.8K - $17K
|
1.31K
$39.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
9.13KNew |
$210K - $227K
|
9.13K
$276K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-249- 2.06% |
$5.74K - $6.2K
|
11.8K
$358K
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
10.1KNew |
$233K - $252K
|
10.1K
$306K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.33K+ 26.17% |
$123K - $133K
|
25.7K
$776K
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
48.1KNew |
$1.11M - $1.2M
|
48.1K
$1.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-3.9K- 28.47% |
$89.9K - $97.1K
|
9.8K
$296K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
77.3KNew |
$1.78M - $1.92M
|
77.3K
$2.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
754+ 255.59% |
$17.4K - $18.8K
|
1.05K
$31.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
19New |
$438 - $473
|
19
$574
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.75K- 25.22% |
$63.3K - $68.4K
|
8.15K
$246K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.5K- 32.48% |
$104K - $112K
|
9.35K
$282K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
8.22KNew |
$189K - $205K
|
8.22K
$248K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6.67KNew |
$154K - $166K
|
6.67K
$201K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
12+ 3.63% |
$276 - $299
|
343
$10.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
9.57KNew |
$221K - $238K
|
9.57K
$289K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.67KNew |
$61.4K - $66.3K
|
2.67K
$80.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-10.3K- 50.48% |
$238K - $257K
|
10.1K
$306K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
11.9K+ 633.39% |
$275K - $297K
|
13.8K
$418K
|
|