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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-67Closed |
$1.92K - $2.14K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-852Closed |
$24.4K - $27.2K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.46KClosed |
$41.7K - $46.5K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-15.1KClosed |
$433K - $482K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-7.58KClosed |
$217K - $242K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-300Closed |
$8.6K - $9.59K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
500New |
$14.3K - $16K
|
500
$16.8K
|
|
|
Jan 31, 2022
Q4 2021
|
Financial Life Advisors
|
BUY
|
- |
100+ 0.56% |
$2.87K - $3.2K
|
18K
$606K
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-108KClosed |
$3.1M - $3.46M
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-905Closed |
$26K - $28.9K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.63KClosed |
$104K - $116K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
399New |
$11.4K - $12.8K
|
399
$13.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-28Closed |
$803 - $895
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.54KClosed |
$44.2K - $49.2K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-7.55KClosed |
$217K - $241K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Cohen Klingenstein LLC
|
SELL
|
- |
-27.6KClosed |
$791K - $881K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
SELL
|
- |
-7.51KClosed |
$215K - $240K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Aug 18, 2023
Q3 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-19.1KClosed |
$568K - $623K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-6.63KClosed |
$198K - $217K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.59KClosed |
$196K - $215K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Ckw Financial Group
|
SELL
|
- |
-890Closed |
$26.5K - $29.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-14KClosed |
$417K - $458K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-6.4KClosed |
$191K - $209K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-1.21KClosed |
$35.9K - $39.4K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-3.65KClosed |
$109K - $119K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-9.93KClosed |
$296K - $325K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-22.2KClosed |
$663K - $728K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
SELL
|
- |
-1.93KClosed |
$57.5K - $63.1K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-16.6KClosed |
$494K - $541K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
15KNew |
$447K - $491K
|
15K
$504K
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-753Closed |
$22.4K - $24.6K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-23Closed |
$686 - $752
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-8.97KClosed |
$267K - $293K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-2.11KClosed |
$62.8K - $68.9K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-174KClosed |
$5.2M - $5.7M
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
5.18K+ 79.55% |
$154K - $169K
|
11.7K
$392K
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
SELL
|
- |
-6.13KClosed |
$183K - $201K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-40.1KClosed |
$1.2M - $1.31M
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
297KNew |
$8.87M - $9.73M
|
297K
$9.99M
|
|
|
Oct 21, 2021
Q3 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-1.06KClosed |
$31.5K - $34.6K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Blooom, Inc.
|
SELL
|
- |
-5.94KClosed |
$177K - $194K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-50.7KClosed |
$1.51M - $1.66M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-22.4KClosed |
$696K - $754K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-86KClosed |
$2.67M - $2.89M
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
SELL
|
- |
-6.51KClosed |
$202K - $219K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6.35KClosed |
$197K - $213K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-17.3KClosed |
$536K - $580K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-741Closed |
$23K - $24.9K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-16.7KClosed |
$519K - $562K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-6.68KClosed |
$207K - $224K
|
0
$0
|
|