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 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-286K- 74.92% |
$6.42M - $7.4M
|
95.9K
$2.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
10.8KNew |
$241K - $278K
|
10.8K
$297K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-843- 8.14% |
$18.9K - $21.8K
|
9.51K
$263K
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-52- 98.11% |
$1.16K - $1.34K
|
1
$27.6
|
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
7.17K+ 1.1% |
$161K - $185K
|
659K
$18.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-4.82K- 2.18% |
$108K - $125K
|
216K
$5.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
11.5KNew |
$258K - $297K
|
11.5K
$318K
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-518- 1.69% |
$11.6K - $13.4K
|
30.2K
$835K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
48New |
$1.08K - $1.24K
|
48
$1.33K
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-866- 6.33% |
$19.4K - $22.4K
|
12.8K
$354K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
6.57KNew |
$147K - $170K
|
6.57K
$181K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-228- 0.76% |
$5.11K - $5.89K
|
29.7K
$819K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-10.4K- 20.13% |
$232K - $268K
|
41.1K
$1.14M
|
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-249K- 80.5% |
$5.57M - $6.42M
|
60.2K
$1.66M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
5.39K+ 44.77% |
$121K - $139K
|
17.4K
$482K
|
|
|
Nov 07, 2022
Q3 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-2.81K- 17.95% |
$62.9K - $72.5K
|
12.8K
$355K
|
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.74K- 16.16% |
$39.1K - $45K
|
9.05K
$250K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
100+ 100.0% |
$2.24K - $2.58K
|
200
$5.53K
|
|
|
Nov 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
11KNew |
$247K - $285K
|
11K
$305K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-3K- 37.2% |
$67.1K - $77.4K
|
5.06K
$140K
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
284New |
$6.36K - $7.34K
|
284
$7.85K
|
|
|
Nov 02, 2022
Q3 2022
|
Hamilton Wealth, LLC
|
SELL
|
- |
-11.7K- 54.02% |
$263K - $303K
|
10K
$276K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-128- 0.85% |
$2.87K - $3.31K
|
15K
$415K
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
15.5KNew |
$347K - $400K
|
15.5K
$428K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
517+ 287.22% |
$11.6K - $13.4K
|
697
$19.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-504- 0.42% |
$11.3K - $13K
|
120K
$3.33M
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.2K+ 12.38% |
$26.8K - $30.9K
|
10.9K
$300K
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
12.7KNew |
$286K - $329K
|
12.7K
$352K
|
|
|
Oct 25, 2022
Q3 2022
|
Sam Advisors, LLC
|
BUY
|
- |
14.9K+ 4.57% |
$334K - $386K
|
341K
$9.44M
|
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
155+ 5.31% |
$3.47K - $4K
|
3.07K
$84.9K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.74K- 94.05% |
$39K - $44.9K
|
110
$3.04K
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
29+ 0.14% |
$650 - $749
|
21.3K
$587K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
SELL
|
- |
-12- 11.32% |
$269 - $310
|
94
$2.6K
|
|
|
Oct 20, 2022
Q3 2022
|
Wt Wealth Management
|
SELL
|
- |
-22.4K- 40.44% |
$501K - $578K
|
33K
$911K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
21KNew |
$470K - $542K
|
21K
$580K
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-8.28K- 33.67% |
$185K - $214K
|
16.3K
$451K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
30New |
$672 - $775
|
30
$829
|
|
|
Oct 12, 2022
Q3 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-716- 2.25% |
$16K - $18.5K
|
31.1K
$859K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
37+ 0.36% |
$829 - $956
|
10.3K
$285K
|
|
| Q2 2022 | |||||||
|
Jun 06, 2023
Q2 2022
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-8.9KClosed |
$218K - $257K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-14.7K- 64.59% |
$360K - $425K
|
8.06K
$223K
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-81- 60.0% |
$1.99K - $2.34K
|
54
$1.49K
|
|
|
Aug 15, 2022
Q2 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
5+ 0.04% |
$123 - $144
|
12.8K
$354K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-68- 0.13% |
$1.67K - $1.96K
|
51.4K
$1.42M
|
|
|
Aug 12, 2022
Q2 2022
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
74.9KNew |
$1.84M - $2.16M
|
74.9K
$2.07M
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-8.26KClosed |
$203K - $239K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
16K+ 1599900.0% |
$392K - $462K
|
16K
$442K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-7.51KClosed |
$184K - $217K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-8.27KClosed |
$203K - $239K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
11.1KNew |
$272K - $320K
|
11.1K
$307K
|
|