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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-488- 0.46% |
$12K - $13.3K
|
106K
$3.08M
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-138- 0.99% |
$3.4K - $3.75K
|
13.9K
$401K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-58.3K- 59.4% |
$1.44M - $1.58M
|
39.8K
$1.15M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
1.4K+ 100.0% |
$34.5K - $38.1K
|
2.8K
$81K
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.38K- 20.97% |
$58.8K - $64.8K
|
8.98K
$260K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.21K+ 58.12% |
$104K - $115K
|
11.5K
$332K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.2KNew |
$202K - $223K
|
8.2K
$237K
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
11+ 0.14% |
$271 - $299
|
8.04K
$233K
|
|
Aug 14, 2024
Q2 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-1.12K- 1.83% |
$27.7K - $30.5K
|
60.2K
$1.74M
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-34- 33.66% |
$839 - $925
|
67
$1.94K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1.52K- 98.01% |
$37.6K - $41.4K
|
31
$897
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.53K- 1.11% |
$62.4K - $68.8K
|
226K
$6.54M
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
3.34KNew |
$82.4K - $90.9K
|
3.34K
$96.7K
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-250- 11.72% |
$6.17K - $6.8K
|
1.88K
$54.5K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
135+ 750.0% |
$3.33K - $3.67K
|
153
$4.43K
|
|
Aug 14, 2024
Q2 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-300- 1.55% |
$7.4K - $8.16K
|
19.1K
$552K
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
28.8K+ 223.01% |
$709K - $782K
|
41.7K
$1.21M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.02K- 7.68% |
$49.9K - $55K
|
24.3K
$704K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.9K- 4.86% |
$342K - $377K
|
271K
$7.84M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.45M- 88.62% |
$60.6M - $66.8M
|
315K
$9.12M
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.21MNew |
$79.2M - $87.3M
|
3.21M
$92.9M
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.94K+ 2.29% |
$72.5K - $79.9K
|
131K
$3.79M
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.37K- 14.64% |
$58.3K - $64.3K
|
13.8K
$399K
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
5.99K+ 4.54% |
$148K - $163K
|
138K
$3.99M
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
87.7K+ 243.31% |
$2.16M - $2.39M
|
124K
$3.58M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
58+ 0.39% |
$1.43K - $1.58K
|
15K
$435K
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-252- 0.21% |
$6.22K - $6.85K
|
121K
$3.51M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.2K- 6.39% |
$769K - $848K
|
457K
$13.2M
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
27+ 0.23% |
$666 - $734
|
11.6K
$335K
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
608+ 4.32% |
$15K - $16.5K
|
14.7K
$425K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14.4K- 62.55% |
$355K - $391K
|
8.61K
$249K
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-1.18K- 5.16% |
$29.1K - $32.1K
|
21.7K
$627K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
87+ 56.86% |
$2.15K - $2.37K
|
240
$6.95K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-65- 23.47% |
$1.6K - $1.77K
|
212
$6.14K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.09K+ 1.5% |
$76.2K - $84K
|
209K
$6.05M
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.8K- 4.63% |
$143K - $158K
|
120K
$3.46M
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
136New |
$3.36K - $3.7K
|
136
$3.94K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10.9KNew |
$270K - $297K
|
10.9K
$316K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.83K- 3.82% |
$243K - $267K
|
247K
$7.16M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.64K+ 0.74% |
$164K - $181K
|
902K
$26.1M
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
244+ 12.68% |
$6.02K - $6.64K
|
2.17K
$62.8K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
59.9K+ 6.35% |
$1.48M - $1.63M
|
1M
$29.1M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.43M+ 24.52% |
$35.3M - $38.9M
|
7.26M
$210M
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.03K- 4.12% |
$25.5K - $28.1K
|
24K
$696K
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-83.6K- 47.96% |
$2.06M - $2.27M
|
90.7K
$2.62M
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
71.6K+ 5.49% |
$1.77M - $1.95M
|
1.38M
$39.8M
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-497- 6.2% |
$12.3K - $13.5K
|
7.52K
$218K
|
|
Aug 13, 2024
Q2 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
3.44K+ 13.05% |
$84.8K - $93.5K
|
29.8K
$862K
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-108- 1.15% |
$2.66K - $2.94K
|
9.24K
$267K
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
2.12K+ 3.2% |
$52.3K - $57.6K
|
68.4K
$1.98M
|