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 |
---|---|---|---|---|---|---|---|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-905Closed |
$26K - $28.9K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-852Closed |
$24.4K - $27.2K
|
0
$0
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-353- 3.82% |
$10.1K - $11.3K
|
8.88K
$257K
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-300Closed |
$8.6K - $9.59K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-185Closed |
$5.31K - $5.91K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-127Closed |
$3.64K - $4.06K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-67Closed |
$1.92K - $2.14K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-65Closed |
$1.86K - $2.08K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-30Closed |
$860 - $959
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-28Closed |
$803 - $895
|
0
$0
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q3 2021 | |||||||
Oct 29, 2021
Q3 2021
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-174KClosed |
$5.2M - $5.7M
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-50.7KClosed |
$1.51M - $1.66M
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-41.2KClosed |
$1.23M - $1.35M
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-40.1KClosed |
$1.2M - $1.31M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-22.2KClosed |
$663K - $728K
|
0
$0
|
|
Aug 18, 2023
Q3 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-19.1KClosed |
$568K - $623K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-16.6KClosed |
$494K - $541K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-14KClosed |
$417K - $458K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-9.93KClosed |
$296K - $325K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-8.97KClosed |
$267K - $293K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-6.63KClosed |
$198K - $217K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.59KClosed |
$196K - $215K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-6.4KClosed |
$191K - $209K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
SELL
|
- |
-6.13KClosed |
$183K - $201K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Blooom, Inc.
|
SELL
|
- |
-5.94KClosed |
$177K - $194K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-3.65KClosed |
$109K - $119K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-2.11KClosed |
$62.8K - $68.9K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
SELL
|
- |
-1.93KClosed |
$57.5K - $63.1K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-1.21KClosed |
$35.9K - $39.4K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-1.06KClosed |
$31.5K - $34.6K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-903Closed |
$26.9K - $29.5K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Ckw Financial Group
|
SELL
|
- |
-890Closed |
$26.5K - $29.1K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-753Closed |
$22.4K - $24.6K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-417Closed |
$12.4K - $13.6K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-23Closed |
$686 - $752
|
0
$0
|
|
Q2 2021 | |||||||
Aug 06, 2021
Q2 2021
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-926KClosed |
$28.8M - $31.1M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-86KClosed |
$2.67M - $2.89M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-22.4KClosed |
$696K - $754K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-17.3KClosed |
$536K - $580K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-16.7KClosed |
$519K - $562K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Human Investing LLC
|
SELL
|
- |
-13.5KClosed |
$420K - $455K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-10.4KClosed |
$323K - $350K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-6.68KClosed |
$207K - $224K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
SELL
|
- |
-6.51KClosed |
$202K - $219K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6.35KClosed |
$197K - $213K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.18KClosed |
$130K - $141K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.39K- 46.93% |
$74.1K - $80.2K
|
2.7K
$78.1K
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.61KClosed |
$50.1K - $54.2K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-768Closed |
$23.9K - $25.8K
|
0
$0
|