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
Apr 26, 2022 Q1 2022
Optas, LLC

SELL
 -
-32.4K
Closed
$831K - $1M
0 $0
Apr 21, 2022 Q1 2022
Pasadena Private Wealth, LLC

Pasadena, CA
SELL
 -
-132K
Closed
$3.39M - $4.08M
0 $0
Apr 20, 2022 Q1 2022
Camelot Portfolios, LLC

SELL
 -
-6.76K
Closed
$173K - $208K
0 $0
Apr 20, 2022 Q1 2022
Kessler Investment Group, LLC

SELL
 -
-895
Closed
$22.9K - $27.6K
0 $0
Apr 14, 2022 Q1 2022
Reitz Capital Advisors LLC

SELL
 -
-70.2K
Closed
$1.8M - $2.16M
0 $0
Apr 13, 2022 Q1 2022
Hurlow Wealth Management Group, Inc.

SELL
 -
-7.1K
Closed
$182K - $219K
0 $0
Apr 12, 2022 Q1 2022
Mcia Inc

SELL
 -
-7.65K
Closed
$196K - $236K
0 $0
Apr 12, 2022 Q1 2022
Eidelman Virant Capital

SELL
 -
-20.1K
Closed
$516K - $621K
0 $0
Apr 08, 2022 Q1 2022
Lowe Wealth Advisors, LLC

BUY
 -
221
New
$5.66K - $6.81K
221 $6.11K
Apr 08, 2022 Q1 2022
Blue Zone Wealth Advisors, LLC

SELL
 -
-17.8K
Closed
$457K - $550K
0 $0
Q4 2021
Jan 27, 2023 Q4 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-353
- 3.82%
$10.1K - $11.3K
8.88K $245K
Apr 21, 2022 Q4 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
0
Closed
$0 - $0
0 $0
Feb 23, 2022 Q4 2021
Topel & Distasi Wealth Management, LLC

BUY
 -
64.9K
New
$1.86M - $2.08M
64.9K $1.79M
Feb 16, 2022 Q4 2021
Milestone Wealth, LLC

Buffalo, NY
BUY
 -
188
New
$5.39K - $6.01K
188 $5.19K
Feb 15, 2022 Q4 2021
Mainstay Capital Management LLC

SELL
 -
-9.82K
Closed
$282K - $314K
0 $0
Feb 14, 2022 Q4 2021
Thompson Davis & Co., Inc.

SELL
 -
-185
Closed
$5.31K - $5.91K
0 $0
Feb 14, 2022 Q4 2021
Marietta Investment Partners LLC

Milwaukee, WI
SELL
 -
-6.86K
Closed
$197K - $219K
0 $0
Feb 14, 2022 Q4 2021
Jacobi Capital Management LLC

SELL
 -
-127
Closed
$3.64K - $4.06K
0 $0
Feb 14, 2022 Q4 2021
Pacific Center For Financial Services

San Ramon, CA
SELL
 -
-30
Closed
$860 - $959
0 $0
Feb 14, 2022 Q4 2021
Fca Corp

Houston, TX
SELL
 -
-11.6K
Closed
$332K - $369K
0 $0
Feb 11, 2022 Q4 2021
Cbiz Investment Advisory Services, LLC

SELL
 -
-6.26K
Closed
$179K - $200K
0 $0
Feb 11, 2022 Q4 2021
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-65
Closed
$1.86K - $2.08K
0 $0
Feb 10, 2022 Q4 2021
Running Point Capital Advisors, LLC

SELL
 -
-22.3K
Closed
$640K - $713K
0 $0
Feb 09, 2022 Q4 2021
Appleton Group, LLC

SELL
 -
-179K
Closed
$5.14M - $5.72M
0 $0
Feb 09, 2022 Q4 2021
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-67
Closed
$1.92K - $2.14K
0 $0
Feb 07, 2022 Q4 2021
D'Orazio & Associates, Inc.

Falls Church, VA
SELL
 -
-852
Closed
$24.4K - $27.2K
0 $0
Feb 03, 2022 Q4 2021
Arkadios Wealth Advisors

SELL
 -
-1.46K
Closed
$41.7K - $46.5K
0 $0
Feb 03, 2022 Q4 2021
Taylor, Cottrill, Erickson & Associates, Inc.

SELL
 -
-15.1K
Closed
$433K - $482K
0 $0
Feb 03, 2022 Q4 2021
Sawgrass Asset Management LLC

SELL
 -
-7.58K
Closed
$217K - $242K
0 $0
Feb 02, 2022 Q4 2021
Mv Capital Management, Inc.

SELL
 -
-300
Closed
$8.6K - $9.59K
0 $0
Feb 02, 2022 Q4 2021
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
500
New
$14.3K - $16K
500 $13.8K
Jan 31, 2022 Q4 2021
Financial Life Advisors

BUY
 -
100
+ 0.56%
$2.87K - $3.2K
18K $499K
Jan 31, 2022 Q4 2021
Smith Anglin Financial, LLC

SELL
 -
-108K
Closed
$3.1M - $3.46M
0 $0
Jan 28, 2022 Q4 2021
Guidance Point Advisors, LLC

SELL
 -
-905
Closed
$26K - $28.9K
0 $0
Jan 27, 2022 Q4 2021
Cypress Point Wealth Management, LLC

Dallas, TX
SELL
 -
-3.63K
Closed
$104K - $116K
0 $0
Jan 24, 2022 Q4 2021
National Bank Of Canada

BUY
 -
399
New
$11.4K - $12.8K
399 $11K
Jan 19, 2022 Q4 2021
Newbridge Financial Services Group, Inc.

SELL
 -
-28
Closed
$803 - $895
0 $0
Jan 18, 2022 Q4 2021
Ogorek Anthony Joseph

SELL
 -
-1.54K
Closed
$44.2K - $49.2K
0 $0
Jan 14, 2022 Q4 2021
Praetorian Wealth Management, Inc.

SELL
 -
-7.55K
Closed
$217K - $241K
0 $0
Jan 14, 2022 Q4 2021
Cohen Klingenstein LLC

SELL
 -
-27.6K
Closed
$791K - $881K
0 $0
Jan 12, 2022 Q4 2021
Old Port Advisors

SELL
 -
-7.51K
Closed
$215K - $240K
0 $0
Q3 2021
Aug 18, 2023 Q3 2021
Northeast Financial Group, Inc.

Tannersville, PA
SELL
 -
-19.1K
Closed
$568K - $623K
0 $0
Nov 15, 2021 Q3 2021
Providence Wealth Advisors, LLC

Frankfort, IL
SELL
 -
-6.63K
Closed
$198K - $217K
0 $0
Nov 15, 2021 Q3 2021
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-6.59K
Closed
$196K - $215K
0 $0
Nov 12, 2021 Q3 2021
Ckw Financial Group

SELL
 -
-890
Closed
$26.5K - $29.1K
0 $0
Nov 12, 2021 Q3 2021
Weik Capital Management

Wyomissing, PA
SELL
 -
-14K
Closed
$417K - $458K
0 $0
Nov 12, 2021 Q3 2021
Whalerock Point Partners, LLC

Providence, RI
SELL
 -
-6.4K
Closed
$191K - $209K
0 $0
Nov 12, 2021 Q3 2021
Permanens Capital L.P.

New York, NY
SELL
 -
-1.21K
Closed
$35.9K - $39.4K
0 $0
Nov 12, 2021 Q3 2021
Laurel Wealth Advisors LLC

Charlotte, NC
SELL
 -
-3.65K
Closed
$109K - $119K
0 $0

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