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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
10KNew |
$234K - $265K
|
10K
$270K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.46KNew |
$34K - $38.5K
|
1.46K
$39.3K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-1.29K- 43.58% |
$30K - $34K
|
1.67K
$44.9K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
4.76K+ 2.95% |
$111K - $126K
|
166K
$4.47M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
80.9KNew |
$1.89M - $2.14M
|
80.9K
$2.18M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-937- 25.76% |
$21.9K - $24.7K
|
2.7K
$72.8K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
250+ 1.8% |
$5.83K - $6.6K
|
14.2K
$381K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-685- 93.58% |
$16K - $18.1K
|
47
$1.27K
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
BUY
|
- |
590+ 32.69% |
$13.8K - $15.6K
|
2.4K
$64.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-20- 0.16% |
$466 - $528
|
12.3K
$331K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
22New |
$513 - $581
|
22
$593
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.34K- 11.36% |
$31.3K - $35.4K
|
10.5K
$282K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-15- 83.33% |
$350 - $396
|
3
$80.9
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-12.1KClosed |
$282K - $319K
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
139New |
$3.24K - $3.67K
|
139
$3.75K
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-807- 6.96% |
$18.8K - $21.3K
|
10.8K
$291K
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-7.11K- 41.35% |
$166K - $188K
|
10.1K
$272K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
3.25K+ 6.72% |
$75.7K - $85.7K
|
51.6K
$1.39M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.67K- 19.86% |
$62.1K - $70.3K
|
10.8K
$290K
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
204KNew |
$4.76M - $5.39M
|
204K
$5.5M
|
|
| Q4 2022 | |||||||
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
114KNew |
$2.46M - $2.84M
|
114K
$3.07M
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-1.45KClosed |
$31.3K - $36.2K
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.65K+ 38.67% |
$35.6K - $41.1K
|
5.91K
$159K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
67New |
$1.45K - $1.67K
|
67
$1.81K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
475KNew |
$10.3M - $11.8M
|
475K
$12.8M
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1+ 3.7% |
$21.6 - $25
|
28
$755
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
5.2KNew |
$112K - $130K
|
5.2K
$140K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
611New |
$13.2K - $15.2K
|
611
$16.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
300New |
$6.48K - $7.49K
|
300
$8.09K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2.82KNew |
$60.9K - $70.4K
|
2.82K
$76.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
4.5K+ 22.87% |
$97.2K - $112K
|
24.2K
$652K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-193- 0.73% |
$4.17K - $4.82K
|
26.3K
$709K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
111New |
$2.4K - $2.77K
|
111
$2.99K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
2+ 3.51% |
$43.2 - $49.9
|
59
$1.59K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
112+ 100.0% |
$2.42K - $2.79K
|
224
$6.04K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
22.3KNew |
$481K - $555K
|
22.3K
$600K
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
48.9KNew |
$1.06M - $1.22M
|
48.9K
$1.32M
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
11.2KNew |
$242K - $279K
|
11.2K
$302K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
88+ 48.89% |
$1.9K - $2.2K
|
268
$7.23K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
12+ 3.59% |
$259 - $299
|
346
$9.33K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.95KNew |
$172K - $198K
|
7.95K
$214K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
866New |
$18.7K - $21.6K
|
866
$23.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
86New |
$1.86K - $2.15K
|
86
$2.32K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
148New |
$3.2K - $3.69K
|
148
$3.99K
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-578- 5.98% |
$12.5K - $14.4K
|
9.08K
$245K
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
12.3KNew |
$265K - $306K
|
12.3K
$331K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
15+ 0.5% |
$324 - $374
|
3.04K
$81.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-2.73K- 20.53% |
$58.9K - $68K
|
10.6K
$284K
|
|
|
Jan 27, 2023
Q4 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
10.5KNew |
$228K - $263K
|
10.5K
$284K
|
|