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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-5.09KClosed |
$157K - $176K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
100+ 12.63% |
$3.08K - $3.46K
|
892
$24K
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-2.27KClosed |
$70K - $78.7K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Xponance, Inc.
|
SELL
|
- |
-115KClosed |
$3.53M - $3.97M
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-554- 5.93% |
$17.1K - $19.2K
|
8.8K
$237K
|
|
|
May 07, 2021
Q1 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-26KClosed |
$800K - $900K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-11Closed |
$339 - $381
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-1Closed |
$30.8 - $34.6
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-18Closed |
$554 - $623
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-3.91KClosed |
$120K - $135K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.8KClosed |
$55.4K - $62.3K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-7.12KClosed |
$219K - $247K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-6.66KClosed |
$205K - $231K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-18.6KClosed |
$572K - $644K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-2.68KClosed |
$71.7K - $82.3K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Centric Wealth Management
|
SELL
|
- |
-19.2KClosed |
$512K - $588K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
118KNew |
$3.15M - $3.62M
|
118K
$3.18M
|
|
|
Feb 12, 2021
Q4 2020
|
Wealthsource Partners, LLC
|
SELL
|
- |
-10.8KClosed |
$288K - $330K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-35.8KClosed |
$958K - $1.1M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.96KClosed |
$159K - $183K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-7.5KClosed |
$200K - $230K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Elm Partners Management LLC
|
SELL
|
- |
-2.5KClosed |
$66.8K - $76.7K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-11.3KClosed |
$280K - $314K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
29New |
$716 - $804
|
29
$781
|
|
|
Nov 13, 2020
Q3 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
728New |
$18K - $20.2K
|
728
$19.6K
|
|
|
Nov 13, 2020
Q3 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-232Closed |
$5.73K - $6.43K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-73.6KClosed |
$1.82M - $2.04M
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.62KClosed |
$40.1K - $45K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
5+ 0.05% |
$123 - $139
|
10.8K
$289K
|
|
|
Oct 28, 2020
Q3 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-36.7KClosed |
$906K - $1.02M
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Financial Advantage, Inc.
|
SELL
|
- |
-319Closed |
$7.88K - $8.84K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-156Closed |
$3.85K - $4.32K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1Closed |
$24.7 - $27.7
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
19.1KNew |
$472K - $529K
|
19.1K
$514K
|
|
|
Oct 21, 2020
Q3 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-20Closed |
$494 - $554
|
0
$0
|
|
|
Oct 15, 2020
Q3 2020
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-16.5KClosed |
$408K - $458K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-25KClosed |
$618K - $694K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Nov 09, 2023
Q2 2020
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
2.86K+ 88.3% |
$56.8K - $71.7K
|
6.1K
$164K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
90+ 3.76% |
$1.79K - $2.25K
|
2.48K
$66.9K
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-100Closed |
$1.99K - $2.51K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-23.4KClosed |
$466K - $587K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-169Closed |
$3.36K - $4.23K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-95Closed |
$1.89K - $2.38K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Covington Capital Management
|
SELL
|
- |
-3.05KClosed |
$60.6K - $76.4K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-66.8KClosed |
$1.33M - $1.67M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-10K- 71.43% |
$199K - $251K
|
4K
$108K
|
|
|
Aug 11, 2020
Q2 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-8.15KClosed |
$162K - $204K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Keybank National Association
|
SELL
|
- |
-52.7KClosed |
$1.05M - $1.32M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-212Closed |
$4.21K - $5.31K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.45KClosed |
$28.7K - $36.2K
|
0
$0
|
|