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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-112- 74.67% |
$2.98K - $3.39K
|
38
$1.15K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-100- 3.33% |
$2.66K - $3.02K
|
2.91K
$87.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-80- 43.72% |
$2.13K - $2.42K
|
103
$3.11K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-65- 0.04% |
$1.73K - $1.96K
|
174K
$5.26M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-57- 0.19% |
$1.52K - $1.72K
|
29.5K
$892K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-50- 0.63% |
$1.33K - $1.51K
|
7.92K
$239K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-50- 0.63% |
$1.33K - $1.51K
|
7.83K
$237K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-45- 1.02% |
$1.2K - $1.36K
|
4.35K
$132K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-19- 1.58% |
$506 - $574
|
1.18K
$35.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.05% |
$26.6 - $30.2
|
2.08K
$62.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-1- 0.08% |
$26.6 - $30.2
|
1.19K
$35.9K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11K- 7.09% |
$279K - $324K
|
144K
$4.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-5.57K- 14.91% |
$142K - $164K
|
31.8K
$960K
|
|
|
Oct 07, 2024
Q3 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-4.51K- 39.02% |
$115K - $133K
|
7.05K
$213K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-2.61K- 5.84% |
$66.4K - $77.1K
|
42.1K
$1.27M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-1.88K- 20.53% |
$47.7K - $55.4K
|
7.26K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-885- 99.89% |
$22.5K - $26.1K
|
1
$30.2
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-746- 2.14% |
$19K - $22K
|
34.1K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-685- 5.92% |
$17.4K - $20.2K
|
10.9K
$329K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-520- 4.72% |
$13.2K - $15.4K
|
10.5K
$317K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-392- 1.71% |
$9.98K - $11.6K
|
22.5K
$680K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-367- 8.63% |
$9.34K - $10.8K
|
3.89K
$118K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-355- 17.67% |
$9.03K - $10.5K
|
1.65K
$50K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-321- 3.7% |
$8.17K - $9.48K
|
8.35K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-291- 51.5% |
$7.41K - $8.59K
|
274
$8.28K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-223- 4.31% |
$5.68K - $6.59K
|
4.96K
$150K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-200- 8.85% |
$5.09K - $5.91K
|
2.06K
$62.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-158- 0.78% |
$4.02K - $4.67K
|
20.1K
$609K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-70- 17.81% |
$1.78K - $2.07K
|
323
$9.76K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-31- 0.24% |
$789 - $915
|
12.7K
$383K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-14- 0.26% |
$356 - $413
|
5.42K
$164K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-33.2K- 4.28% |
$818K - $902K
|
742K
$22.4M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-32.2K- 47.64% |
$795K - $876K
|
35.4K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14.4K- 62.55% |
$355K - $391K
|
8.61K
$260K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-12.4K- 11.03% |
$306K - $337K
|
100K
$3.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-12K- 99.99% |
$296K - $326K
|
1
$30.2
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.86K- 42.92% |
$169K - $186K
|
9.12K
$276K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.83K- 3.13% |
$168K - $186K
|
211K
$6.38M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-3.29K- 4.62% |
$81.1K - $89.5K
|
68K
$2.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.86KClosed |
$70.6K - $77.8K
|
0
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.46K- 11.16% |
$60.7K - $66.9K
|
19.6K
$592K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.37K- 14.64% |
$58.3K - $64.3K
|
13.8K
$417K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1.52K- 98.01% |
$37.6K - $41.4K
|
31
$937
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1K- 11.6% |
$24.7K - $27.2K
|
7.62K
$230K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-540- 94.57% |
$13.3K - $14.7K
|
31
$937
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-376- 48.39% |
$9.28K - $10.2K
|
401
$12.1K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-294- 77.57% |
$7.25K - $8K
|
85
$2.57K
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-256- 3.0% |
$6.32K - $6.96K
|
8.27K
$250K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-232- 18.33% |
$5.72K - $6.31K
|
1.03K
$31.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-108- 1.15% |
$2.66K - $2.94K
|
9.24K
$279K
|
|