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 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-27.7KClosed |
$518K - $783K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Maple Capital Management, Inc.
|
SELL
|
- |
-11.8KClosed |
$221K - $334K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-9Closed |
$168 - $254
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-48Closed |
$897 - $1.35K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-14.3KClosed |
$267K - $403K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-454Closed |
$8.48K - $12.8K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-41.7KClosed |
$779K - $1.18M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-3.56KClosed |
$66.4K - $100K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
V Wealth Advisors LLC
|
SELL
|
- |
-8.25KClosed |
$154K - $233K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Sather Financial Group Inc
|
SELL
|
- |
-77.5KClosed |
$1.45M - $2.19M
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Mirador Capital Partners LP
|
SELL
|
- |
-17.5KClosed |
$327K - $494K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-407KClosed |
$7.61M - $11.5M
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-194Closed |
$3.62K - $5.47K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-38KClosed |
$709K - $1.07M
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-8.16KClosed |
$152K - $230K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-9.97KClosed |
$186K - $281K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-8.29KClosed |
$155K - $234K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-8.27KClosed |
$154K - $233K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-63Closed |
$1.18K - $1.78K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-448Closed |
$8.37K - $12.6K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-9.16KClosed |
$171K - $259K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.24KClosed |
$23.1K - $34.9K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Klingman & Associates, LLC
|
SELL
|
- |
-13.3KClosed |
$248K - $374K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Burt Wealth Advisors
|
SELL
|
- |
-1Closed |
$18.7 - $28.2
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Essex Savings Bank
|
SELL
|
- |
-10.4KClosed |
$195K - $294K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-212Closed |
$3.96K - $5.98K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-39.5KClosed |
$737K - $1.11M
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Segment Wealth Management, LLC
|
SELL
|
- |
-140KClosed |
$2.62M - $3.96M
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Smith, Salley & Associates
|
SELL
|
- |
-12KClosed |
$225K - $339K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Altium Wealth Management LLC
|
SELL
|
- |
-8.33KClosed |
$156K - $235K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Wealth Architects, LLC
|
SELL
|
- |
-10.2KClosed |
$191K - $289K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-58.6KClosed |
$1.09M - $1.65M
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-421Closed |
$7.86K - $11.9K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-18.2KClosed |
$340K - $514K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-9.81KClosed |
$183K - $277K
|
0
$0
|
|
Apr 15, 2020
Q1 2020
|
Secure Asset Management, LLC
|
SELL
|
- |
-10.1KClosed |
$189K - $285K
|
0
$0
|
|
Apr 10, 2020
Q1 2020
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-10.1KClosed |
$189K - $285K
|
0
$0
|
|
Apr 10, 2020
Q1 2020
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-16.9KClosed |
$316K - $477K
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Legacy Bridge, LLC
|
SELL
|
- |
-300- 40.54% |
$5.6K - $8.47K
|
440
$12.7K
|
|
Apr 09, 2020
Q1 2020
|
Seneca House Advisors
|
SELL
|
- |
-168KClosed |
$3.14M - $4.75M
|
0
$0
|
|
Apr 07, 2020
Q1 2020
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-97.4KClosed |
$1.82M - $2.75M
|
0
$0
|
|
Apr 03, 2020
Q1 2020
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-14.2KClosed |
$265K - $400K
|
0
$0
|
|
Q4 2019 | |||||||
Aug 30, 2024
Q4 2019
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-15KClosed |
$372K - $413K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-65.1KClosed |
$1.62M - $1.79M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-9.66KClosed |
$240K - $266K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Next Capital Management LLC
|
SELL
|
- |
-3.18KClosed |
$78.8K - $87.3K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-238Closed |
$5.91K - $6.55K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-93Closed |
$2.31K - $2.56K
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-26.9KClosed |
$667K - $739K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-640Closed |
$15.9K - $17.6K
|
0
$0
|