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 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-34- 33.66% |
$839 - $925
|
67
$2.03K
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-2- 0.01% |
$49.3 - $54.4
|
18K
$544K
|
|
| Q1 2024 | |||||||
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-85.3K- 40.32% |
$2M - $2.17M
|
126K
$3.82M
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-41.8K- 76.69% |
$980K - $1.06M
|
12.7K
$384K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-39.1K- 98.12% |
$918K - $995K
|
750
$22.7K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-20.9K- 26.52% |
$490K - $531K
|
57.8K
$1.75M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-20.1K- 21.47% |
$473K - $512K
|
73.6K
$2.23M
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-13.9K- 54.26% |
$326K - $353K
|
11.7K
$353K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.4K- 11.16% |
$268K - $290K
|
90.8K
$2.74M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-5.42K- 34.0% |
$127K - $138K
|
10.5K
$318K
|
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-2.03K- 2.52% |
$47.5K - $51.5K
|
78.5K
$2.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.84K- 12.98% |
$43.1K - $46.8K
|
12.3K
$372K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.3K- 13.7% |
$30.5K - $33.1K
|
8.2K
$248K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-800- 9.69% |
$18.8K - $20.4K
|
7.46K
$225K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-734- 5.68% |
$17.2K - $18.7K
|
12.2K
$368K
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-664- 52.99% |
$15.6K - $16.9K
|
589
$17.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-382- 1.5% |
$8.97K - $9.72K
|
25.1K
$760K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-274- 2.55% |
$6.43K - $6.97K
|
10.5K
$317K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-124- 7.37% |
$2.91K - $3.16K
|
1.56K
$47.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-25- 0.56% |
$587 - $636
|
4.4K
$133K
|
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-10- 0.09% |
$235 - $255
|
11.7K
$354K
|
|
| Q4 2023 | |||||||
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-30.1K- 10.23% |
$693K - $749K
|
264K
$7.98M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-13.6KClosed |
$313K - $338K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-12.8K- 58.18% |
$294K - $318K
|
9.17K
$277K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-10.3K- 50.48% |
$238K - $257K
|
10.1K
$306K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-8.33K- 19.29% |
$192K - $207K
|
34.9K
$1.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.5K- 32.48% |
$104K - $112K
|
9.35K
$282K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-4.38K- 2.68% |
$101K - $109K
|
159K
$4.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-3.9K- 28.47% |
$89.9K - $97.1K
|
9.8K
$296K
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
SELL
|
- |
-3.48K- 1.79% |
$80.2K - $86.7K
|
192K
$5.79M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.75K- 25.22% |
$63.3K - $68.4K
|
8.15K
$246K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.9K- 18.67% |
$43.7K - $47.2K
|
8.27K
$250K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.39K- 5.16% |
$32K - $34.6K
|
25.5K
$771K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.06K- 98.15% |
$24.5K - $26.4K
|
20
$605
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-685- 34.4% |
$15.8K - $17K
|
1.31K
$39.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-575- 12.42% |
$13.2K - $14.3K
|
4.06K
$123K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-502- 40.1% |
$11.6K - $12.5K
|
750
$22.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-431- 67.13% |
$9.93K - $10.7K
|
211
$6.38K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-249- 2.06% |
$5.74K - $6.2K
|
11.8K
$358K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-31- 3.54% |
$714 - $772
|
844
$25.5K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-138K- 99.97% |
$3.29M - $3.6M
|
36
$1.09K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-131K- 70.63% |
$3.13M - $3.43M
|
54.6K
$1.65M
|
|
|
Oct 24, 2023
Q3 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-39.8K- 82.42% |
$949K - $1.04M
|
8.49K
$257K
|
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-15.8K- 4.87% |
$376K - $412K
|
308K
$9.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-11.4K- 49.11% |
$271K - $297K
|
11.8K
$356K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-3.68K- 99.97% |
$87.8K - $96.2K
|
1
$30.2
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-3.15K- 49.88% |
$75.1K - $82.3K
|
3.17K
$95.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-2.55K- 18.81% |
$60.8K - $66.6K
|
11K
$333K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.72K- 16.73% |
$41.1K - $45K
|
8.58K
$259K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.37K- 8.14% |
$32.6K - $35.7K
|
15.4K
$466K
|
|