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 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.92K- 11.56% |
$49.7K - $54.9K
|
14.7K
$445K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.9K- 0.56% |
$49.1K - $54.3K
|
339K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.85K- 37.09% |
$47.9K - $52.9K
|
3.14K
$95K
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-1.85K- 5.98% |
$47.8K - $52.8K
|
29.1K
$881K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.82K- 20.19% |
$46.9K - $51.9K
|
7.19K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-1.8K- 10.06% |
$46.5K - $51.3K
|
16.1K
$487K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.8K- 2.27% |
$46.4K - $51.3K
|
77.3K
$2.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.74K- 13.91% |
$44.8K - $49.5K
|
10.7K
$325K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.73K- 0.69% |
$44.7K - $49.4K
|
248K
$7.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.71K- 0.67% |
$44.1K - $48.7K
|
255K
$7.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-1.69K- 3.31% |
$43.5K - $48.1K
|
49.2K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.66K- 12.57% |
$42.8K - $47.3K
|
11.5K
$348K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.64K- 11.64% |
$42.2K - $46.7K
|
12.4K
$376K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.57K- 15.77% |
$40.6K - $44.8K
|
8.4K
$254K
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-1.57K- 3.96% |
$40.4K - $44.7K
|
38K
$1.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.53K- 12.11% |
$39.4K - $43.6K
|
11.1K
$335K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.47K- 1.5% |
$38K - $42K
|
96.4K
$2.91M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.42K- 5.2% |
$36.6K - $40.4K
|
25.8K
$781K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-1.42K- 7.11% |
$36.6K - $40.4K
|
18.5K
$560K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.39K- 13.12% |
$36K - $39.7K
|
9.22K
$279K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.34K- 7.02% |
$34.5K - $38.1K
|
17.7K
$535K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.3K- 6.96% |
$33.6K - $37.1K
|
17.4K
$526K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.25K- 8.97% |
$32.3K - $35.7K
|
12.7K
$383K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-1.2K- 6.15% |
$31K - $34.2K
|
18.3K
$553K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.2K- 2.77% |
$30.9K - $34.1K
|
42K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-1.18K- 12.56% |
$30.5K - $33.7K
|
8.23K
$249K
|
|
|
Apr 24, 2025
Q1 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-1.17K- 1.03% |
$30.2K - $33.3K
|
113K
$3.41M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.16K- 11.19% |
$29.9K - $33.1K
|
9.21K
$278K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.14K- 5.23% |
$29.4K - $32.5K
|
20.6K
$623K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.11K- 7.47% |
$28.6K - $31.7K
|
13.8K
$416K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.08K- 0.78% |
$28K - $30.9K
|
137K
$4.14M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.08K- 30.68% |
$27.9K - $30.9K
|
2.45K
$73.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.07K- 7.21% |
$27.6K - $30.5K
|
13.8K
$417K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.07K- 1.12% |
$27.6K - $30.5K
|
93.9K
$2.84M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.06K- 3.18% |
$27.2K - $30.1K
|
32.1K
$972K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.03K- 7.03% |
$26.6K - $29.4K
|
13.6K
$412K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.03K- 6.3% |
$26.5K - $29.2K
|
15.2K
$461K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-995- 2.84% |
$25.7K - $28.4K
|
34K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-992- 4.57% |
$25.6K - $28.3K
|
20.7K
$626K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-985- 5.97% |
$25.4K - $28.1K
|
15.5K
$469K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-958- 8.15% |
$24.7K - $27.3K
|
10.8K
$326K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-945- 54.88% |
$24.4K - $27K
|
777
$23.5K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-900- 17.31% |
$23.2K - $25.7K
|
4.3K
$130K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-899- 5.84% |
$23.2K - $25.6K
|
14.5K
$438K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-886- 2.5% |
$22.9K - $25.3K
|
34.6K
$1.05M
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-879- 0.82% |
$22.7K - $25.1K
|
106K
$3.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-865- 93.31% |
$22.3K - $24.7K
|
62
$1.87K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-792- 1.37% |
$20.4K - $22.6K
|
57K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-787- 2.22% |
$20.3K - $22.4K
|
34.7K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-750- 2.35% |
$19.4K - $21.4K
|
31.1K
$941K
|