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 |
---|---|---|---|---|---|---|---|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-259- 1.13% |
$6.9K - $7.83K
|
22.7K
$633K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-252- 2.47% |
$6.71K - $7.62K
|
9.97K
$278K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-251- 27.92% |
$6.68K - $7.59K
|
648
$18.1K
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-250- 2.21% |
$6.66K - $7.56K
|
11K
$308K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-244- 0.47% |
$6.5K - $7.38K
|
51.3K
$1.43M
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-240- 0.18% |
$6.39K - $7.26K
|
132K
$3.69M
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-238- 0.8% |
$6.34K - $7.19K
|
29.6K
$825K
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-237- 0.58% |
$6.31K - $7.16K
|
40.5K
$1.13M
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-236- 0.66% |
$6.28K - $7.13K
|
35.4K
$989K
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-219- 1.15% |
$5.83K - $6.62K
|
18.8K
$525K
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-214- 1.66% |
$5.7K - $6.47K
|
12.7K
$354K
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-214- 2.51% |
$5.7K - $6.47K
|
8.3K
$232K
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-211- 0.39% |
$5.62K - $6.38K
|
53.3K
$1.49M
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-211- 0.36% |
$5.62K - $6.38K
|
58.8K
$1.64M
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-200- 25.25% |
$5.33K - $6.05K
|
592
$16.5K
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-179- 5.95% |
$4.77K - $5.41K
|
2.83K
$78.9K
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-165- 0.18% |
$4.39K - $4.99K
|
89.8K
$2.51M
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-164- 0.62% |
$4.37K - $4.96K
|
26.3K
$732K
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-163- 5.36% |
$4.34K - $4.93K
|
2.88K
$80.2K
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-149- 0.79% |
$3.97K - $4.5K
|
18.7K
$521K
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-149- 0.32% |
$3.97K - $4.5K
|
46K
$1.28M
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-144- 31.1% |
$3.83K - $4.35K
|
319
$8.9K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-140- 9.25% |
$3.73K - $4.23K
|
1.37K
$38.3K
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-130- 0.39% |
$3.46K - $3.93K
|
32.8K
$915K
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-128- 0.32% |
$3.41K - $3.87K
|
39.5K
$1.1M
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-123- 0.6% |
$3.28K - $3.72K
|
20.3K
$567K
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-123- 0.13% |
$3.28K - $3.72K
|
95.8K
$2.67M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-112- 74.67% |
$2.98K - $3.39K
|
38
$1.06K
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-109- 0.86% |
$2.9K - $3.3K
|
12.6K
$352K
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-109- 0.64% |
$2.9K - $3.3K
|
16.8K
$469K
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-108- 0.43% |
$2.88K - $3.26K
|
24.9K
$695K
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-100- 3.33% |
$2.66K - $3.02K
|
2.91K
$81K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-98- 0.93% |
$2.61K - $2.96K
|
10.4K
$291K
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-80- 43.72% |
$2.13K - $2.42K
|
103
$2.87K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-71Closed |
$1.89K - $2.15K
|
0
$0
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-69- 0.52% |
$1.84K - $2.09K
|
13.3K
$370K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-67- 0.17% |
$1.78K - $2.03K
|
38.9K
$1.09M
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-65- 0.04% |
$1.73K - $1.96K
|
174K
$4.86M
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-50- 0.63% |
$1.33K - $1.51K
|
7.92K
$221K
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-50- 0.63% |
$1.33K - $1.51K
|
7.83K
$219K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-49- 0.59% |
$1.3K - $1.48K
|
8.19K
$229K
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-46- 0.19% |
$1.22K - $1.39K
|
24.6K
$685K
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-45- 1.02% |
$1.2K - $1.36K
|
4.35K
$121K
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-41- 0.28% |
$1.09K - $1.24K
|
14.5K
$404K
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-39- 0.03% |
$1.04K - $1.18K
|
116K
$3.24M
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-37- 9.87% |
$985 - $1.12K
|
338
$9.43K
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-35- 0.24% |
$932 - $1.06K
|
14.3K
$398K
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-31- 0.06% |
$826 - $937
|
50.3K
$1.4M
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-29- 0.75% |
$772 - $877
|
3.82K
$107K
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-25- 0.18% |
$666 - $756
|
14K
$390K
|