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 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-748- 6.78% |
$19.3K - $21.3K
|
10.3K
$311K
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-737- 4.06% |
$19K - $21K
|
17.4K
$527K
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-647- 3.51% |
$16.7K - $18.5K
|
17.8K
$537K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-641- 0.59% |
$16.5K - $18.3K
|
108K
$3.28M
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-596- 5.64% |
$15.4K - $17K
|
9.97K
$301K
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-589- 0.36% |
$15.2K - $16.8K
|
162K
$4.89M
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-576- 3.56% |
$14.9K - $16.4K
|
15.6K
$471K
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-575- 1.97% |
$14.8K - $16.4K
|
28.6K
$863K
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-567- 0.25% |
$14.6K - $16.2K
|
227K
$6.87M
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-524- 1.6% |
$13.5K - $14.9K
|
32.3K
$976K
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-500- 3.28% |
$12.9K - $14.3K
|
14.7K
$445K
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-466- 2.31% |
$12K - $13.3K
|
19.7K
$596K
|
|
May 08, 2025
Q1 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-458- 0.96% |
$11.8K - $13.1K
|
47.4K
$1.43M
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-454- 25.06% |
$11.7K - $12.9K
|
1.36K
$41.1K
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-452- 0.68% |
$11.7K - $12.9K
|
66K
$1.99M
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-449- 35.89% |
$11.6K - $12.8K
|
802
$24.2K
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-446- 0.93% |
$11.5K - $12.7K
|
47.3K
$1.43M
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-445- 1.14% |
$11.5K - $12.7K
|
38.6K
$1.17M
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-415- 1.0% |
$10.7K - $11.8K
|
41K
$1.24M
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-389- 3.66% |
$10K - $11.1K
|
10.2K
$310K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-372- 14.93% |
$9.6K - $10.6K
|
2.12K
$64.1K
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-360- 3.91% |
$9.29K - $10.3K
|
8.85K
$267K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-355- 38.05% |
$9.16K - $10.1K
|
578
$17.5K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-342- 2.81% |
$8.83K - $9.75K
|
11.8K
$358K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-325- 0.84% |
$8.39K - $9.27K
|
38.6K
$1.17M
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-324- 0.61% |
$8.36K - $9.24K
|
53K
$1.6M
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-320- 0.4% |
$8.26K - $9.13K
|
78.7K
$2.38M
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-320- 45.39% |
$8.26K - $9.13K
|
385
$11.6K
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-293- 0.79% |
$7.56K - $8.36K
|
36.9K
$1.12M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-273- 85.05% |
$7.05K - $7.79K
|
48
$1.45K
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-269- 0.78% |
$6.94K - $7.67K
|
34.4K
$1.04M
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-254- 48.85% |
$6.56K - $7.24K
|
266
$8.04K
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-250- 1.1% |
$6.45K - $7.13K
|
22.5K
$679K
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-246- 0.34% |
$6.35K - $7.02K
|
73.1K
$2.21M
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-240- 2.8% |
$6.19K - $6.84K
|
8.33K
$252K
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-234- 1.52% |
$6.04K - $6.67K
|
15.1K
$458K
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-228- 0.87% |
$5.88K - $6.5K
|
26K
$786K
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-201- 0.82% |
$5.19K - $5.73K
|
24.4K
$736K
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-200- 1.56% |
$5.16K - $5.7K
|
12.6K
$382K
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-195- 0.28% |
$5.03K - $5.56K
|
68.3K
$2.07M
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-191- 0.58% |
$4.93K - $5.45K
|
33K
$997K
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-176- 0.25% |
$4.54K - $5.02K
|
71.1K
$2.15M
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-160- 1.27% |
$4.13K - $4.56K
|
12.5K
$377K
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-158- 0.81% |
$4.08K - $4.51K
|
19.4K
$588K
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-150- 0.63% |
$3.87K - $4.28K
|
23.8K
$719K
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-148- 0.46% |
$3.82K - $4.22K
|
31.7K
$959K
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
SELL
|
- |
-145- 0.07% |
$3.74K - $4.14K
|
205K
$6.19M
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-134- 0.71% |
$3.46K - $3.82K
|
18.8K
$568K
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-132- 0.5% |
$3.41K - $3.76K
|
26.5K
$801K
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-130- 1.02% |
$3.36K - $3.71K
|
12.6K
$381K
|