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 |
---|---|---|---|---|---|---|---|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-8.42K- 26.88% |
$208K - $229K
|
22.9K
$663K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.43K- 10.15% |
$183K - $202K
|
65.8K
$1.9M
|
|
Aug 07, 2024
Q2 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-7.14K- 2.32% |
$176K - $194K
|
300K
$8.69M
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-7.05K- 0.93% |
$174K - $192K
|
747K
$21.6M
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7.04K- 3.58% |
$174K - $191K
|
190K
$5.49M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.86K- 42.92% |
$169K - $186K
|
9.12K
$264K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.83K- 3.13% |
$168K - $186K
|
211K
$6.11M
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-6.8K- 58.49% |
$168K - $185K
|
4.82K
$140K
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-6.63K- 5.25% |
$163K - $180K
|
120K
$3.46M
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-6.59K- 13.66% |
$163K - $179K
|
41.6K
$1.21M
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-6.4K- 28.12% |
$158K - $174K
|
16.4K
$473K
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-5.99K- 2.81% |
$148K - $163K
|
207K
$5.99M
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.8K- 4.63% |
$143K - $158K
|
120K
$3.46M
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-5.58K- 6.97% |
$138K - $152K
|
74.5K
$2.16M
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.54K- 15.49% |
$137K - $151K
|
30.2K
$875K
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-5.49K- 9.32% |
$135K - $149K
|
53.4K
$1.55M
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-5.03K- 8.62% |
$124K - $137K
|
53.3K
$1.54M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.03K- 1.06% |
$124K - $137K
|
471K
$13.6M
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.91K- 0.57% |
$121K - $133K
|
862K
$24.9M
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-4.81K- 16.13% |
$119K - $131K
|
25K
$724K
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-4.64K- 6.76% |
$114K - $126K
|
64K
$1.85M
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4.6K- 12.22% |
$113K - $125K
|
33K
$955K
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4.16K- 19.7% |
$103K - $113K
|
17K
$491K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.08K- 2.44% |
$101K - $111K
|
163K
$4.72M
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.07K- 3.91% |
$100K - $111K
|
100K
$2.89M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.94K- 2.1% |
$97.1K - $107K
|
184K
$5.32M
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.76K- 10.8% |
$92.8K - $102K
|
31.1K
$899K
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-3.73K- 19.01% |
$92K - $101K
|
15.9K
$460K
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.6K- 19.68% |
$88.7K - $97.8K
|
14.7K
$425K
|
|
Jul 17, 2024
Q2 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-3.59K- 5.91% |
$88.6K - $97.7K
|
57.2K
$1.65M
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-3.58K- 18.1% |
$88.3K - $97.4K
|
16.2K
$469K
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-3.44K- 0.53% |
$84.8K - $93.5K
|
643K
$18.6M
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-3.29K- 4.62% |
$81.1K - $89.5K
|
68K
$1.97M
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.27K- 4.03% |
$80.6K - $88.9K
|
77.8K
$2.25M
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.04K- 5.99% |
$75.1K - $82.8K
|
47.7K
$1.38M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.01K- 3.55% |
$74.3K - $81.9K
|
81.7K
$2.36M
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.86KClosed |
$70.6K - $77.8K
|
0
$0
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-2.79K- 13.37% |
$68.8K - $75.9K
|
18.1K
$523K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.78K- 4.61% |
$68.5K - $75.5K
|
57.4K
$1.66M
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-2.74K- 4.67% |
$67.5K - $74.4K
|
55.8K
$1.62M
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.63K- 7.23% |
$64.9K - $71.6K
|
33.8K
$977K
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.58K- 4.38% |
$63.5K - $70K
|
56.2K
$1.63M
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2.54K- 8.91% |
$62.7K - $69.1K
|
26K
$751K
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-2.54K- 8.75% |
$62.6K - $69K
|
26.5K
$766K
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.53K- 1.11% |
$62.4K - $68.8K
|
226K
$6.54M
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.46K- 11.16% |
$60.7K - $66.9K
|
19.6K
$567K
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.38K- 20.97% |
$58.8K - $64.8K
|
8.98K
$260K
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.37K- 14.64% |
$58.3K - $64.3K
|
13.8K
$399K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.36K- 10.47% |
$58.2K - $64.2K
|
20.2K
$584K
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-2.31K- 2.28% |
$56.9K - $62.7K
|
98.8K
$2.86M
|