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 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-344- 3.37% |
$8.2K - $8.98K
|
9.86K
$273K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
1.2KNew |
$28.6K - $31.3K
|
1.2K
$33.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
PUT |
1.4KNew |
$33.4K - $36.6K
|
1.4K
$38.7K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
40.1K+ 38.88% |
$957K - $1.05M
|
143K
$3.96M
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
9.63KNew |
$230K - $251K
|
9.63K
$266K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-15- 0.75% |
$357 - $392
|
1.98K
$54.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-47- 0.43% |
$1.12K - $1.23K
|
10.9K
$302K
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-138K- 99.97% |
$3.29M - $3.6M
|
36
$995
|
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-15.8K- 4.87% |
$376K - $412K
|
308K
$8.52M
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-3.68K- 99.97% |
$87.8K - $96.2K
|
1
$27.6
|
|
|
Oct 24, 2023
Q3 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-39.8K- 82.42% |
$949K - $1.04M
|
8.49K
$235K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-408- 23.79% |
$9.72K - $10.7K
|
1.31K
$36.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-172- 0.25% |
$4.1K - $4.49K
|
68.1K
$1.88M
|
|
|
Oct 19, 2023
Q3 2023
|
Blossom Wealth Management
|
BUY
|
- |
128+ 0.69% |
$3.05K - $3.34K
|
18.6K
$515K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-111- 97.37% |
$2.65K - $2.9K
|
3
$82.9
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
73.7KNew |
$1.76M - $1.92M
|
73.7K
$2.04M
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-600- 6.67% |
$14.3K - $15.7K
|
8.4K
$232K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.03KNew |
$24.4K - $26.8K
|
1.03K
$28.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.37K- 8.14% |
$32.6K - $35.7K
|
15.4K
$426K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
BUY
|
- |
4.48K+ 448400.0% |
$107K - $117K
|
4.49K
$124K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-30.8K- 7.06% |
$729K - $787K
|
405K
$11.2M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.93K+ 1.68% |
$45.7K - $49.3K
|
117K
$3.24M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.76KNew |
$41.5K - $44.8K
|
1.76K
$48.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-2- 0.41% |
$47.3 - $51.1
|
489
$13.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-800- 7.36% |
$18.9K - $20.4K
|
10.1K
$278K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
76KNew |
$1.8M - $1.94M
|
76K
$2.1M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
9New |
$213 - $230
|
9
$249
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
15.7KNew |
$373K - $402K
|
15.7K
$435K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
4+ 0.65% |
$94.6 - $102
|
618
$17.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-622- 2.3% |
$14.7K - $15.9K
|
26.5K
$731K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.29K- 11.46% |
$30.5K - $32.9K
|
9.97K
$275K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-25.4K- 5.91% |
$602K - $650K
|
405K
$11.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-3.4K- 2.31% |
$80.3K - $86.7K
|
144K
$3.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
11.3KNew |
$268K - $289K
|
11.3K
$313K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.41K- 12.86% |
$33.5K - $36.1K
|
9.58K
$265K
|
|
|
Aug 09, 2023
Q2 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
1New |
$23.7 - $25.5
|
1
$27.6
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
33KNew |
$780K - $842K
|
33K
$911K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
196+ 0.48% |
$4.64K - $5.01K
|
40.7K
$1.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
10+ 0.16% |
$237 - $255
|
6.09K
$168K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
858New |
$20.3K - $21.9K
|
858
$23.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.45KNew |
$200K - $216K
|
8.45K
$233K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-80- 31.37% |
$1.89K - $2.04K
|
175
$4.84K
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-330- 1.21% |
$7.81K - $8.43K
|
26.8K
$742K
|
|
|
Jul 27, 2023
Q2 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
1.02K+ 0.75% |
$24.1K - $26K
|
137K
$3.79M
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
24.4KNew |
$578K - $624K
|
24.4K
$675K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
252+ 8.32% |
$5.96K - $6.44K
|
3.28K
$90.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
3.22K+ 35.51% |
$76.1K - $82.2K
|
12.3K
$339K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
114+ 0.19% |
$2.7K - $2.91K
|
59.8K
$1.65M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
8.4K+ 1.27% |
$199K - $215K
|
670K
$18.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
1.2KNew |
$28.3K - $30.6K
|
1.2K
$33.1K
|
|