Latest Institutional Transactions on Schwab Strategic Tr Us Emergin (SCHE)
This table provides information on the latest institutional transactions involving Schwab Strategic Tr Us Emergin (SCHE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.9KNew |
$343K - $389K
|
12.9K
$341K
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-5.05K- 5.26% |
$134K - $153K
|
91K
$2.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2.61K+ 28.57% |
$69.5K - $78.8K
|
11.7K
$311K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-6.38K- 15.78% |
$170K - $193K
|
34.1K
$904K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.56K+ 59.82% |
$148K - $168K
|
14.9K
$394K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-468- 4.0% |
$12.5K - $14.1K
|
11.2K
$298K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
8+ 0.05% |
$213 - $242
|
16.8K
$445K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.26K- 1.25% |
$33.4K - $37.9K
|
99.1K
$2.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-742- 6.02% |
$19.8K - $22.4K
|
11.6K
$308K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
24+ 0.18% |
$639 - $726
|
13.2K
$350K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-360- 2.12% |
$9.59K - $10.9K
|
16.6K
$442K
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-3.5K- 8.74% |
$93.2K - $106K
|
36.5K
$970K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
12.9K+ 50.91% |
$343K - $389K
|
38.1K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.8K- 9.8% |
$48K - $54.5K
|
16.6K
$440K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-128- 0.32% |
$3.41K - $3.87K
|
39.5K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
7.48K+ 3.97% |
$199K - $226K
|
196K
$5.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.38K- 2.14% |
$63.3K - $71.9K
|
109K
$2.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-214- 2.51% |
$5.7K - $6.47K
|
8.3K
$220K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.09KNew |
$29.1K - $33.1K
|
1.09K
$29K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
12+ 0.07% |
$320 - $363
|
17.7K
$469K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
887+ 2.31% |
$23.6K - $26.8K
|
39.4K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-4- 0.19% |
$107 - $121
|
2.1K
$55.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
20+ 0.02% |
$533 - $605
|
120K
$3.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-3.79K- 2.67% |
$101K - $114K
|
138K
$3.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.55K+ 4.32% |
$41.2K - $46.8K
|
37.4K
$991K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2K- 9.25% |
$53.2K - $60.3K
|
19.6K
$520K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
175New |
$4.66K - $5.29K
|
175
$4.64K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
13.3K+ 0.89% |
$355K - $403K
|
1.51M
$40.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 2.74% |
$293 - $333
|
412
$10.9K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.27KNew |
$185K - $215K
|
7.27K
$193K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
308New |
$7.84K - $9.1K
|
308
$8.17K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-70- 17.81% |
$1.78K - $2.07K
|
323
$8.57K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
43.3KNew |
$1.1M - $1.28M
|
43.3K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
15.7KNew |
$400K - $464K
|
15.7K
$417K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
340+ 17000.0% |
$8.65K - $10K
|
342
$9.08K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-321- 3.7% |
$8.17K - $9.48K
|
8.35K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.9KNew |
$302K - $351K
|
11.9K
$315K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-885- 99.89% |
$22.5K - $26.1K
|
1
$26.5
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-291- 51.5% |
$7.41K - $8.59K
|
274
$7.27K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
8.8KNew |
$224K - $260K
|
8.8K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
19+ 0.24% |
$484 - $561
|
8.06K
$214K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
91New |
$2.32K - $2.69K
|
91
$2.42K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
131New |
$3.33K - $3.87K
|
131
$3.48K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
6.47K+ 11.06% |
$165K - $191K
|
65K
$1.72M
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
258KNew |
$6.57M - $7.62M
|
258K
$6.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
18New |
$458 - $532
|
18
$478
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
11KNew |
$281K - $326K
|
11K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-12.9K- 55.81% |
$327K - $380K
|
10.2K
$270K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-685- 5.92% |
$17.4K - $20.2K
|
10.9K
$289K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-367- 8.63% |
$9.34K - $10.8K
|
3.89K
$103K
|
|