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 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-5.29K- 1.58% |
$136K - $151K
|
328K
$9.93M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.28K- 21.71% |
$136K - $151K
|
19.1K
$576K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.28K- 9.45% |
$136K - $150K
|
50.5K
$1.53M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-5.24K- 24.97% |
$135K - $149K
|
15.7K
$476K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-5.07K- 6.09% |
$131K - $144K
|
78K
$2.36M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4.9K- 15.86% |
$127K - $140K
|
26K
$786K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.85K- 5.26% |
$125K - $138K
|
87.4K
$2.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.7K- 2.67% |
$121K - $134K
|
172K
$5.19M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-4.69K- 5.33% |
$121K - $134K
|
83.4K
$2.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.15K- 6.57% |
$107K - $118K
|
59K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-4.07K- 32.62% |
$105K - $116K
|
8.4K
$254K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.03K- 7.55% |
$104K - $115K
|
49.4K
$1.49M
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-3.98K- 1.43% |
$103K - $113K
|
275K
$8.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-3.79K- 7.03% |
$97.9K - $108K
|
50.2K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-3.71K- 12.34% |
$95.8K - $106K
|
26.4K
$797K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.65K- 5.03% |
$94.2K - $104K
|
68.9K
$2.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-3.58K- 31.75% |
$92.5K - $102K
|
7.7K
$233K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.48K- 0.51% |
$89.9K - $99.3K
|
681K
$20.6M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.29K- 5.43% |
$84.9K - $93.8K
|
57.3K
$1.73M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-3.28K- 23.48% |
$84.7K - $93.5K
|
10.7K
$323K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-3.26K- 3.73% |
$84.2K - $93K
|
84.1K
$2.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-3.24K- 1.15% |
$83.7K - $92.5K
|
278K
$8.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-3.24K- 3.89% |
$83.5K - $92.3K
|
80K
$2.42M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-3.23K- 7.58% |
$83.3K - $92.1K
|
39.4K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.17K- 21.58% |
$81.9K - $90.5K
|
11.5K
$349K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-3.12K- 1.88% |
$80.4K - $88.9K
|
163K
$4.92M
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-2.99K- 3.32% |
$77K - $85.1K
|
86.8K
$2.62M
|
|
|
May 14, 2025
Q1 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-2.89K- 5.47% |
$74.6K - $82.4K
|
49.9K
$1.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.86K- 19.0% |
$73.8K - $81.6K
|
12.2K
$369K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.82K- 21.23% |
$72.9K - $80.5K
|
10.5K
$317K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-2.78K- 11.88% |
$71.7K - $79.2K
|
20.6K
$623K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-2.73K- 18.82% |
$70.4K - $77.7K
|
11.8K
$356K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-2.72K- 30.11% |
$70.3K - $77.6K
|
6.32K
$191K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.71K- 5.67% |
$69.8K - $77.2K
|
45K
$1.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-2.67K- 11.07% |
$68.9K - $76.1K
|
21.4K
$648K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.64K- 25.27% |
$68.1K - $75.2K
|
7.8K
$236K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2.47K- 2.05% |
$63.8K - $70.5K
|
118K
$3.57M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.4K- 23.86% |
$62K - $68.5K
|
7.67K
$232K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.37K- 76.67% |
$61.1K - $67.6K
|
721
$21.8K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.36K- 2.4% |
$60.9K - $67.3K
|
96.1K
$2.9M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-2.26K- 19.28% |
$58.4K - $64.5K
|
9.47K
$286K
|
|
|
May 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-2.23K- 2.07% |
$57.5K - $63.5K
|
106K
$3.19M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.22K- 5.96% |
$57.3K - $63.4K
|
35.1K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2.22K- 4.46% |
$57.2K - $63.2K
|
47.5K
$1.44M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.11K- 23.17% |
$54.4K - $60.1K
|
6.99K
$211K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-2.1K- 3.48% |
$54.1K - $59.8K
|
58.1K
$1.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-2.07K- 2.02% |
$53.4K - $59K
|
100K
$3.03M
|
|
|
May 06, 2025
Q1 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-2.06K- 1.54% |
$53.1K - $58.7K
|
132K
$3.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.03K- 64.12% |
$52.5K - $58K
|
1.14K
$34.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-2K- 6.01% |
$51.5K - $57K
|
31.2K
$943K
|