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 |
---|---|---|---|---|---|---|---|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-389- 0.57% |
$9.48K - $11.7K
|
67.4K
$2.04M
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-368- 0.96% |
$8.97K - $11.1K
|
37.8K
$1.14M
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-365- 2.23% |
$8.9K - $11K
|
16K
$483K
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-347- 3.6% |
$8.46K - $10.5K
|
9.3K
$281K
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-343- 98.56% |
$8.36K - $10.4K
|
5
$151
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-313- 2.21% |
$7.63K - $9.45K
|
13.9K
$419K
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-301- 2.32% |
$7.34K - $9.08K
|
12.7K
$383K
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-300- 3.48% |
$7.31K - $9.05K
|
8.32K
$252K
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-293- 1.94% |
$7.14K - $8.84K
|
14.8K
$449K
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-262- 1.56% |
$6.39K - $7.91K
|
16.5K
$499K
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-239- 1.91% |
$5.83K - $7.21K
|
12.3K
$371K
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-211- 1.28% |
$5.14K - $6.37K
|
16.2K
$491K
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-159- 0.49% |
$3.88K - $4.8K
|
32.1K
$971K
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-146- 20.36% |
$3.56K - $4.41K
|
571
$17.3K
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-126- 0.62% |
$3.07K - $3.8K
|
20.1K
$609K
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-118- 0.84% |
$2.88K - $3.56K
|
14K
$422K
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-114- 0.76% |
$2.78K - $3.44K
|
14.9K
$450K
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-61- 0.78% |
$1.49K - $1.84K
|
7.78K
$235K
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-52- 0.04% |
$1.27K - $1.57K
|
119K
$3.61M
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-36- 0.15% |
$878 - $1.09K
|
23.9K
$722K
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-18- 0.1% |
$439 - $543
|
17.3K
$523K
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-6- 0.01% |
$146 - $181
|
41.8K
$1.26M
|
|
Q1 2025 | |||||||
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-679K- 91.41% |
$17.5M - $19.4M
|
63.9K
$1.93M
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-539K- 2.88% |
$13.9M - $15.4M
|
18.2M
$549M
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-405K- 52.04% |
$10.5M - $11.6M
|
373K
$11.3M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-355K- 1.74% |
$9.18M - $10.1M
|
20.1M
$607M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-317K- 95.92% |
$8.18M - $9.03M
|
13.5K
$407K
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-217K- 46.34% |
$5.6M - $6.19M
|
251K
$7.6M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-190K- 44.49% |
$4.91M - $5.43M
|
238K
$7.18M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-155K- 94.94% |
$4M - $4.42M
|
8.25K
$249K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-134K- 10.16% |
$3.45M - $3.82M
|
1.18M
$35.8M
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-124K- 15.54% |
$3.2M - $3.53M
|
673K
$20.3M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-123K- 6.62% |
$3.18M - $3.52M
|
1.74M
$52.6M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-104K- 6.85% |
$2.68M - $2.96M
|
1.41M
$42.6M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-98.1K- 21.98% |
$2.53M - $2.8M
|
348K
$10.5M
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-93.4K- 43.19% |
$2.41M - $2.66M
|
123K
$3.71M
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-80.1K- 18.83% |
$2.07M - $2.29M
|
345K
$10.4M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-54.7K- 2.35% |
$1.41M - $1.56M
|
2.28M
$68.9M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-48.5K- 14.72% |
$1.25M - $1.38M
|
281K
$8.49M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-48.1K- 65.42% |
$1.24M - $1.37M
|
25.4K
$769K
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-42K- 29.03% |
$1.08M - $1.2M
|
103K
$3.1M
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-41.3K- 54.1% |
$1.07M - $1.18M
|
35.1K
$1.06M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-35.3K- 36.33% |
$912K - $1.01M
|
61.9K
$1.87M
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-34.3K- 15.53% |
$885K - $978K
|
187K
$5.64M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-32.9K- 18.69% |
$849K - $939K
|
143K
$4.33M
|
|
May 02, 2025
Q1 2025
|
Bip Alliance, LLC
Atlanta, GA |
SELL
|
- |
-32.8K- 60.06% |
$846K - $935K
|
21.8K
$659K
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-29.7K- 31.22% |
$765K - $846K
|
65.3K
$1.98M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-24K- 38.58% |
$619K - $684K
|
38.2K
$1.15M
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-23.6K- 2.48% |
$608K - $672K
|
929K
$28.1M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-23.2K- 14.65% |
$598K - $661K
|
135K
$4.08M
|