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 14, 2020
Q2 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-95Closed |
$1.89K - $2.38K
|
0
$0
|
|
Q1 2020 | |||||||
May 11, 2020
Q1 2020
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-407KClosed |
$7.61M - $11.5M
|
0
$0
|
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-348KClosed |
$6.5M - $9.82M
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Seneca House Advisors
|
SELL
|
- |
-168KClosed |
$3.14M - $4.75M
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Segment Wealth Management, LLC
|
SELL
|
- |
-140KClosed |
$2.62M - $3.96M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-118KClosed |
$2.2M - $3.33M
|
0
$0
|
|
Apr 07, 2020
Q1 2020
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-97.4KClosed |
$1.82M - $2.75M
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Sather Financial Group Inc
|
SELL
|
- |
-77.5KClosed |
$1.45M - $2.19M
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-58.6KClosed |
$1.09M - $1.65M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-41.7KClosed |
$779K - $1.18M
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-39.5KClosed |
$737K - $1.11M
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-38KClosed |
$709K - $1.07M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-27.7KClosed |
$518K - $783K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-18.2KClosed |
$340K - $514K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Mirador Capital Partners LP
|
SELL
|
- |
-17.5KClosed |
$327K - $494K
|
0
$0
|
|
Apr 10, 2020
Q1 2020
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-16.9KClosed |
$316K - $477K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-14.3KClosed |
$267K - $403K
|
0
$0
|
|
Apr 03, 2020
Q1 2020
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-14.2KClosed |
$265K - $400K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Alaska Permanent Capital Management
|
SELL
|
- |
-13.6KClosed |
$253K - $383K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Klingman & Associates, LLC
|
SELL
|
- |
-13.3KClosed |
$248K - $374K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Smith, Salley & Associates
|
SELL
|
- |
-12KClosed |
$225K - $339K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Maple Capital Management, Inc.
|
SELL
|
- |
-11.8KClosed |
$221K - $334K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Essex Savings Bank
|
SELL
|
- |
-10.4KClosed |
$195K - $294K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Wealth Architects, LLC
|
SELL
|
- |
-10.2KClosed |
$191K - $289K
|
0
$0
|
|
Apr 10, 2020
Q1 2020
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-10.1KClosed |
$189K - $285K
|
0
$0
|
|
Apr 15, 2020
Q1 2020
|
Secure Asset Management, LLC
|
SELL
|
- |
-10.1KClosed |
$189K - $285K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-9.97KClosed |
$186K - $281K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-9.81KClosed |
$183K - $277K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-9.16KClosed |
$171K - $259K
|
0
$0
|
|
Sep 01, 2023
Q1 2020
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-8.87KClosed |
$166K - $250K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Altium Wealth Management LLC
|
SELL
|
- |
-8.33KClosed |
$156K - $235K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-8.29KClosed |
$155K - $234K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-8.27KClosed |
$154K - $233K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
V Wealth Advisors LLC
|
SELL
|
- |
-8.25KClosed |
$154K - $233K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-8.16KClosed |
$152K - $230K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-3.56KClosed |
$66.4K - $100K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.24KClosed |
$23.1K - $34.9K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-454Closed |
$8.48K - $12.8K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-448Closed |
$8.37K - $12.6K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-446Closed |
$8.33K - $12.6K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-421Closed |
$7.86K - $11.9K
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Legacy Bridge, LLC
|
SELL
|
- |
-300- 40.54% |
$5.6K - $8.47K
|
440
$12.2K
|
|
Apr 27, 2020
Q1 2020
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-212Closed |
$3.96K - $5.98K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-194Closed |
$3.62K - $5.47K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-136Closed |
$2.54K - $3.84K
|
0
$0
|
|
Apr 30, 2020
Q1 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-63Closed |
$1.18K - $1.78K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-48Closed |
$897 - $1.35K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-9Closed |
$168 - $254
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Burt Wealth Advisors
|
SELL
|
- |
-1Closed |
$18.7 - $28.2
|
0
$0
|
|
Q4 2019 | |||||||
Jan 22, 2020
Q4 2019
|
Financial Consulate, Inc
|
SELL
|
- |
-94.3KClosed |
$2.34M - $2.59M
|
0
$0
|