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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.83K- 1.82% |
$46.4K - $53.9K
|
98.5K
$2.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.8K- 2.19% |
$45.9K - $53.2K
|
80.6K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-1.78K- 5.59% |
$45.3K - $52.6K
|
30.1K
$830K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.78K- 2.54% |
$45.3K - $52.6K
|
68.3K
$1.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-1.76K- 1.66% |
$44.7K - $51.9K
|
104K
$2.87M
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-1.68K- 4.07% |
$42.8K - $49.7K
|
39.7K
$1.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.68K- 2.55% |
$42.6K - $49.5K
|
64.1K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
SELL
|
- |
-1.64K- 6.81% |
$41.8K - $48.5K
|
22.5K
$621K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.5K- 0.68% |
$38.3K - $44.4K
|
220K
$6.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 9.07% |
$38.1K - $44.2K
|
15K
$414K
|
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-1.48K- 0.15% |
$37.7K - $43.7K
|
981K
$27.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.46K- 2.29% |
$37.3K - $43.2K
|
62.5K
$1.72M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-1.43K- 6.49% |
$36.3K - $42.1K
|
20.6K
$568K
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-1.38K- 0.92% |
$35.1K - $40.8K
|
149K
$4.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.37K- 5.72% |
$34.9K - $40.5K
|
22.6K
$624K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.37K- 4.45% |
$34.7K - $40.3K
|
29.3K
$808K
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-1.36K- 3.27% |
$34.7K - $40.2K
|
40.3K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.36K- 1.35% |
$34.5K - $40.1K
|
99.2K
$2.74M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.35K- 9.74% |
$34.3K - $39.7K
|
12.5K
$344K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.32K- 3.2% |
$33.7K - $39.1K
|
40K
$1.1M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.31K- 27.2% |
$33.4K - $38.7K
|
3.51K
$96.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.17K- 4.45% |
$29.8K - $34.6K
|
25.2K
$694K
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.17K- 0.45% |
$29.7K - $34.5K
|
259K
$7.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.12K- 5.84% |
$28.5K - $33K
|
18K
$498K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-1.12K- 2.17% |
$28.4K - $33K
|
50.3K
$1.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-1.08K- 6.94% |
$27.6K - $32K
|
14.5K
$401K
|
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-1.07K- 4.06% |
$27.2K - $31.5K
|
25.2K
$696K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.06K- 6.6% |
$26.9K - $31.2K
|
15K
$413K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1K- 0.79% |
$25.5K - $29.5K
|
126K
$3.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-957- 1.16% |
$24.4K - $28.3K
|
81.5K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-885- 99.89% |
$22.5K - $26.1K
|
1
$27.6
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-878- 0.76% |
$22.3K - $25.9K
|
114K
$3.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-838- 0.9% |
$21.3K - $24.7K
|
92.3K
$2.55M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-773- 4.2% |
$19.7K - $22.8K
|
17.7K
$487K
|
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
SELL
|
- |
-752- 4.75% |
$19.1K - $22.2K
|
15.1K
$416K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-750- 4.07% |
$19.1K - $22.1K
|
17.7K
$488K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-746- 2.14% |
$19K - $22K
|
34.1K
$942K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-744- 1.99% |
$18.9K - $22K
|
36.7K
$1.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-740- 4.92% |
$18.8K - $21.9K
|
14.3K
$395K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-733- 2.09% |
$18.7K - $21.6K
|
34.4K
$949K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-719- 2.37% |
$18.3K - $21.2K
|
29.6K
$817K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-708- 2.89% |
$18K - $20.9K
|
23.8K
$657K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-703- 8.58% |
$17.9K - $20.8K
|
7.49K
$207K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-702- 1.01% |
$17.9K - $20.7K
|
68.9K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-685- 5.92% |
$17.4K - $20.2K
|
10.9K
$300K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-682- 7.73% |
$17.4K - $20.1K
|
8.15K
$225K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-680- 5.07% |
$17.3K - $20.1K
|
12.7K
$351K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-669- 4.77% |
$17K - $19.8K
|
13.3K
$368K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-668- 3.29% |
$17K - $19.7K
|
19.6K
$541K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-603- 42.98% |
$15.3K - $17.8K
|
800
$22.1K
|