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
$589M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-623K- 98.53% |
$15.9M - $18.4M
|
9.31K
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-380K- 1.94% |
$9.66M - $11.2M
|
19.2M
$533M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-366K- 11.4% |
$9.31M - $10.8M
|
2.84M
$78.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-365K- 15.2% |
$9.29M - $10.8M
|
2.04M
$56.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-350K- 96.15% |
$8.9M - $10.3M
|
14K
$388K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-308K- 97.78% |
$7.84M - $9.1M
|
6.99K
$194K
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-181K- 46.31% |
$4.61M - $5.35M
|
210K
$5.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-154K- 7.47% |
$3.93M - $4.56M
|
1.91M
$53M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-125K- 22.23% |
$3.17M - $3.68M
|
436K
$12.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-96.9K- 54.63% |
$2.47M - $2.86M
|
80.4K
$2.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-84.1K- 3.34% |
$2.14M - $2.48M
|
2.43M
$67.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-78.6K- 5.68% |
$2M - $2.32M
|
1.3M
$36.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-77.2K- 78.12% |
$1.96M - $2.28M
|
21.6K
$599K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-75.5K- 3.16% |
$1.92M - $2.23M
|
2.31M
$64.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-71.3K- 37.29% |
$1.81M - $2.1M
|
120K
$3.32M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-69.6K- 13.04% |
$1.77M - $2.06M
|
465K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-58.6K- 8.51% |
$1.49M - $1.73M
|
630K
$17.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-49.1K- 4.7% |
$1.25M - $1.45M
|
995K
$27.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-45.3K- 24.64% |
$1.15M - $1.34M
|
138K
$3.84M
|
|
|
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
$2.17M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-37.2K- 38.64% |
$946K - $1.1M
|
59K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34.6K- 7.57% |
$880K - $1.02M
|
422K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-34.4K- 64.46% |
$876K - $1.02M
|
19K
$526K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-31K- 54.14% |
$788K - $914K
|
26.2K
$727K
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-28.4K- 25.14% |
$723K - $839K
|
84.6K
$2.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-26.8K- 11.86% |
$682K - $791K
|
199K
$5.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-25K- 1.9% |
$635K - $737K
|
1.29M
$35.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-24.9K- 10.07% |
$634K - $736K
|
223K
$6.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-24.6K- 31.74% |
$626K - $726K
|
52.9K
$1.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-23.4K- 5.8% |
$596K - $692K
|
380K
$10.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-23K- 22.62% |
$586K - $680K
|
78.8K
$2.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-22.8K- 6.16% |
$581K - $674K
|
348K
$9.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-21K- 40.43% |
$535K - $621K
|
31K
$860K
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-20.7K- 4.03% |
$528K - $613K
|
495K
$13.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-20.7K- 4.03% |
$528K - $613K
|
495K
$13.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-19.5K- 5.73% |
$497K - $577K
|
322K
$8.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-18.2K- 0.93% |
$462K - $536K
|
1.92M
$53.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-17.7K- 6.41% |
$450K - $522K
|
258K
$7.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-17K- 5.42% |
$432K - $502K
|
296K
$8.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-16.3K- 6.3% |
$414K - $480K
|
242K
$6.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-15.7K- 49.13% |
$399K - $464K
|
16.3K
$451K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-13.1K- 26.82% |
$334K - $387K
|
35.8K
$992K
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-13K- 3.9% |
$330K - $383K
|
319K
$8.85M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.9K- 14.45% |
$329K - $381K
|
76.5K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-12.9K- 37.18% |
$328K - $381K
|
21.8K
$604K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-12.9K- 55.81% |
$327K - $380K
|
10.2K
$282K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-12.4K- 13.35% |
$317K - $367K
|
80.8K
$2.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-12.1K- 32.54% |
$307K - $356K
|
25K
$694K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-11.8K- 58.83% |
$301K - $349K
|
8.28K
$230K
|