Latest Institutional Transactions on Schwab Strategic Tr Us Emergin (SCHE)

SCHE Quotes by TradingView

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 25, 2022 Q2 2022
Corbenic Partners LLC

BUY
 -
458K
+ 180436.22%
$11.2M - $13.2M
459K $12.3M
Jul 22, 2022 Q2 2022
First Hawaiian Bank

SELL
 -
-11K
Closed
$271K - $319K
0 $0
Jul 22, 2022 Q2 2022
Patton Albertson Miller Group, LLC

SELL
 -
-4.43K
- 32.91%
$109K - $128K
9.04K $243K
Jul 21, 2022 Q2 2022
Accredited Investors Inc.

SELL
 -
-7.37K
Closed
$181K - $213K
0 $0
Jul 21, 2022 Q2 2022
Amplius Wealth Advisors, LLC

BUY
 -
8.55K
New
$209K - $247K
8.55K $230K
Jul 21, 2022 Q2 2022
Charter Oak Capital Management, LLC

BUY
 -
246
+ 279.55%
$6.03K - $7.1K
334 $8.99K
Jul 21, 2022 Q2 2022
D.B. Root & Company, LLC

SELL
 -
-492
- 5.24%
$12.1K - $14.2K
8.89K $239K
Jul 21, 2022 Q2 2022
Darrow Company, Inc.

BUY
 -
5.72K
New
$140K - $165K
5.72K $154K
Jul 20, 2022 Q2 2022
Adams Wealth Management

SELL
 -
-527K
Closed
$12.9M - $15.2M
0 $0
Jul 19, 2022 Q2 2022
Bell Rock Capital LLC

BUY
 -
32.7K
New
$801K - $943K
32.7K $879K
Jul 18, 2022 Q2 2022
Carlson Capital Management

SELL
 -
-7.58K
Closed
$186K - $219K
0 $0
Jul 18, 2022 Q2 2022
Paradigm, Strategies In Wealth Management, LLC

SELL
 -
-7.22K
Closed
$177K - $208K
0 $0
Jul 15, 2022 Q2 2022
Cordasco Financial Network

BUY
 -
835
New
$20.5K - $24.1K
835 $22.5K
Jul 15, 2022 Q2 2022
Herold Advisors, Inc.

SELL
 -
-172
Closed
$4.22K - $4.97K
0 $0
Jul 15, 2022 Q2 2022
Oak Asset Management, LLC

BUY
 -
191K
New
$4.69M - $5.52M
191K $5.15M
Jul 14, 2022 Q2 2022
Strategic Asset Management, LLC

BUY
 -
133
New
$3.26K - $3.84K
133 $3.58K
Jul 13, 2022 Q2 2022
Youngs Advisory Group, Inc.

SELL
 -
-8.31K
Closed
$204K - $240K
0 $0
Jul 12, 2022 Q2 2022
Global Trust Asset Management, LLC

SELL
 -
-63
Closed
$1.54K - $1.82K
0 $0
Jul 11, 2022 Q2 2022
Bka Wealth Consulting, Inc.

SELL
 -
-19.9K
Closed
$488K - $575K
0 $0
Jul 06, 2022 Q2 2022
Parsec Financial Management, Inc.

SELL
 -
-7.21K
Closed
$177K - $208K
0 $0
Q1 2022
May 16, 2022 Q1 2022
Elmwood Wealth Management, Inc.

SELL
 -
-12
Closed
$307 - $370
0 $0
May 16, 2022 Q1 2022
Paradigm Financial Partners, LLC

SELL
 -
-8.51K
Closed
$218K - $262K
0 $0
May 16, 2022 Q1 2022
Baldwin Investment Management, LLC

SELL
 -
-8.31K
Closed
$213K - $256K
0 $0
May 16, 2022 Q1 2022
Cribstone Capital Management, LLC

Augusta, ME
BUY
 -
22
+ 13.5%
$563 - $678
185 $4.98K
May 16, 2022 Q1 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
SELL
 -
-11.6K
Closed
$296K - $357K
0 $0
May 16, 2022 Q1 2022
Tocqueville Asset Management L.P.

New York, NY
SELL
 -
-9.58K
Closed
$245K - $295K
0 $0
May 16, 2022 Q1 2022
Redwood Investment Management, LLC

Scottsdale, AZ
SELL
 -
-422K
Closed
$10.8M - $13M
0 $0
May 16, 2022 Q1 2022
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-8.07K
Closed
$207K - $249K
0 $0
May 16, 2022 Q1 2022
Fairview Capital Investment Management, LLC

Greenbrae, CA
SELL
 -
-318
- 3.24%
$8.14K - $9.8K
9.48K $255K
May 13, 2022 Q1 2022
Centaurus Financial, Inc.

SELL
 -
-4.51K
Closed
$116K - $139K
0 $0
May 13, 2022 Q1 2022
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
10.3K
New
$263K - $316K
10.3K $276K
May 13, 2022 Q1 2022
G2 Capital Management, LLC

Columbus, OH
SELL
 -
-26.2K
Closed
$670K - $807K
0 $0
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-149
Closed
$3.82K - $4.59K
0 $0
May 13, 2022 Q1 2022
Geode Capital Management, LLC

Boston, MA
SELL
 -
-157K
Closed
$4.02M - $4.84M
0 $0
May 13, 2022 Q1 2022
Svb Wealth LLC

Boston, MA
SELL
 -
-7.13K
Closed
$182K - $220K
0 $0
May 12, 2022 Q1 2022
Bison Wealth, LLC

SELL
 -
-61
- 50.83%
$1.56K - $1.88K
59 $1.59K
May 12, 2022 Q1 2022
Holderness Investments CO

Greensboro, NC
SELL
 -
-8.68K
Closed
$222K - $267K
0 $0
May 12, 2022 Q1 2022
Kolinsky Wealth Management, LLC

Ramsey, NJ
SELL
 -
-7.05K
Closed
$180K - $217K
0 $0
May 12, 2022 Q1 2022
Antonetti Capital Management LLC

SELL
 -
-500
Closed
$12.8K - $15.4K
0 $0
May 12, 2022 Q1 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
SELL
 -
-1.05K
Closed
$26.9K - $32.4K
0 $0
May 11, 2022 Q1 2022
Resolute Advisors LLC

SELL
 -
-798
Closed
$20.4K - $24.6K
0 $0
May 11, 2022 Q1 2022
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
SELL
 -
-30
Closed
$768 - $925
0 $0
May 11, 2022 Q1 2022
King Luther Capital Management Corp

Fort Worth, TX
SELL
 -
-2.58K
- 15.89%
$66.2K - $79.6K
13.7K $368K
May 10, 2022 Q1 2022
Maryland Capital Advisors Inc.

SELL
 -
-4
- 15.38%
$102 - $123
22 $592
May 10, 2022 Q1 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-10.4K
Closed
$266K - $320K
0 $0
May 10, 2022 Q1 2022
Gainplan LLC

Bloomfield Hills, MI
SELL
 -
-8.33K
Closed
$213K - $257K
0 $0
May 09, 2022 Q1 2022
Rinkey Investments

San Diego, CA
SELL
 -
-3.11K
Closed
$79.5K - $95.7K
0 $0
May 06, 2022 Q1 2022
Wealth Management Solutions, LLC

SELL
 -
-15.2K
Closed
$390K - $469K
0 $0
May 06, 2022 Q1 2022
University Of Texas

SELL
 -
-10.4K
Closed
$265K - $319K
0 $0

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