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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-137- 0.38% |
$3.49K - $4.05K
|
35.7K
$989K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-136- 0.55% |
$3.46K - $4.02K
|
24.6K
$682K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-130- 1.0% |
$3.31K - $3.84K
|
12.9K
$357K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-123- 1.15% |
$3.13K - $3.63K
|
10.5K
$292K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-122- 0.61% |
$3.1K - $3.6K
|
19.8K
$549K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-122- 1.94% |
$3.1K - $3.6K
|
6.17K
$171K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-117- 0.95% |
$2.98K - $3.46K
|
12.2K
$337K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-115- 0.9% |
$2.93K - $3.4K
|
12.6K
$351K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-112- 0.52% |
$2.85K - $3.31K
|
21.6K
$599K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-110- 0.27% |
$2.8K - $3.25K
|
40.6K
$1.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-108- 0.63% |
$2.75K - $3.19K
|
17K
$472K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-95- 0.29% |
$2.42K - $2.81K
|
32.7K
$907K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-92- 0.61% |
$2.34K - $2.72K
|
15K
$417K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-85- 1.02% |
$2.16K - $2.51K
|
8.24K
$229K
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-81- 0.2% |
$2.06K - $2.39K
|
39.7K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-80- 0.75% |
$2.04K - $2.36K
|
10.7K
$296K
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-80- 0.89% |
$2.04K - $2.36K
|
8.88K
$246K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-78- 1.71% |
$1.99K - $2.3K
|
4.48K
$124K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-76- 3.0% |
$1.93K - $2.24K
|
2.46K
$68.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-71- 13.73% |
$1.81K - $2.1K
|
446
$12.4K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-70- 17.81% |
$1.78K - $2.07K
|
323
$8.96K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-62- 0.79% |
$1.58K - $1.83K
|
7.81K
$217K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-61- 0.58% |
$1.55K - $1.8K
|
10.4K
$290K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-59- 0.64% |
$1.5K - $1.74K
|
9.13K
$253K
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-58- 0.11% |
$1.48K - $1.71K
|
54K
$1.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-57- 0.4% |
$1.45K - $1.68K
|
14.1K
$391K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-54- 0.51% |
$1.37K - $1.59K
|
10.5K
$291K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-42- 37.84% |
$1.07K - $1.24K
|
69
$1.91K
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-40- 0.22% |
$1.02K - $1.18K
|
18.2K
$505K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-32- 0.19% |
$814 - $945
|
16.9K
$469K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-31- 0.24% |
$789 - $915
|
12.7K
$351K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-31- 0.24% |
$789 - $915
|
13.2K
$365K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-26- 0.28% |
$662 - $768
|
9.21K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-25- 0.03% |
$636 - $738
|
95.9K
$2.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-24- 0.17% |
$611 - $709
|
13.7K
$381K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-22- 0.02% |
$560 - $650
|
106K
$2.94M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-19- 0.9% |
$484 - $561
|
2.1K
$58.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-14- 0.26% |
$356 - $413
|
5.42K
$150K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-13- 34.21% |
$331 - $384
|
25
$693
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-12- 0.11% |
$305 - $354
|
11.4K
$316K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-10- 2.87% |
$255 - $295
|
339
$9.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-9- 0.05% |
$229 - $266
|
19.9K
$551K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-8- 0.02% |
$204 - $236
|
41.6K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-7- 0.01% |
$178 - $207
|
47.8K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1- -0.0% |
$25.5 - $29.5
|
105K
$2.9M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-454K- 49.71% |
$11.2M - $12.4M
|
459K
$12.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-83.6K- 47.96% |
$2.06M - $2.27M
|
90.7K
$2.51M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-67.8K- 15.36% |
$1.67M - $1.84M
|
373K
$10.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-33.2K- 4.28% |
$818K - $902K
|
742K
$20.6M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-32.2K- 47.64% |
$795K - $876K
|
35.4K
$982K
|
|