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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-71.5KClosed |
$1.75M - $2.06M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.8K- 8.94% |
$44.1K - $52K
|
18.3K
$506K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.3KClosed |
$31.9K - $37.5K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
368+ 2.77% |
$9.02K - $10.6K
|
13.6K
$377K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
10.2KNew |
$251K - $295K
|
10.2K
$283K
|
|
|
Aug 11, 2022
Q2 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
3.8KNew |
$93.1K - $110K
|
3.8K
$105K
|
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-7.68KClosed |
$188K - $222K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-617Closed |
$15.1K - $17.8K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
511+ 2.12% |
$12.5K - $14.8K
|
24.6K
$680K
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-3- 0.03% |
$73.5 - $86.6
|
8.62K
$238K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-34- 1.81% |
$833 - $982
|
1.84K
$50.9K
|
|
|
Aug 08, 2022
Q2 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-7.69KClosed |
$188K - $222K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-7.25K- 99.99% |
$178K - $209K
|
1
$27.6
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
22.1KNew |
$541K - $637K
|
22.1K
$610K
|
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
34.4KNew |
$844K - $995K
|
34.4K
$952K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-184Closed |
$4.51K - $5.31K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.19K- 9.7% |
$53.6K - $63.1K
|
20.3K
$562K
|
|
|
Aug 05, 2022
Q2 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-5.42K- 7.11% |
$133K - $156K
|
70.7K
$1.95M
|
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-156Closed |
$3.82K - $4.5K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-670Closed |
$16.4K - $19.3K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1+ 0.02% |
$24.5 - $28.9
|
5.61K
$155K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-5.38KClosed |
$132K - $155K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-883- 11.32% |
$21.6K - $25.5K
|
6.92K
$191K
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-271Closed |
$6.64K - $7.82K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Ddd Partners, LLC
|
BUY
|
- |
604+ 4.15% |
$14.8K - $17.4K
|
15.1K
$418K
|
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
37+ 0.35% |
$907 - $1.07K
|
10.7K
$296K
|
|
|
Aug 02, 2022
Q2 2022
|
Colony Family Offices, LLC
|
SELL
|
- |
-16.3KClosed |
$399K - $470K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
146New |
$3.58K - $4.22K
|
146
$4.03K
|
|
|
Jul 29, 2022
Q2 2022
|
Callahan Advisors, LLC
|
SELL
|
- |
-102K- 85.99% |
$2.5M - $2.95M
|
16.6K
$459K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
39+ 17.49% |
$956 - $1.13K
|
262
$7.24K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
401New |
$9.83K - $11.6K
|
401
$11.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-895Closed |
$21.9K - $25.8K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.34% |
$24.5 - $28.9
|
295
$8.15K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
10+ 0.29% |
$245 - $289
|
3.44K
$95.2K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-158K- 86.85% |
$3.88M - $4.57M
|
24K
$662K
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-135KClosed |
$3.31M - $3.9M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
BUY
|
- |
300+ 3.25% |
$7.35K - $8.66K
|
9.52K
$263K
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-9.24KClosed |
$227K - $267K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
25KNew |
$613K - $722K
|
25K
$691K
|
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
3.5KNew |
$85.8K - $101K
|
3.5K
$96.7K
|
|
|
Jul 26, 2022
Q2 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-114K- 24.8% |
$2.8M - $3.3M
|
346K
$9.57M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
21+ 0.25% |
$515 - $606
|
8.38K
$232K
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
458K+ 180436.22% |
$11.2M - $13.2M
|
459K
$12.7M
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-11KClosed |
$271K - $319K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-4.43K- 32.91% |
$109K - $128K
|
9.04K
$250K
|
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-7.37KClosed |
$181K - $213K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
8.55KNew |
$209K - $247K
|
8.55K
$236K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
246+ 279.55% |
$6.03K - $7.1K
|
334
$9.23K
|
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-492- 5.24% |
$12.1K - $14.2K
|
8.89K
$246K
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
5.72KNew |
$140K - $165K
|
5.72K
$158K
|