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 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14.4K- 62.55% |
$355K - $391K
|
8.61K
$239K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-12.4K- 11.03% |
$306K - $337K
|
100K
$2.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-12K- 99.99% |
$296K - $326K
|
1
$27.7
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.86K- 42.92% |
$169K - $186K
|
9.12K
$253K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.83K- 3.13% |
$168K - $186K
|
211K
$5.85M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-6.63K- 5.25% |
$163K - $180K
|
120K
$3.32M
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-3.73K- 19.01% |
$92K - $101K
|
15.9K
$441K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-3.29K- 4.62% |
$81.1K - $89.5K
|
68K
$1.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.86KClosed |
$70.6K - $77.8K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.58K- 4.38% |
$63.5K - $70K
|
56.2K
$1.56M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.46K- 11.16% |
$60.7K - $66.9K
|
19.6K
$543K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.37K- 14.64% |
$58.3K - $64.3K
|
13.8K
$382K
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-2K- 3.63% |
$49.4K - $54.4K
|
53.2K
$1.47M
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.9K- 5.05% |
$46.9K - $51.8K
|
35.8K
$992K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1.52K- 98.01% |
$37.6K - $41.4K
|
31
$860
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.48K- 27.97% |
$36.5K - $40.2K
|
3.81K
$106K
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.39K- 14.78% |
$34.2K - $37.7K
|
7.99K
$221K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.18K- 97.84% |
$29.1K - $32.1K
|
26
$721
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-1.13K- 1.69% |
$27.9K - $30.7K
|
65.9K
$1.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1K- 11.6% |
$24.7K - $27.2K
|
7.62K
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-906- 2.97% |
$22.4K - $24.6K
|
29.6K
$819K
|
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-817- 1.74% |
$20.2K - $22.2K
|
46.2K
$1.28M
|
|
|
Jul 25, 2024
Q2 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-695- 7.55% |
$17.1K - $18.9K
|
8.52K
$236K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-693- 60.42% |
$17.1K - $18.8K
|
454
$12.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-540- 94.57% |
$13.3K - $14.7K
|
31
$860
|
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-515- 1.61% |
$12.7K - $14K
|
31.5K
$874K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-376- 48.39% |
$9.28K - $10.2K
|
401
$11.1K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-294- 77.57% |
$7.25K - $8K
|
85
$2.36K
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-256- 3.0% |
$6.32K - $6.96K
|
8.27K
$229K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-250- 23.81% |
$6.17K - $6.8K
|
800
$22.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-232- 18.33% |
$5.72K - $6.31K
|
1.03K
$28.7K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-200- 1.51% |
$4.93K - $5.44K
|
13K
$362K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-181- 24.56% |
$4.47K - $4.92K
|
556
$15.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-172- 1.1% |
$4.24K - $4.68K
|
15.5K
$430K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-157- 83.96% |
$3.87K - $4.27K
|
30
$832
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-125- 3.99% |
$3.08K - $3.4K
|
3.01K
$83.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-108- 1.15% |
$2.66K - $2.94K
|
9.24K
$256K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-34- 33.66% |
$839 - $925
|
67
$1.86K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-11- 8.94% |
$271 - $299
|
112
$3.11K
|
|
|
Aug 09, 2024
Q2 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-6- 0.03% |
$148 - $163
|
17.3K
$479K
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-2- 0.01% |
$49.3 - $54.4
|
18K
$499K
|
|
| Q1 2024 | |||||||
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-85.3K- 40.32% |
$2M - $2.17M
|
126K
$3.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-41.8K- 76.69% |
$980K - $1.06M
|
12.7K
$352K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-39.1K- 98.12% |
$918K - $995K
|
750
$20.8K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-36.6K- 46.69% |
$859K - $931K
|
41.8K
$1.16M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-20.9K- 26.52% |
$490K - $531K
|
57.8K
$1.6M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-20.1K- 21.47% |
$473K - $512K
|
73.6K
$2.04M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-18K- 17.14% |
$424K - $459K
|
87.3K
$2.42M
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-13.9K- 54.26% |
$326K - $353K
|
11.7K
$324K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.4K- 11.16% |
$268K - $290K
|
90.8K
$2.52M
|
|