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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-76- 4.31% |
$1.8K - $1.94K
|
1.69K
$51K
|
|
|
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
$30K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-27- 96.43% |
$639 - $690
|
1
$30.2
|
|
| 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
$421K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-183- 0.46% |
$4.27K - $4.83K
|
39.6K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
497+ 2.06% |
$11.6K - $13.1K
|
24.6K
$745K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-25- 1.64% |
$583 - $660
|
1.5K
$45.2K
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-6- 0.04% |
$140 - $158
|
16.7K
$504K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
577New |
$13.5K - $15.2K
|
577
$17.4K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
21.2KNew |
$495K - $560K
|
21.2K
$641K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
6.39K+ 106566.67% |
$149K - $169K
|
6.4K
$193K
|
|
|
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
$2.29M
|
|
|
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
$303K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.46KNew |
$34K - $38.5K
|
1.46K
$44.1K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-1.29K- 43.58% |
$30K - $34K
|
1.67K
$50.4K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
4.76K+ 2.95% |
$111K - $126K
|
166K
$5.01M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
80.9KNew |
$1.89M - $2.14M
|
80.9K
$2.45M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-937- 25.76% |
$21.9K - $24.7K
|
2.7K
$81.7K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
250+ 1.8% |
$5.83K - $6.6K
|
14.2K
$428K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-685- 93.58% |
$16K - $18.1K
|
47
$1.42K
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
BUY
|
- |
590+ 32.69% |
$13.8K - $15.6K
|
2.4K
$72.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-20- 0.16% |
$466 - $528
|
12.3K
$371K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
22New |
$513 - $581
|
22
$665
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.34K- 11.36% |
$31.3K - $35.4K
|
10.5K
$317K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-15- 83.33% |
$350 - $396
|
3
$90.7
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-12.1KClosed |
$282K - $319K
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
139New |
$3.24K - $3.67K
|
139
$4.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-807- 6.96% |
$18.8K - $21.3K
|
10.8K
$326K
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-7.11K- 41.35% |
$166K - $188K
|
10.1K
$305K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
3.25K+ 6.72% |
$75.7K - $85.7K
|
51.6K
$1.56M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
204KNew |
$4.76M - $5.39M
|
204K
$6.17M
|
|
| Q4 2022 | |||||||
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
114KNew |
$2.46M - $2.84M
|
114K
$3.44M
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-1.45KClosed |
$31.3K - $36.2K
|
0
$0
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
67New |
$1.45K - $1.67K
|
67
$2.03K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
475KNew |
$10.3M - $11.8M
|
475K
$14.4M
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1+ 3.7% |
$21.6 - $25
|
28
$846
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
611New |
$13.2K - $15.2K
|
611
$18.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2.82KNew |
$60.9K - $70.4K
|
2.82K
$85.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
4.5K+ 22.87% |
$97.2K - $112K
|
24.2K
$731K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-193- 0.73% |
$4.17K - $4.82K
|
26.3K
$795K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
111New |
$2.4K - $2.77K
|
111
$3.36K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
112+ 100.0% |
$2.42K - $2.79K
|
224
$6.77K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
22.3KNew |
$481K - $555K
|
22.3K
$673K
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
48.9KNew |
$1.06M - $1.22M
|
48.9K
$1.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
11.2KNew |
$242K - $279K
|
11.2K
$339K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
88+ 48.89% |
$1.9K - $2.2K
|
268
$8.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
12+ 3.59% |
$259 - $299
|
346
$10.5K
|
|