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 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-600- 6.67% |
$14.3K - $15.7K
|
8.4K
$254K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-408- 23.79% |
$9.72K - $10.7K
|
1.31K
$39.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-344- 3.37% |
$8.2K - $8.98K
|
9.86K
$298K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-172- 0.25% |
$4.1K - $4.49K
|
68.1K
$2.06M
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-111- 97.37% |
$2.65K - $2.9K
|
3
$90.7
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-47- 0.43% |
$1.12K - $1.23K
|
10.9K
$330K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-15- 0.75% |
$357 - $392
|
1.98K
$59.8K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-30.8K- 7.06% |
$729K - $787K
|
405K
$12.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-25.4K- 5.91% |
$602K - $650K
|
405K
$12.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4.5K- 34.32% |
$107K - $115K
|
8.62K
$261K
|
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-3.4K- 2.31% |
$80.3K - $86.7K
|
144K
$4.35M
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-2.69K- 23.21% |
$63.7K - $68.8K
|
8.91K
$269K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.41K- 12.86% |
$33.5K - $36.1K
|
9.58K
$290K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.29K- 11.46% |
$30.5K - $32.9K
|
9.97K
$301K
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.1K- 11.91% |
$26.1K - $28.1K
|
8.15K
$246K
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-800- 7.36% |
$18.9K - $20.4K
|
10.1K
$304K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-622- 2.3% |
$14.7K - $15.9K
|
26.5K
$800K
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-330- 1.21% |
$7.81K - $8.43K
|
26.8K
$812K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-80- 31.37% |
$1.89K - $2.04K
|
175
$5.29K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-76- 4.31% |
$1.8K - $1.94K
|
1.69K
$51K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-27- 96.43% |
$639 - $690
|
1
$30.2
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-17- 0.57% |
$402 - $434
|
2.99K
$90.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-2- 0.41% |
$47.3 - $51.1
|
489
$14.8K
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-53.5K- 41.42% |
$1.25M - $1.41M
|
75.7K
$2.29M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-12.1KClosed |
$282K - $319K
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-7.11K- 41.35% |
$166K - $188K
|
10.1K
$305K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.38KClosed |
$32.2K - $36.4K
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.34K- 11.36% |
$31.3K - $35.4K
|
10.5K
$317K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-1.29K- 43.58% |
$30K - $34K
|
1.67K
$50.4K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-937- 25.76% |
$21.9K - $24.7K
|
2.7K
$81.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-807- 6.96% |
$18.8K - $21.3K
|
10.8K
$326K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-685- 93.58% |
$16K - $18.1K
|
47
$1.42K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-183- 0.46% |
$4.27K - $4.83K
|
39.6K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-25- 1.64% |
$583 - $660
|
1.5K
$45.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-20- 0.16% |
$466 - $528
|
12.3K
$371K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-15- 83.33% |
$350 - $396
|
3
$90.7
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-6- 0.04% |
$140 - $158
|
16.7K
$504K
|
|
| Q4 2022 | |||||||
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-19.9K- 36.36% |
$429K - $495K
|
34.7K
$1.05M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-10K- 89.04% |
$217K - $251K
|
1.24K
$37.4K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-6.95K- 33.91% |
$150K - $173K
|
13.5K
$409K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5.57K- 57.36% |
$120K - $139K
|
4.14K
$125K
|
|
|
Jan 27, 2023
Q4 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-2.73K- 20.53% |
$58.9K - $68K
|
10.6K
$319K
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-1.45KClosed |
$31.3K - $36.2K
|
0
$0
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.07K- 98.25% |
$23K - $26.6K
|
19
$574
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-860- 1.03% |
$18.6K - $21.5K
|
82.5K
$2.49M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-578- 5.98% |
$12.5K - $14.4K
|
9.08K
$275K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-193- 0.73% |
$4.17K - $4.82K
|
26.3K
$795K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-144- 1.2% |
$3.11K - $3.59K
|
11.8K
$357K
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
SELL
|
- |
-23- 57.5% |
$497 - $574
|
17
$514
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-286K- 74.92% |
$6.42M - $7.4M
|
95.9K
$2.9M
|
|