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 |
---|---|---|---|---|---|---|---|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-249K- 80.5% |
$5.57M - $6.42M
|
60.2K
$1.82M
|
|
Oct 20, 2022
Q3 2022
|
Wt Wealth Management
|
SELL
|
- |
-22.4K- 40.44% |
$501K - $578K
|
33K
$996K
|
|
Nov 19, 2024
Q3 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-14.9KClosed |
$334K - $385K
|
0
$0
|
|
Nov 02, 2022
Q3 2022
|
Hamilton Wealth, LLC
|
SELL
|
- |
-11.7K- 54.02% |
$263K - $303K
|
10K
$302K
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-10.4K- 20.13% |
$232K - $268K
|
41.1K
$1.24M
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-8.28K- 33.67% |
$185K - $214K
|
16.3K
$493K
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-4.82K- 2.18% |
$108K - $125K
|
216K
$6.53M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.66K- 24.35% |
$81.9K - $94.5K
|
11.4K
$343K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-3K- 37.2% |
$67.1K - $77.4K
|
5.06K
$153K
|
|
Nov 07, 2022
Q3 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-2.81K- 17.95% |
$62.9K - $72.5K
|
12.8K
$388K
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2K- 98.33% |
$44.9K - $51.8K
|
34
$1.03K
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.74K- 16.16% |
$39.1K - $45K
|
9.05K
$274K
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.74K- 94.05% |
$39K - $44.9K
|
110
$3.33K
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.03K- 8.69% |
$23.1K - $26.7K
|
10.9K
$328K
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-866- 6.33% |
$19.4K - $22.4K
|
12.8K
$387K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-843- 8.14% |
$18.9K - $21.8K
|
9.51K
$287K
|
|
Oct 12, 2022
Q3 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-716- 2.25% |
$16K - $18.5K
|
31.1K
$940K
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-518- 1.69% |
$11.6K - $13.4K
|
30.2K
$913K
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-504- 0.42% |
$11.3K - $13K
|
120K
$3.64M
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-228- 0.76% |
$5.11K - $5.89K
|
29.7K
$897K
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-128- 0.85% |
$2.87K - $3.31K
|
15K
$454K
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-52- 98.11% |
$1.16K - $1.34K
|
1
$30.2
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
SELL
|
- |
-12- 11.32% |
$269 - $310
|
94
$2.84K
|
|
Q2 2022 | |||||||
Jul 20, 2022
Q2 2022
|
Adams Wealth Management
|
SELL
|
- |
-527KClosed |
$12.9M - $15.2M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-158K- 86.85% |
$3.88M - $4.57M
|
24K
$724K
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-135KClosed |
$3.31M - $3.9M
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-114K- 24.8% |
$2.8M - $3.3M
|
346K
$10.5M
|
|
Jul 29, 2022
Q2 2022
|
Callahan Advisors, LLC
|
SELL
|
- |
-102K- 85.99% |
$2.5M - $2.95M
|
16.6K
$503K
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-71.5KClosed |
$1.75M - $2.06M
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-19.9KClosed |
$488K - $575K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Colony Family Offices, LLC
|
SELL
|
- |
-16.3KClosed |
$399K - $470K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-14.7K- 64.59% |
$360K - $425K
|
8.06K
$244K
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-11KClosed |
$271K - $319K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-9.24KClosed |
$227K - $267K
|
0
$0
|
|
Jun 06, 2023
Q2 2022
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-8.9KClosed |
$218K - $257K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-8.31KClosed |
$204K - $240K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-8.27KClosed |
$203K - $239K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-8.26KClosed |
$203K - $239K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-7.69KClosed |
$188K - $222K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-7.68KClosed |
$188K - $222K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
SELL
|
- |
-7.58KClosed |
$186K - $219K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-7.51KClosed |
$184K - $217K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-7.37KClosed |
$181K - $213K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-7.25K- 99.99% |
$178K - $209K
|
1
$30.2
|
|
Jul 18, 2022
Q2 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-7.22KClosed |
$177K - $208K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-7.21KClosed |
$177K - $208K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-5.42K- 7.11% |
$133K - $156K
|
70.7K
$2.14M
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-5.38KClosed |
$132K - $155K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-4.43K- 32.91% |
$109K - $128K
|
9.04K
$273K
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.19K- 9.7% |
$53.6K - $63.1K
|
20.3K
$615K
|