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 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-1.88K- 20.53% |
$47.7K - $55.4K
|
7.26K
$210K
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-1.68K- 4.07% |
$42.8K - $49.7K
|
39.7K
$1.15M
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.68K- 2.55% |
$42.6K - $49.5K
|
64.1K
$1.85M
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.5K- 0.68% |
$38.3K - $44.4K
|
220K
$6.36M
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 9.07% |
$38.1K - $44.2K
|
15K
$434K
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-1.48K- 0.15% |
$37.7K - $43.7K
|
981K
$28.4M
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.37K- 4.45% |
$34.7K - $40.3K
|
29.3K
$847K
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.35K- 9.74% |
$34.3K - $39.7K
|
12.5K
$361K
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.32K- 3.2% |
$33.7K - $39.1K
|
40K
$1.16M
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-1.12K- 2.17% |
$28.4K - $33K
|
50.3K
$1.46M
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1K- 0.79% |
$25.5K - $29.5K
|
126K
$3.63M
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-838- 0.9% |
$21.3K - $24.7K
|
92.3K
$2.67M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-773- 4.2% |
$19.7K - $22.8K
|
17.7K
$511K
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
SELL
|
- |
-752- 4.75% |
$19.1K - $22.2K
|
15.1K
$437K
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-746- 2.14% |
$19K - $22K
|
34.1K
$988K
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-740- 4.92% |
$18.8K - $21.9K
|
14.3K
$414K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-719- 2.37% |
$18.3K - $21.2K
|
29.6K
$857K
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-708- 2.89% |
$18K - $20.9K
|
23.8K
$689K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-682- 7.73% |
$17.4K - $20.1K
|
8.15K
$236K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-603- 42.98% |
$15.3K - $17.8K
|
800
$23.2K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-546- 2.66% |
$13.9K - $16.1K
|
20K
$578K
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-520- 4.72% |
$13.2K - $15.4K
|
10.5K
$304K
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-463- 2.58% |
$11.8K - $13.7K
|
17.5K
$507K
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-416- 2.16% |
$10.6K - $12.3K
|
18.8K
$545K
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-400- 3.25% |
$10.2K - $11.8K
|
11.9K
$344K
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-394- 2.58% |
$10K - $11.6K
|
14.9K
$431K
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-393- 0.58% |
$10K - $11.6K
|
67.4K
$1.95M
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-372- 3.89% |
$9.47K - $11K
|
9.18K
$266K
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-346- 8.25% |
$8.81K - $10.2K
|
3.85K
$111K
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-327- 0.36% |
$8.32K - $9.66K
|
90K
$2.6M
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-294- 0.3% |
$7.48K - $8.68K
|
99K
$2.86M
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-278- 0.42% |
$7.08K - $8.21K
|
66.1K
$1.91M
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-273- 0.16% |
$6.95K - $8.06K
|
174K
$5.04M
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-223- 4.31% |
$5.68K - $6.59K
|
4.96K
$143K
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-223- 0.3% |
$5.68K - $6.59K
|
73.9K
$2.14M
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-215- 1.31% |
$5.47K - $6.35K
|
16.2K
$470K
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-137- 0.38% |
$3.49K - $4.05K
|
35.7K
$1.03M
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-130- 1.0% |
$3.31K - $3.84K
|
12.9K
$372K
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-122- 0.61% |
$3.1K - $3.6K
|
19.8K
$573K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-122- 1.94% |
$3.1K - $3.6K
|
6.17K
$179K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-115- 0.9% |
$2.93K - $3.4K
|
12.6K
$366K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-110- 0.27% |
$2.8K - $3.25K
|
40.6K
$1.17M
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-80- 0.89% |
$2.04K - $2.36K
|
8.88K
$257K
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-59- 0.64% |
$1.5K - $1.74K
|
9.13K
$264K
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-54- 0.51% |
$1.37K - $1.59K
|
10.5K
$304K
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-40- 0.22% |
$1.02K - $1.18K
|
18.2K
$527K
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-31- 0.24% |
$789 - $915
|
13.2K
$381K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-24- 0.17% |
$611 - $709
|
13.7K
$398K
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-19- 0.9% |
$484 - $561
|
2.1K
$60.8K
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-9- 0.05% |
$229 - $266
|
19.9K
$575K
|