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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.29K- 2.23% |
$56.5K - $62.3K
|
101K
$2.91M
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-2.28K- 0.65% |
$56.3K - $62K
|
346K
$10M
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.2K- 12.06% |
$54.2K - $59.8K
|
16K
$464K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.05K- 7.02% |
$50.6K - $55.8K
|
27.2K
$787K
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.04K- 3.24% |
$50.3K - $55.5K
|
61K
$1.76M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.02K- 7.68% |
$49.9K - $55K
|
24.3K
$704K
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-2K- 3.63% |
$49.4K - $54.4K
|
53.2K
$1.54M
|
|
Jul 22, 2024
Q2 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.99K- 3.87% |
$49.1K - $54.1K
|
49.4K
$1.43M
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.95K- 43.2% |
$48.1K - $53.1K
|
2.57K
$74.2K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.94K- 6.71% |
$47.8K - $52.7K
|
27K
$780K
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.9K- 5.05% |
$46.9K - $51.8K
|
35.8K
$1.04M
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-1.88K- 7.88% |
$46.4K - $51.2K
|
22K
$637K
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.84K- 4.69% |
$45.4K - $50.1K
|
37.4K
$1.08M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.81K- 6.43% |
$44.6K - $49.2K
|
26.3K
$762K
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.73K- 1.82% |
$42.6K - $47K
|
93.2K
$2.7M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.69K- 1.88% |
$41.8K - $46K
|
88.6K
$2.56M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.68K- 1.58% |
$41.5K - $45.8K
|
105K
$3.03M
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.64K- 12.46% |
$40.5K - $44.6K
|
11.5K
$334K
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.58K- 2.21% |
$39K - $43K
|
70K
$2.03M
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1.52K- 98.01% |
$37.6K - $41.4K
|
31
$897
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-1.51K- 0.72% |
$37.2K - $41K
|
206K
$5.98M
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.5K- 1.48% |
$37.1K - $40.9K
|
100K
$2.9M
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.48K- 27.97% |
$36.5K - $40.2K
|
3.81K
$110K
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.39K- 8.98% |
$34.2K - $37.7K
|
14.1K
$407K
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.39K- 14.78% |
$34.2K - $37.7K
|
7.99K
$231K
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.38K- 9.31% |
$34K - $37.5K
|
13.4K
$388K
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.32K- 5.13% |
$32.6K - $35.9K
|
24.4K
$706K
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-1.18K- 5.16% |
$29.1K - $32.1K
|
21.7K
$627K
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.18K- 97.84% |
$29.1K - $32.1K
|
26
$752
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-1.13K- 1.69% |
$27.9K - $30.7K
|
65.9K
$1.91M
|
|
Aug 14, 2024
Q2 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-1.12K- 1.83% |
$27.7K - $30.5K
|
60.2K
$1.74M
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.11K- 9.53% |
$27.3K - $30.1K
|
10.5K
$304K
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.08K- 5.05% |
$26.6K - $29.3K
|
20.3K
$587K
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.06K- 7.73% |
$26.2K - $28.9K
|
12.7K
$367K
|
|
Aug 14, 2024
Q2 2024
|
Jentner Corp
|
SELL
|
- |
-1.05K- 4.16% |
$25.9K - $28.5K
|
24.1K
$698K
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.03K- 4.12% |
$25.5K - $28.1K
|
24K
$696K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1K- 11.6% |
$24.7K - $27.2K
|
7.62K
$220K
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-963- 1.86% |
$23.8K - $26.2K
|
50.9K
$1.47M
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-906- 2.97% |
$22.4K - $24.6K
|
29.6K
$855K
|
|
Aug 06, 2024
Q2 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-904- 0.26% |
$22.3K - $24.6K
|
348K
$10.1M
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-869- 2.67% |
$21.4K - $23.6K
|
31.6K
$915K
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-817- 1.74% |
$20.2K - $22.2K
|
46.2K
$1.34M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-798- 3.08% |
$19.7K - $21.7K
|
25.1K
$727K
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-742- 4.01% |
$18.3K - $20.2K
|
17.8K
$514K
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-740- 6.41% |
$18.3K - $20.1K
|
10.8K
$313K
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-719- 56.17% |
$17.7K - $19.6K
|
561
$16.2K
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-695- 4.47% |
$17.1K - $18.9K
|
14.9K
$430K
|
|
Jul 25, 2024
Q2 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-695- 7.55% |
$17.1K - $18.9K
|
8.52K
$246K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-694- 55.48% |
$17.1K - $18.9K
|
557
$16.1K
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-693- 60.42% |
$17.1K - $18.8K
|
454
$13.1K
|