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 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
13K+ 70.93% |
$280K - $323K
|
31.2K
$845K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-144- 1.2% |
$3.11K - $3.59K
|
11.8K
$320K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
462New |
$9.97K - $11.5K
|
462
$12.5K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.07K- 98.25% |
$23K - $26.6K
|
19
$515
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
930New |
$20.1K - $23.2K
|
930
$25.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
1.03KNew |
$22.2K - $25.6K
|
1.03K
$27.8K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
400New |
$8.64K - $9.98K
|
400
$10.8K
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
SELL
|
- |
-23- 57.5% |
$497 - $574
|
17
$460
|
|
| Q3 2022 | |||||||
|
Nov 19, 2024
Q3 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-14.9KClosed |
$334K - $385K
|
0
$0
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
47New |
$1.05K - $1.21K
|
47
$1.27K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.8K+ 207.25% |
$130K - $150K
|
8.6K
$233K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
114+ 4.06% |
$2.55K - $2.94K
|
2.92K
$79K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
491New |
$11K - $12.7K
|
491
$13.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2K- 98.33% |
$44.9K - $51.8K
|
34
$921
|
|
|
Nov 14, 2022
Q3 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
18.2KNew |
$407K - $470K
|
18.2K
$493K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.03K- 8.69% |
$23.1K - $26.7K
|
10.9K
$294K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.66K- 24.35% |
$81.9K - $94.5K
|
11.4K
$308K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-286K- 74.92% |
$6.42M - $7.4M
|
95.9K
$2.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
10.8KNew |
$241K - $278K
|
10.8K
$292K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-843- 8.14% |
$18.9K - $21.8K
|
9.51K
$257K
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-52- 98.11% |
$1.16K - $1.34K
|
1
$27.1
|
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
7.17K+ 1.1% |
$161K - $185K
|
659K
$17.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-4.82K- 2.18% |
$108K - $125K
|
216K
$5.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
11.5KNew |
$258K - $297K
|
11.5K
$311K
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-518- 1.69% |
$11.6K - $13.4K
|
30.2K
$818K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
48New |
$1.08K - $1.24K
|
48
$1.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-866- 6.33% |
$19.4K - $22.4K
|
12.8K
$347K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
6.57KNew |
$147K - $170K
|
6.57K
$178K
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-228- 0.76% |
$5.11K - $5.89K
|
29.7K
$803K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-10.4K- 20.13% |
$232K - $268K
|
41.1K
$1.11M
|
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-249K- 80.5% |
$5.57M - $6.42M
|
60.2K
$1.63M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
5.39K+ 44.77% |
$121K - $139K
|
17.4K
$472K
|
|
|
Nov 07, 2022
Q3 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-2.81K- 17.95% |
$62.9K - $72.5K
|
12.8K
$348K
|
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.74K- 16.16% |
$39.1K - $45K
|
9.05K
$245K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
100+ 100.0% |
$2.24K - $2.58K
|
200
$5.42K
|
|
|
Nov 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
11KNew |
$247K - $285K
|
11K
$299K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-3K- 37.2% |
$67.1K - $77.4K
|
5.06K
$137K
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
284New |
$6.36K - $7.34K
|
284
$7.69K
|
|
|
Nov 02, 2022
Q3 2022
|
Hamilton Wealth, LLC
|
SELL
|
- |
-11.7K- 54.02% |
$263K - $303K
|
10K
$271K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-128- 0.85% |
$2.87K - $3.31K
|
15K
$407K
|
|
|
Oct 31, 2022
Q3 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
9.23KNew |
$207K - $238K
|
9.23K
$250K
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
15.5KNew |
$347K - $400K
|
15.5K
$420K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
517+ 287.22% |
$11.6K - $13.4K
|
697
$18.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-504- 0.42% |
$11.3K - $13K
|
120K
$3.26M
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.2K+ 12.38% |
$26.8K - $30.9K
|
10.9K
$294K
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
12.7KNew |
$286K - $329K
|
12.7K
$345K
|
|
|
Oct 25, 2022
Q3 2022
|
Sam Advisors, LLC
|
BUY
|
- |
14.9K+ 4.57% |
$334K - $386K
|
341K
$9.25M
|
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
155+ 5.31% |
$3.47K - $4K
|
3.07K
$83.2K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.74K- 94.05% |
$39K - $44.9K
|
110
$2.98K
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
29+ 0.14% |
$650 - $749
|
21.3K
$576K
|
|