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 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-24.6K- 31.74% |
$626K - $726K
|
52.9K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
25+ 0.07% |
$636 - $738
|
33.8K
$909K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-71- 13.73% |
$1.81K - $2.1K
|
446
$12K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.52K+ 6.14% |
$38.6K - $44.7K
|
26.2K
$704K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
402K+ 321.73% |
$10.2M - $11.9M
|
527K
$14.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
71+ 0.31% |
$1.81K - $2.1K
|
23K
$618K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-3.04K- 14.17% |
$77.4K - $89.8K
|
18.4K
$496K
|
|
|
Nov 08, 2024
Q3 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
375+ 2.4% |
$9.54K - $11.1K
|
16K
$430K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-41.4K- 34.62% |
$1.05M - $1.22M
|
78.2K
$2.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
43.5KNew |
$1.11M - $1.28M
|
43.5K
$1.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.72K+ 14.29% |
$222K - $258K
|
69.8K
$1.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
528+ 1.52% |
$13.4K - $15.6K
|
35.4K
$951K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
17New |
$433 - $502
|
17
$457
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
558+ 0.34% |
$14.2K - $16.5K
|
165K
$4.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.8K+ 2.73% |
$327K - $379K
|
483K
$13M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-5.38K- 1.55% |
$137K - $159K
|
341K
$9.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
10+ 0.12% |
$255 - $295
|
8.11K
$218K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-4.12K- 4.0% |
$105K - $122K
|
99.1K
$2.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-11.1K- 35.09% |
$281K - $326K
|
20.4K
$550K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
474+ 18.48% |
$12.1K - $14K
|
3.04K
$81.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 0.16% |
$76.4 - $88.6
|
1.89K
$50.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-10- 2.87% |
$255 - $295
|
339
$9.12K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-22- 0.02% |
$560 - $650
|
106K
$2.86M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.38K+ 5.29% |
$86K - $99.8K
|
67.2K
$1.81M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-238- 2.2% |
$6.06K - $7.03K
|
10.6K
$284K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.61K+ 2.44% |
$66.3K - $77K
|
110K
$2.95M
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-878- 0.76% |
$22.3K - $25.9K
|
114K
$3.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-78- 1.71% |
$1.99K - $2.3K
|
4.48K
$120K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
798+ 1.44% |
$20.3K - $23.6K
|
56.2K
$1.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
121+ 1.49% |
$3.08K - $3.57K
|
8.22K
$221K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-158- 0.78% |
$4.02K - $4.67K
|
20.1K
$542K
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
2.65K+ 1.09% |
$67.4K - $78.2K
|
245K
$6.6M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
BUY
|
- |
11+ 0.13% |
$280 - $325
|
8.65K
$233K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
2.04K+ 2.98% |
$51.9K - $60.3K
|
70.5K
$1.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
13+ 0.14% |
$331 - $384
|
9.31K
$250K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.25KNew |
$31.8K - $36.9K
|
1.25K
$33.6K
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
44+ 2.03% |
$1.12K - $1.3K
|
2.21K
$59.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
977+ 0.22% |
$24.9K - $28.9K
|
453K
$12.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
2.26K+ 7.58% |
$57.5K - $66.7K
|
32K
$862K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
6.19K+ 61.31% |
$158K - $183K
|
16.3K
$438K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-12.1K- 32.54% |
$307K - $356K
|
25K
$673K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
886+ 5.74% |
$22.5K - $26.2K
|
16.3K
$439K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.9K- 14.45% |
$329K - $381K
|
76.5K
$2.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.88K+ 19.83% |
$73.3K - $85K
|
17.4K
$468K
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
12.4KNew |
$315K - $365K
|
12.4K
$333K
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.04K+ 3.16% |
$26.4K - $30.7K
|
33.9K
$911K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
554+ 1.72% |
$14.1K - $16.4K
|
32.7K
$880K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
32+ 1.56% |
$814 - $945
|
2.08K
$56K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-2.82K- 2.81% |
$71.8K - $83.3K
|
97.4K
$2.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
14+ 0.04% |
$356 - $413
|
37.1K
$999K
|