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 |
|---|---|---|---|---|---|---|---|
|
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
$13.8K
|
|
|
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 | |||||||
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-65.1KClosed |
$1.62M - $1.79M
|
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
|
|
|
Jan 28, 2020
Q4 2019
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-194Closed |
$4.82K - $5.34K
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-19.7KClosed |
$490K - $543K
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
Financial Consulate, Inc
|
SELL
|
- |
-94.3KClosed |
$2.34M - $2.59M
|
0
$0
|
|
|
Jan 13, 2020
Q4 2019
|
Diligent Investors, LLC
|
SELL
|
- |
-11.1KClosed |
$277K - $306K
|
0
$0
|
|
| Q3 2019 | |||||||
|
May 08, 2020
Q3 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-820Closed |
$20.6K - $21.3K
|
0
$0
|
|
|
Nov 15, 2019
Q3 2019
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.13KClosed |
$28.4K - $29.3K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-170Closed |
$4.26K - $4.41K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-300Closed |
$7.52K - $7.78K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Sharkey, Howes & Javer
|
SELL
|
- |
-6.45KClosed |
$162K - $167K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
56.7KNew |
$1.42M - $1.47M
|
56.7K
$1.78M
|
|
|
Oct 31, 2019
Q3 2019
|
Nkcfo LLC
|
SELL
|
- |
-15KClosed |
$376K - $389K
|
0
$0
|
|
|
Oct 25, 2019
Q3 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-972Closed |
$24.4K - $25.2K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-8.6KClosed |
$216K - $223K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-71Closed |
$1.78K - $1.84K
|
0
$0
|
|
|
Oct 17, 2019
Q3 2019
|
Strategic Advisors LLC
|
SELL
|
- |
-115KClosed |
$2.88M - $2.97M
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.84KClosed |
$46.2K - $47.8K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-4.83KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-1.28KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Cambria Investment Management, L.P.
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-11.9KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-9.04KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-282KClosed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-2KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-120Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-36Closed |
N/A
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-1.3KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.88KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-92.4KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-950Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Gratus Capital LLC
|
SELL
|
- |
-86.9KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-10Closed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-60KClosed |
N/A
|
0
$0
|
|