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 |
---|---|---|---|---|---|---|---|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-22K- 49.69% |
$568K - $628K
|
22.3K
$673K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-20.3K- 50.0% |
$523K - $578K
|
20.3K
$613K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-20.2K- 8.89% |
$522K - $577K
|
207K
$6.27M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.7K- 3.83% |
$509K - $562K
|
495K
$15M
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-18.3K- 8.83% |
$471K - $521K
|
189K
$5.7M
|
|
May 07, 2025
Q1 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-18K- 10.77% |
$464K - $513K
|
149K
$4.5M
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-17.1K- 20.93% |
$442K - $488K
|
64.6K
$1.95M
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-16.9K- 95.64% |
$436K - $482K
|
771
$23.3K
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-16.5K- 59.22% |
$426K - $471K
|
11.4K
$344K
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-16.5K- 5.26% |
$425K - $469K
|
296K
$8.95M
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-14.7K- 16.47% |
$381K - $420K
|
74.8K
$2.26M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-14.6K- 97.56% |
$376K - $415K
|
364
$11K
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-14.4K- 24.52% |
$372K - $411K
|
44.4K
$1.34M
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-13.5K- 62.1% |
$348K - $385K
|
8.24K
$249K
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-12.4K- 19.08% |
$320K - $354K
|
52.6K
$1.59M
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-12.1K- 95.03% |
$312K - $345K
|
632
$19.1K
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-11.7K- 28.77% |
$301K - $332K
|
28.9K
$872K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.9K- 6.05% |
$281K - $310K
|
169K
$5.11M
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-10.7K- 53.94% |
$276K - $306K
|
9.15K
$276K
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-10.7K- 34.63% |
$275K - $304K
|
20.1K
$609K
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-10.4K- 11.35% |
$269K - $297K
|
81.3K
$2.46M
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-9.87K- 5.15% |
$255K - $281K
|
182K
$5.5M
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-9.54K- 23.43% |
$246K - $272K
|
31.2K
$942K
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-9.31K- 20.9% |
$240K - $265K
|
35.2K
$1.07M
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-9.09K- 11.47% |
$235K - $259K
|
70.2K
$2.12M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-9.02K- 5.45% |
$233K - $257K
|
157K
$4.74M
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-8.97K- 14.52% |
$231K - $256K
|
52.8K
$1.6M
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-8.89K- 8.32% |
$229K - $253K
|
98K
$2.96M
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-8.53K- 2.56% |
$220K - $243K
|
324K
$9.8M
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-8.3K- 30.46% |
$214K - $237K
|
19K
$573K
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-8.1K- 11.98% |
$209K - $231K
|
59.5K
$1.8M
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-7.93K- 30.55% |
$205K - $226K
|
18K
$545K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.79K- 13.37% |
$201K - $222K
|
50.5K
$1.53M
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-7.69K- 7.08% |
$198K - $219K
|
101K
$3.05M
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-7.48K- 37.19% |
$193K - $213K
|
12.6K
$382K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.34K- 28.03% |
$190K - $209K
|
18.9K
$570K
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-7.1K- 16.63% |
$183K - $203K
|
35.6K
$1.08M
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-6.99K- 6.87% |
$180K - $199K
|
94.8K
$2.87M
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-6.99K- 1.4% |
$180K - $199K
|
490K
$14.8M
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-6.86K- 29.74% |
$177K - $196K
|
16.2K
$490K
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.71K- 2.08% |
$173K - $191K
|
315K
$9.53M
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.5K- 23.45% |
$168K - $185K
|
21.2K
$641K
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-6.46K- 1.86% |
$167K - $184K
|
341K
$10.3M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-6.37K- 8.83% |
$164K - $182K
|
65.8K
$1.99M
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5.93K- 13.77% |
$153K - $169K
|
37.1K
$1.12M
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-5.85K- 4.68% |
$151K - $167K
|
119K
$3.6M
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.62K- 31.35% |
$145K - $160K
|
12.3K
$372K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.48K- 18.92% |
$142K - $156K
|
23.5K
$710K
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-5.43K- 1.69% |
$140K - $155K
|
316K
$9.55M
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-5.39K- 4.64% |
$139K - $154K
|
111K
$3.35M
|