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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.02K+ 10.19% |
$230K - $266K
|
97.6K
$2.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 1.23% |
$25.5 - $29.5
|
82
$2.21K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-308K- 97.78% |
$7.84M - $9.1M
|
6.99K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
19+ 0.24% |
$484 - $561
|
8.06K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
19+ 12.42% |
$484 - $561
|
172
$4.63K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
91New |
$2.32K - $2.69K
|
91
$2.45K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
608+ 1.58% |
$15.5K - $18K
|
39.1K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-96.9K- 54.63% |
$2.47M - $2.86M
|
80.4K
$2.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-20.7K- 4.03% |
$528K - $613K
|
495K
$13.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
131New |
$3.33K - $3.87K
|
131
$3.52K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
17New |
$433 - $502
|
17
$457
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.22K- 9.68% |
$56.4K - $65.4K
|
20.7K
$556K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
6.47K+ 11.06% |
$165K - $191K
|
65K
$1.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
719+ 2.05% |
$18.3K - $21.2K
|
35.8K
$962K
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
258KNew |
$6.57M - $7.62M
|
258K
$6.94M
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
3.74K+ 4.44% |
$95.2K - $110K
|
88K
$2.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
37.5K+ 4.35% |
$955K - $1.11M
|
899K
$24.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6+ 0.02% |
$153 - $177
|
24K
$647K
|
|
|
Nov 13, 2024
Q3 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-2.64K- 1.27% |
$67.1K - $77.8K
|
204K
$5.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4.52K+ 2.77% |
$115K - $133K
|
168K
$4.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-265- 2.53% |
$6.74K - $7.83K
|
10.2K
$275K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
390+ 1.54% |
$9.93K - $11.5K
|
25.6K
$690K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.28K+ 1.35% |
$58.1K - $67.4K
|
172K
$4.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
877+ 6.26% |
$22.3K - $25.9K
|
14.9K
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-61- 0.58% |
$1.55K - $1.8K
|
10.4K
$281K
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-1.36K- 3.27% |
$34.7K - $40.2K
|
40.3K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-4.08K- 16.3% |
$104K - $120K
|
20.9K
$563K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1.89K- 69.48% |
$48.2K - $55.9K
|
831
$22.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
170K+ 16.88% |
$4.32M - $5.01M
|
1.17M
$31.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1.27K+ 21183.33% |
$32.3K - $37.5K
|
1.28K
$34.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-12.4K- 13.35% |
$317K - $367K
|
80.8K
$2.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34.6K- 7.57% |
$880K - $1.02M
|
422K
$11.4M
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
526+ 2.06% |
$13.4K - $15.5K
|
26.1K
$703K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-12.9K- 37.18% |
$328K - $381K
|
21.8K
$586K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.66K- 0.58% |
$169K - $197K
|
1.14M
$30.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.96K+ 35.2% |
$49.9K - $57.9K
|
7.54K
$203K
|
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
18New |
$458 - $532
|
18
$484
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-31K- 54.14% |
$788K - $914K
|
26.2K
$705K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.91K+ 11.92% |
$74.1K - $85.9K
|
27.3K
$735K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.94K- 1.26% |
$74.9K - $86.9K
|
230K
$6.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
257+ 0.53% |
$6.54K - $7.59K
|
49.1K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.2K+ 1.59% |
$260K - $301K
|
654K
$17.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-76- 3.0% |
$1.93K - $2.24K
|
2.46K
$66K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
11KNew |
$281K - $326K
|
11K
$297K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-12.9K- 55.81% |
$327K - $380K
|
10.2K
$274K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-9.66K- 34.27% |
$246K - $285K
|
18.5K
$498K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-22.8K- 6.16% |
$581K - $674K
|
348K
$9.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-7.92K- 50.47% |
$201K - $234K
|
7.77K
$209K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.17K- 4.45% |
$29.8K - $34.6K
|
25.2K
$677K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-18.2K- 0.93% |
$462K - $536K
|
1.92M
$51.8M
|