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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
155+ 5.31% |
$3.47K - $4K
|
3.07K
$96.7K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.74K- 94.05% |
$39K - $44.9K
|
110
$3.46K
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
29+ 0.14% |
$650 - $749
|
21.3K
$669K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
SELL
|
- |
-12- 11.32% |
$269 - $310
|
94
$2.96K
|
|
|
Oct 20, 2022
Q3 2022
|
Wt Wealth Management
|
SELL
|
- |
-22.4K- 40.44% |
$501K - $578K
|
33K
$1.04M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
21KNew |
$470K - $542K
|
21K
$661K
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-8.28K- 33.67% |
$185K - $214K
|
16.3K
$513K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
30New |
$672 - $775
|
30
$944
|
|
|
Oct 12, 2022
Q3 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-716- 2.25% |
$16K - $18.5K
|
31.1K
$978K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
37+ 0.36% |
$829 - $956
|
10.3K
$324K
|
|
| 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
$254K
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-81- 60.0% |
$1.99K - $2.34K
|
54
$1.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
5+ 0.04% |
$123 - $144
|
12.8K
$403K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-68- 0.13% |
$1.67K - $1.96K
|
51.4K
$1.62M
|
|
|
Aug 12, 2022
Q2 2022
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
74.9KNew |
$1.84M - $2.16M
|
74.9K
$2.36M
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
16K+ 1599900.0% |
$392K - $462K
|
16K
$503K
|
|
|
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
$349K
|
|
|
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
$577K
|
|
|
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
$429K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
10.2KNew |
$251K - $295K
|
10.2K
$322K
|
|
|
Aug 11, 2022
Q2 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
3.8KNew |
$93.1K - $110K
|
3.8K
$120K
|
|
|
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
$775K
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-3- 0.03% |
$73.5 - $86.6
|
8.62K
$271K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-34- 1.81% |
$833 - $982
|
1.84K
$57.9K
|
|
|
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
$31.5
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
22.1KNew |
$541K - $637K
|
22.1K
$695K
|
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
34.4KNew |
$844K - $995K
|
34.4K
$1.08M
|
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.19K- 9.7% |
$53.6K - $63.1K
|
20.3K
$640K
|
|
|
Aug 05, 2022
Q2 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-5.42K- 7.11% |
$133K - $156K
|
70.7K
$2.23M
|
|
|
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
$176K
|
|
|
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
$218K
|
|
|
Aug 03, 2022
Q2 2022
|
Ddd Partners, LLC
|
BUY
|
- |
604+ 4.15% |
$14.8K - $17.4K
|
15.1K
$476K
|
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
37+ 0.35% |
$907 - $1.07K
|
10.7K
$337K
|
|
|
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
$4.59K
|
|
|
Jul 29, 2022
Q2 2022
|
Callahan Advisors, LLC
|
SELL
|
- |
-102K- 85.99% |
$2.5M - $2.95M
|
16.6K
$523K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
39+ 17.49% |
$956 - $1.13K
|
262
$8.24K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
401New |
$9.83K - $11.6K
|
401
$12.6K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-895Closed |
$21.9K - $25.8K
|
0
$0
|
|