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 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
$121K
|
|
Jul 13, 2020
Q2 2020
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-9.69KClosed |
$193K - $243K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-8.15KClosed |
$162K - $204K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-3.17KClosed |
$63K - $79.4K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Covington Capital Management
|
SELL
|
- |
-3.05KClosed |
$60.6K - $76.4K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.45KClosed |
$28.7K - $36.2K
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Belmont Capital, LLC
|
SELL
|
- |
-1.1KClosed |
$21.9K - $27.7K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-212Closed |
$4.21K - $5.31K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-169Closed |
$3.36K - $4.23K
|
0
$0
|
|
Jul 30, 2020
Q2 2020
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-102Closed |
$2.03K - $2.56K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-100Closed |
$1.99K - $2.51K
|
0
$0
|
|
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
|
|
Dec 12, 2024
Q1 2020
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-15KClosed |
$280K - $423K
|
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
|