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
Oct 21, 2021 Q3 2021
Cascade Investment Advisors, Inc.

Oregon City, OR
SELL
 -
-1.06K
Closed
$31.5K - $34.6K
0 $0
Oct 19, 2021 Q3 2021
Blooom, Inc.

SELL
 -
-5.94K
Closed
$177K - $194K
0 $0
Oct 18, 2021 Q3 2021
Colton Groome Financial Advisors, LLC

SELL
 -
-50.7K
Closed
$1.51M - $1.66M
0 $0
Oct 08, 2021 Q3 2021
Wedbush Securities Inc

SELL
 -
-41.2K
Closed
$1.23M - $1.35M
0 $0
Q2 2021
Aug 16, 2021 Q2 2021
Ciovacco Capital Management LLC

Atlanta, GA
SELL
 -
-22.4K
Closed
$696K - $754K
0 $0
Aug 10, 2021 Q2 2021
Us Financial Advisors, LLC

Braintree, MA
SELL
 -
-86K
Closed
$2.67M - $2.89M
0 $0
Aug 06, 2021 Q2 2021
Stone X Group Inc.

SELL
 -
-6.51K
Closed
$202K - $219K
0 $0
Aug 06, 2021 Q2 2021
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-6.35K
Closed
$197K - $213K
0 $0
Aug 06, 2021 Q2 2021
Total Investment Management Inc

Scottsdale, AZ
SELL
 -
-926K
Closed
$28.8M - $31.1M
0 $0
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-17.3K
Closed
$536K - $580K
0 $0
Aug 03, 2021 Q2 2021
Tru Independence LLC

SELL
 -
-16.7K
Closed
$519K - $562K
0 $0
Aug 02, 2021 Q2 2021
Lbmc Investment Advisors, LLC

SELL
 -
-6.68K
Closed
$207K - $224K
0 $0
Jul 27, 2021 Q2 2021
West Financial Advisors, LLC

SELL
 -
-61
- 57.01%
$1.89K - $2.05K
46 $1.43K
Jul 27, 2021 Q2 2021
Litman Gregory Wealth Management LLC

SELL
 -
-1.61K
Closed
$50.1K - $54.2K
0 $0
Jul 22, 2021 Q2 2021
Valley Brook Capital Group, Inc.

Venetia, PA
SELL
 -
-3
Closed
$93.2 - $101
0 $0
Jul 21, 2021 Q2 2021
Manchester Financial Inc

SELL
 -
-768
Closed
$23.9K - $25.8K
0 $0
Jul 19, 2021 Q2 2021
Lehman & Derafelo Financial Resources LLC

SELL
 -
-74
Closed
$2.3K - $2.49K
0 $0
Jul 19, 2021 Q2 2021
Zeit Capital LLC

SELL
 -
-609
- 67.07%
$18.9K - $20.5K
299 $9.26K
Jul 13, 2021 Q2 2021
Soundmark Wealth Management, LLC

SELL
 -
-10.4K
Closed
$323K - $350K
0 $0
Jul 09, 2021 Q2 2021
John W. Brooker & Co., Cp As

BUY
 -
596
New
$18.5K - $20K
596 $18.5K
Q1 2021
Sep 21, 2023 Q1 2021
Halpern Financial, Inc.

Ashburn, VA
SELL
 -
-206
Closed
$6.34K - $7.13K
0 $0
May 17, 2021 Q1 2021
Capstone Triton Financial Group, LLC

Oklahoma City, OK
SELL
 -
-5.09K
Closed
$157K - $176K
0 $0
May 14, 2021 Q1 2021
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
100
+ 12.63%
$3.08K - $3.46K
892 $27.6K
May 13, 2021 Q1 2021
Cabana LLC

Fayetteville, AR
SELL
 -
-2.27K
Closed
$70K - $78.7K
0 $0
May 10, 2021 Q1 2021
Xponance, Inc.

SELL
 -
-115K
Closed
$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 $273K
May 07, 2021 Q1 2021
Legacy Financial Strategies, LLC

Leawood, KS
SELL
 -
-26K
Closed
$800K - $900K
0 $0
May 05, 2021 Q1 2021
Interchange Capital Partners, LLC

SELL
 -
-11
Closed
$339 - $381
0 $0
May 05, 2021 Q1 2021
Peachtree Investment Partners, LLC

Vero Beach, FL
SELL
 -
-1
Closed
$30.8 - $34.6
0 $0
May 04, 2021 Q1 2021
Danda Trouve Investment Management, Inc.

SELL
 -
-18
Closed
$554 - $623
0 $0
May 04, 2021 Q1 2021
Greenhouse Wealth Management, LLC

SELL
 -
-3.91K
Closed
$120K - $135K
0 $0
Apr 30, 2021 Q1 2021
Inspire Advisors, LLC

Meridian, ID
SELL
 -
-1.8K
Closed
$55.4K - $62.3K
0 $0
Apr 29, 2021 Q1 2021
Insight 2811, Inc.

Chicago, IL
SELL
 -
-7.12K
Closed
$219K - $247K
0 $0
Apr 26, 2021 Q1 2021
Ferguson Wellman Capital Management, Inc

SELL
 -
-6.66K
Closed
$205K - $231K
0 $0
Apr 13, 2021 Q1 2021
F Dx Advisors, Inc.

SELL
 -
-18.6K
Closed
$572K - $644K
0 $0
Q4 2020
Mar 05, 2021 Q4 2020
Catalyst Private Wealth, LLC

SELL
 -
-2.68K
Closed
$71.7K - $82.3K
0 $0
Feb 16, 2021 Q4 2020
Centric Wealth Management

SELL
 -
-19.2K
Closed
$512K - $588K
0 $0
Feb 16, 2021 Q4 2020
Meridian Wealth Advisors, LLC

BUY
 -
118K
New
$3.15M - $3.62M
118K $3.66M
Feb 12, 2021 Q4 2020
Wealthsource Partners, LLC

SELL
 -
-10.8K
Closed
$288K - $330K
0 $0
Feb 10, 2021 Q4 2020
Verus Financial Partners, Inc.

SELL
 -
-35.8K
Closed
$958K - $1.1M
0 $0
Feb 08, 2021 Q4 2020
Flagship Harbor Advisors, LLC

SELL
 -
-5.96K
Closed
$159K - $183K
0 $0
Feb 02, 2021 Q4 2020
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-7.5K
Closed
$200K - $230K
0 $0
Jan 19, 2021 Q4 2020
Elm Partners Management LLC

SELL
 -
-2.5K
Closed
$66.8K - $76.7K
0 $0
Q3 2020
Nov 17, 2020 Q3 2020
Hanlon Investment Management, Inc.

SELL
 -
-11.3K
Closed
$280K - $314K
0 $0
Nov 16, 2020 Q3 2020
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
29
New
$716 - $804
29 $898
Nov 13, 2020 Q3 2020
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
728
New
$18K - $20.2K
728 $22.6K
Nov 13, 2020 Q3 2020
Zions Bancorporation, N.A.

SELL
 -
-232
Closed
$5.73K - $6.43K
0 $0
Nov 13, 2020 Q3 2020
Rafferty Asset Management, LLC

New York, NY
SELL
 -
-73.6K
Closed
$1.82M - $2.04M
0 $0
Nov 10, 2020 Q3 2020
Fin Trust Capital Advisors, LLC

SELL
 -
-1.62K
Closed
$40.1K - $45K
0 $0

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