Latest Institutional Sells of Schwab Strategic Tr Us Emergin (SCHE)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Emergin (SCHE) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-910K- 4.11% |
$23.1M - $26.9M
|
21.2M
$614M
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-623K- 98.53% |
$15.9M - $18.4M
|
9.31K
$269K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-365K- 15.2% |
$9.29M - $10.8M
|
2.04M
$58.9M
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-78.6K- 5.68% |
$2M - $2.32M
|
1.3M
$37.8M
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-28.4K- 25.14% |
$723K - $839K
|
84.6K
$2.45M
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-25K- 1.9% |
$635K - $737K
|
1.29M
$37.3M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-23K- 22.62% |
$586K - $680K
|
78.8K
$2.28M
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-15.7K- 49.13% |
$399K - $464K
|
16.3K
$470K
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-11.8K- 58.83% |
$301K - $349K
|
8.28K
$240K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.7K- 13.41% |
$297K - $345K
|
75.5K
$2.18M
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-11.5K- 9.4% |
$293K - $340K
|
111K
$3.21M
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-11K- 24.39% |
$281K - $326K
|
34.2K
$990K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11K- 7.09% |
$279K - $324K
|
144K
$4.16M
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-8.71K- 6.77% |
$222K - $257K
|
120K
$3.47M
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-8.24K- 5.5% |
$210K - $243K
|
142K
$4.1M
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-7.84K- 3.15% |
$200K - $232K
|
241K
$6.97M
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-6.85K- 2.87% |
$174K - $202K
|
232K
$6.72M
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-5.73K- 5.32% |
$146K - $169K
|
102K
$2.95M
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-5.57K- 14.91% |
$142K - $164K
|
31.8K
$919K
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5.49K- 3.04% |
$140K - $162K
|
175K
$5.07M
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-5.42K- 8.46% |
$138K - $160K
|
58.7K
$1.7M
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-5.1K- 23.05% |
$130K - $150K
|
17K
$492K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-4.64K- 12.15% |
$118K - $137K
|
33.5K
$970K
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-4.62K- 11.0% |
$118K - $137K
|
37.4K
$1.08M
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-4.61K- 2.63% |
$117K - $136K
|
171K
$4.95M
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-4.58K- 83.6% |
$117K - $135K
|
899
$26K
|
|
Oct 07, 2024
Q3 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-4.51K- 39.02% |
$115K - $133K
|
7.05K
$204K
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-4.46K- 2.11% |
$114K - $132K
|
207K
$5.98M
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.19K- 4.19% |
$107K - $124K
|
95.8K
$2.77M
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3.76K- 2.29% |
$95.8K - $111K
|
160K
$4.64M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.76K- 1.98% |
$95.6K - $111K
|
186K
$5.37M
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
SELL
|
- |
-3.64K- 1.79% |
$92.5K - $107K
|
200K
$5.78M
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.6K- 2.95% |
$91.6K - $106K
|
119K
$3.43M
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-3.46K- 7.83% |
$88K - $102K
|
40.7K
$1.18M
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-3.34K- 2.8% |
$84.9K - $98.5K
|
116K
$3.35M
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-3.03K- 23.14% |
$77.1K - $89.5K
|
10.1K
$291K
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-2.84K- 8.25% |
$72.2K - $83.7K
|
31.6K
$913K
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.62K- 5.86% |
$66.7K - $77.4K
|
42.1K
$1.22M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-2.61K- 5.84% |
$66.4K - $77.1K
|
42.1K
$1.22M
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.61K- 1.93% |
$66.4K - $77K
|
133K
$3.84M
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-2.55K- 0.84% |
$64.9K - $75.3K
|
300K
$8.68M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.5K- 5.83% |
$63.7K - $73.9K
|
40.4K
$1.17M
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.41K- 2.35% |
$61.3K - $71.2K
|
100K
$2.9M
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-2.34K- 2.05% |
$59.5K - $69.1K
|
112K
$3.24M
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-2.17K- 18.96% |
$55.3K - $64.1K
|
9.29K
$269K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.14K- 17.03% |
$54.4K - $63.1K
|
10.4K
$301K
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.13K- 4.86% |
$54.2K - $62.9K
|
41.7K
$1.21M
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.13K- 1.58% |
$54.1K - $62.8K
|
132K
$3.83M
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-2.03K- 6.36% |
$51.5K - $59.8K
|
29.8K
$863K
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-1.88K- 20.53% |
$47.7K - $55.4K
|
7.26K
$210K
|