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 |
---|---|---|---|---|---|---|---|
Aug 03, 2021
Q2 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-741Closed |
$23K - $24.9K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Zeit Capital LLC
|
SELL
|
- |
-609- 67.07% |
$18.9K - $20.5K
|
299
$8.65K
|
|
Jul 19, 2021
Q2 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-74Closed |
$2.3K - $2.49K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
West Financial Advisors, LLC
|
SELL
|
- |
-61- 57.01% |
$1.89K - $2.05K
|
46
$1.33K
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-3Closed |
$93.2 - $101
|
0
$0
|
|
Q1 2021 | |||||||
May 10, 2021
Q1 2021
|
Xponance, Inc.
|
SELL
|
- |
-115KClosed |
$3.53M - $3.97M
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-26KClosed |
$800K - $900K
|
0
$0
|
|
Apr 13, 2021
Q1 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-18.6KClosed |
$572K - $644K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-7.12KClosed |
$219K - $247K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-6.66KClosed |
$205K - $231K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-5.09KClosed |
$157K - $176K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-3.91KClosed |
$120K - $135K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-2.27KClosed |
$70K - $78.7K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.8KClosed |
$55.4K - $62.3K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-554- 5.93% |
$17.1K - $19.2K
|
8.8K
$255K
|
|
Sep 21, 2023
Q1 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-206Closed |
$6.34K - $7.13K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-18Closed |
$554 - $623
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-11Closed |
$339 - $381
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-1Closed |
$30.8 - $34.6
|
0
$0
|
|
Q4 2020 | |||||||
Feb 10, 2021
Q4 2020
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-35.8KClosed |
$958K - $1.1M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Centric Wealth Management
|
SELL
|
- |
-19.2KClosed |
$512K - $588K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Wealthsource Partners, LLC
|
SELL
|
- |
-10.8KClosed |
$288K - $330K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-7.5KClosed |
$200K - $230K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.96KClosed |
$159K - $183K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-2.68KClosed |
$71.7K - $82.3K
|
0
$0
|
|
Jan 19, 2021
Q4 2020
|
Elm Partners Management LLC
|
SELL
|
- |
-2.5KClosed |
$66.8K - $76.7K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-73.6KClosed |
$1.82M - $2.04M
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-36.7KClosed |
$906K - $1.02M
|
0
$0
|
|
Oct 09, 2020
Q3 2020
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-25KClosed |
$618K - $694K
|
0
$0
|
|
Oct 15, 2020
Q3 2020
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-16.5KClosed |
$408K - $458K
|
0
$0
|
|
Nov 17, 2020
Q3 2020
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-11.3KClosed |
$280K - $314K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.62KClosed |
$40.1K - $45K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Financial Advantage, Inc.
|
SELL
|
- |
-319Closed |
$7.88K - $8.84K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-232Closed |
$5.73K - $6.43K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-156Closed |
$3.85K - $4.32K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-20Closed |
$494 - $554
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1Closed |
$24.7 - $27.7
|
0
$0
|
|
Q2 2020 | |||||||
Jul 28, 2020
Q2 2020
|
Bouchey Financial Group LTD
|
SELL
|
- |
-423KClosed |
$8.4M - $10.6M
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-124KClosed |
$2.47M - $3.11M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-66.8KClosed |
$1.33M - $1.67M
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Keybank National Association
|
SELL
|
- |
-52.7KClosed |
$1.05M - $1.32M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-23.4KClosed |
$466K - $587K
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Regions Financial Corp
|
SELL
|
- |
-19.8KClosed |
$394K - $497K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-19.8KClosed |
$393K - $496K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-18.9KClosed |
$375K - $473K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-18.1KClosed |
$359K - $453K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Black Diamond Financial, LLC
|
SELL
|
- |
-12.1KClosed |
$241K - $304K
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Moneywise, Inc.
|
SELL
|
- |
-10KClosed |
$199K - $251K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-10K- 71.43% |
$199K - $251K
|
4K
$116K
|
|
Jul 13, 2020
Q2 2020
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-9.69KClosed |
$193K - $243K
|
0
$0
|