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 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-53.5K- 41.42% |
$1.25M - $1.41M
|
75.7K
$2.11M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-12.1KClosed |
$282K - $319K
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-7.11K- 41.35% |
$166K - $188K
|
10.1K
$282K
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.67K- 19.86% |
$62.1K - $70.3K
|
10.8K
$300K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.38KClosed |
$32.2K - $36.4K
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.34K- 11.36% |
$31.3K - $35.4K
|
10.5K
$292K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-1.29K- 43.58% |
$30K - $34K
|
1.67K
$46.5K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-937- 25.76% |
$21.9K - $24.7K
|
2.7K
$75.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-807- 6.96% |
$18.8K - $21.3K
|
10.8K
$301K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-685- 93.58% |
$16K - $18.1K
|
47
$1.31K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-300- 31.28% |
$7K - $7.92K
|
659
$18.4K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-183- 0.46% |
$4.27K - $4.83K
|
39.6K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-25- 1.64% |
$583 - $660
|
1.5K
$41.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-20- 0.16% |
$466 - $528
|
12.3K
$342K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-15- 83.33% |
$350 - $396
|
3
$83.7
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-6- 0.04% |
$140 - $158
|
16.7K
$466K
|
|
| Q4 2022 | |||||||
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-19.9K- 36.36% |
$429K - $495K
|
34.7K
$969K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-10K- 89.04% |
$217K - $251K
|
1.24K
$34.5K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-6.95K- 33.91% |
$150K - $173K
|
13.5K
$378K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5.57K- 57.36% |
$120K - $139K
|
4.14K
$116K
|
|
|
Jan 27, 2023
Q4 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-2.73K- 20.53% |
$58.9K - $68K
|
10.6K
$294K
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-1.45KClosed |
$31.3K - $36.2K
|
0
$0
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.07K- 98.25% |
$23K - $26.6K
|
19
$530
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-860- 1.03% |
$18.6K - $21.5K
|
82.5K
$2.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-578- 5.98% |
$12.5K - $14.4K
|
9.08K
$253K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-193- 0.73% |
$4.17K - $4.82K
|
26.3K
$734K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-144- 1.2% |
$3.11K - $3.59K
|
11.8K
$330K
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
SELL
|
- |
-23- 57.5% |
$497 - $574
|
17
$474
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-286K- 74.92% |
$6.42M - $7.4M
|
95.9K
$2.68M
|
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-249K- 80.5% |
$5.57M - $6.42M
|
60.2K
$1.68M
|
|
|
Oct 20, 2022
Q3 2022
|
Wt Wealth Management
|
SELL
|
- |
-22.4K- 40.44% |
$501K - $578K
|
33K
$920K
|
|
|
Nov 19, 2024
Q3 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-14.9KClosed |
$334K - $385K
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Hamilton Wealth, LLC
|
SELL
|
- |
-11.7K- 54.02% |
$263K - $303K
|
10K
$279K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-10.4K- 20.13% |
$232K - $268K
|
41.1K
$1.15M
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-8.28K- 33.67% |
$185K - $214K
|
16.3K
$455K
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-4.82K- 2.18% |
$108K - $125K
|
216K
$6.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.66K- 24.35% |
$81.9K - $94.5K
|
11.4K
$317K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-3K- 37.2% |
$67.1K - $77.4K
|
5.06K
$141K
|
|
|
Nov 07, 2022
Q3 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-2.81K- 17.95% |
$62.9K - $72.5K
|
12.8K
$358K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2K- 98.33% |
$44.9K - $51.8K
|
34
$949
|
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.74K- 16.16% |
$39.1K - $45K
|
9.05K
$252K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.74K- 94.05% |
$39K - $44.9K
|
110
$3.07K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.03K- 8.69% |
$23.1K - $26.7K
|
10.9K
$303K
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-866- 6.33% |
$19.4K - $22.4K
|
12.8K
$357K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-843- 8.14% |
$18.9K - $21.8K
|
9.51K
$265K
|
|
|
Oct 12, 2022
Q3 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-716- 2.25% |
$16K - $18.5K
|
31.1K
$867K
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-518- 1.69% |
$11.6K - $13.4K
|
30.2K
$843K
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-504- 0.42% |
$11.3K - $13K
|
120K
$3.36M
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-228- 0.76% |
$5.11K - $5.89K
|
29.7K
$827K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-128- 0.85% |
$2.87K - $3.31K
|
15K
$419K
|
|