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 05, 2020
Q2 2020
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
9.5KNew |
$189K - $238K
|
9.5K
$256K
|
|
Aug 04, 2020
Q2 2020
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-19.8KClosed |
$393K - $496K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-18.9KClosed |
$375K - $473K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-124KClosed |
$2.47M - $3.11M
|
0
$0
|
|
Jul 30, 2020
Q2 2020
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-102Closed |
$2.03K - $2.56K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Black Diamond Financial, LLC
|
SELL
|
- |
-12.1KClosed |
$241K - $304K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Bouchey Financial Group LTD
|
SELL
|
- |
-423KClosed |
$8.4M - $10.6M
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Regions Financial Corp
|
SELL
|
- |
-19.8KClosed |
$394K - $497K
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Belmont Capital, LLC
|
SELL
|
- |
-1.1KClosed |
$21.9K - $27.7K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-18.1KClosed |
$359K - $453K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-3.17KClosed |
$63K - $79.4K
|
0
$0
|
|
Jul 13, 2020
Q2 2020
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-9.69KClosed |
$193K - $243K
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Moneywise, Inc.
|
SELL
|
- |
-10KClosed |
$199K - $251K
|
0
$0
|
|
Q1 2020 | |||||||
Dec 12, 2024
Q1 2020
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-15KClosed |
$280K - $423K
|
0
$0
|
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-348KClosed |
$6.5M - $9.82M
|
0
$0
|
|
Sep 01, 2023
Q1 2020
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-8.87KClosed |
$166K - $250K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-136Closed |
$2.54K - $3.84K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Alaska Permanent Capital Management
|
SELL
|
- |
-13.6KClosed |
$253K - $383K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-446Closed |
$8.33K - $12.6K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-118KClosed |
$2.2M - $3.33M
|
0
$0
|
|
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
|