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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.38K- 2.14% |
$63.3K - $71.9K
|
109K
$3.03M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-2.36K- 0.98% |
$62.8K - $71.3K
|
238K
$6.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.3K- 3.58% |
$61.3K - $69.6K
|
62K
$1.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-2.28K- 3.41% |
$60.7K - $68.9K
|
64.6K
$1.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.24K- 47.37% |
$59.7K - $67.8K
|
2.49K
$69.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-2.21K- 0.96% |
$58.7K - $66.7K
|
228K
$6.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-2.14K- 1.82% |
$56.9K - $64.6K
|
115K
$3.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-2.07K- 19.33% |
$55.2K - $62.7K
|
8.65K
$241K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.06K- 8.79% |
$54.9K - $62.4K
|
21.4K
$597K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-2.02K- 5.96% |
$53.7K - $61K
|
31.9K
$889K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2K- 9.25% |
$53.2K - $60.3K
|
19.6K
$547K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.95K- 9.76% |
$52K - $59K
|
18K
$503K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.92K- 7.05% |
$51.2K - $58.1K
|
25.4K
$707K
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-1.87K- 0.57% |
$49.9K - $56.6K
|
326K
$9.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.85K- 2.35% |
$49.2K - $55.9K
|
77K
$2.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.8K- 9.8% |
$48K - $54.5K
|
16.6K
$463K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.79K- 18.82% |
$47.6K - $54K
|
7.7K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-1.77K- 1.7% |
$47.2K - $53.6K
|
102K
$2.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.77K- 0.55% |
$47.1K - $53.4K
|
322K
$8.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.77K- 3.55% |
$47K - $53.4K
|
47.9K
$1.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.72K- 0.93% |
$45.8K - $51.9K
|
184K
$5.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.68K- 2.08% |
$44.7K - $50.7K
|
79.1K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.6K- 1.98% |
$42.6K - $48.3K
|
79K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-1.58K- 15.61% |
$42.2K - $47.9K
|
8.57K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.55K- 2.91% |
$41.1K - $46.7K
|
51.5K
$1.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.52K- 5.91% |
$40.3K - $45.8K
|
24.1K
$673K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.51K- 7.73% |
$40.1K - $45.6K
|
18K
$502K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.5K- 1.63% |
$40K - $45.4K
|
90.8K
$2.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-1.49K- 9.05% |
$39.7K - $45.1K
|
15K
$419K
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-1.46K- 0.69% |
$38.7K - $44K
|
208K
$5.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
SELL
|
- |
-1.44K- 6.4% |
$38.3K - $43.5K
|
21.1K
$587K
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-1.41K- 4.56% |
$37.4K - $42.5K
|
29.4K
$821K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.37K- 11.07% |
$36.5K - $41.4K
|
11K
$307K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.36K- 1.83% |
$36.1K - $41K
|
72.6K
$2.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.33K- 1.35% |
$35.5K - $40.3K
|
97.8K
$2.73M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.32K- 29.93% |
$35.2K - $39.9K
|
3.09K
$86.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-1.31K- 0.64% |
$34.9K - $39.6K
|
203K
$5.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-1.27K- 99.53% |
$33.8K - $38.4K
|
6
$167
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.26K- 1.25% |
$33.4K - $37.9K
|
99.1K
$2.76M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.21K- 0.75% |
$32.2K - $36.5K
|
159K
$4.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-1.2K- 1.1% |
$32K - $36.3K
|
108K
$3.01M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.16K- 8.93% |
$31K - $35.2K
|
11.9K
$331K
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-1.15K- 9.68% |
$30.5K - $34.6K
|
10.7K
$298K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.08K- 2.46% |
$28.6K - $32.5K
|
42.6K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.06K- 5.6% |
$28.3K - $32.2K
|
17.9K
$500K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.05K- 5.25% |
$28.1K - $31.9K
|
19K
$531K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.05K- 0.48% |
$27.8K - $31.6K
|
219K
$6.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 6.45% |
$27.3K - $31K
|
14.9K
$415K
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-995- 1.48% |
$26.5K - $30.1K
|
66.4K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
SELL
|
- |
-946- 3.15% |
$25.2K - $28.6K
|
29.1K
$813K
|