Latest Institutional Transactions on Schwab Strategic Tr Us Emergin (SCHE)

SCHE Quotes by TradingView

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 16, 2022 Q1 2022
Baldwin Investment Management, LLC

SELL
 -
-8.31K
Closed
$213K - $256K
0 $0
May 16, 2022 Q1 2022
Cribstone Capital Management, LLC

Augusta, ME
BUY
 -
22
+ 13.5%
$563 - $678
185 $4.91K
May 16, 2022 Q1 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
SELL
 -
-11.6K
Closed
$296K - $357K
0 $0
May 16, 2022 Q1 2022
Tocqueville Asset Management L.P.

New York, NY
SELL
 -
-9.58K
Closed
$245K - $295K
0 $0
May 16, 2022 Q1 2022
Redwood Investment Management, LLC

Scottsdale, AZ
SELL
 -
-422K
Closed
$10.8M - $13M
0 $0
May 16, 2022 Q1 2022
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-8.07K
Closed
$207K - $249K
0 $0
May 16, 2022 Q1 2022
Fairview Capital Investment Management, LLC

Greenbrae, CA
SELL
 -
-318
- 3.24%
$8.14K - $9.8K
9.48K $252K
May 13, 2022 Q1 2022
Centaurus Financial, Inc.

SELL
 -
-4.51K
Closed
$116K - $139K
0 $0
May 13, 2022 Q1 2022
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
10.3K
New
$263K - $316K
10.3K $272K
May 13, 2022 Q1 2022
G2 Capital Management, LLC

Columbus, OH
SELL
 -
-26.2K
Closed
$670K - $807K
0 $0
May 13, 2022 Q1 2022
Geode Capital Management, LLC

Boston, MA
SELL
 -
-157K
Closed
$4.02M - $4.84M
0 $0
May 13, 2022 Q1 2022
Svb Wealth LLC

Boston, MA
SELL
 -
-7.13K
Closed
$182K - $220K
0 $0
May 12, 2022 Q1 2022
Bison Wealth, LLC

SELL
 -
-61
- 50.83%
$1.56K - $1.88K
59 $1.57K
May 12, 2022 Q1 2022
Holderness Investments CO

Greensboro, NC
SELL
 -
-8.68K
Closed
$222K - $267K
0 $0
May 12, 2022 Q1 2022
Kolinsky Wealth Management, LLC

Ramsey, NJ
SELL
 -
-7.05K
Closed
$180K - $217K
0 $0
May 12, 2022 Q1 2022
Antonetti Capital Management LLC

SELL
 -
-500
Closed
$12.8K - $15.4K
0 $0
May 12, 2022 Q1 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
SELL
 -
-1.05K
Closed
$26.9K - $32.4K
0 $0
May 11, 2022 Q1 2022
Resolute Advisors LLC

SELL
 -
-798
Closed
$20.4K - $24.6K
0 $0
May 11, 2022 Q1 2022
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
SELL
 -
-30
Closed
$768 - $925
0 $0
May 11, 2022 Q1 2022
King Luther Capital Management Corp

Fort Worth, TX
SELL
 -
-2.58K
- 15.89%
$66.2K - $79.6K
13.7K $363K
May 10, 2022 Q1 2022
Maryland Capital Advisors Inc.

SELL
 -
-4
- 15.38%
$102 - $123
22 $584
May 10, 2022 Q1 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-10.4K
Closed
$266K - $320K
0 $0
May 10, 2022 Q1 2022
Gainplan LLC

Bloomfield Hills, MI
SELL
 -
-8.33K
Closed
$213K - $257K
0 $0
May 09, 2022 Q1 2022
Rinkey Investments

San Diego, CA
SELL
 -
-3.11K
Closed
$79.5K - $95.7K
0 $0
May 06, 2022 Q1 2022
Wealth Management Solutions, LLC

SELL
 -
-15.2K
Closed
$390K - $469K
0 $0
May 06, 2022 Q1 2022
University Of Texas

SELL
 -
-10.4K
Closed
$265K - $319K
0 $0
May 03, 2022 Q1 2022
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
10
New
$256 - $308
10 $265
May 02, 2022 Q1 2022
Clear Creek Financial Management, LLC

SELL
 -
-8.75K
Closed
$224K - $270K
0 $0
Apr 29, 2022 Q1 2022
Cozad Asset Management Inc

Champaign, IL
SELL
 -
-7.82K
Closed
$200K - $241K
0 $0
Apr 29, 2022 Q1 2022
Four Thought Financial, LLC

Venice, FL
SELL
 -
-3.31K
Closed
$84.8K - $102K
0 $0
Apr 28, 2022 Q1 2022
Ahl Investment Management, Inc.

SELL
 -
-650
Closed
$16.6K - $20K
0 $0
Apr 28, 2022 Q1 2022
Aquire Wealth Advisors, LLC

SELL
 -
-2.42K
Closed
$62K - $74.6K
0 $0
Apr 28, 2022 Q1 2022
Barnett & Company, Inc.

SELL
 -
-4.41K
Closed
$113K - $136K
0 $0
Apr 27, 2022 Q1 2022
West Hill Financial Advisors, Inc.

SELL
 -
-91
- 13.13%
$2.33K - $2.8K
602 $16K
Apr 26, 2022 Q1 2022
Tap Consulting, LLC

SELL
 -
-22
Closed
$563 - $678
0 $0
Apr 26, 2022 Q1 2022
Optas, LLC

SELL
 -
-32.4K
Closed
$831K - $1M
0 $0
Apr 21, 2022 Q1 2022
Pasadena Private Wealth, LLC

Pasadena, CA
SELL
 -
-132K
Closed
$3.39M - $4.08M
0 $0
Apr 20, 2022 Q1 2022
Camelot Portfolios, LLC

SELL
 -
-6.76K
Closed
$173K - $208K
0 $0
Apr 20, 2022 Q1 2022
Kessler Investment Group, LLC

SELL
 -
-895
Closed
$22.9K - $27.6K
0 $0
Apr 14, 2022 Q1 2022
Reitz Capital Advisors LLC

SELL
 -
-70.2K
Closed
$1.8M - $2.16M
0 $0
Apr 13, 2022 Q1 2022
Hurlow Wealth Management Group, Inc.

SELL
 -
-7.1K
Closed
$182K - $219K
0 $0
Apr 12, 2022 Q1 2022
Mcia Inc

SELL
 -
-7.65K
Closed
$196K - $236K
0 $0
Apr 12, 2022 Q1 2022
Eidelman Virant Capital

SELL
 -
-20.1K
Closed
$516K - $621K
0 $0
Apr 08, 2022 Q1 2022
Lowe Wealth Advisors, LLC

BUY
 -
221
New
$5.66K - $6.81K
221 $5.87K
Apr 08, 2022 Q1 2022
Blue Zone Wealth Advisors, LLC

SELL
 -
-17.8K
Closed
$457K - $550K
0 $0
Apr 07, 2022 Q1 2022
Soa Wealth Advisors, Llc.

BUY
 -
100
New
$2.56K - $3.08K
100 $2.65K
Q4 2021
Jan 27, 2023 Q4 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-353
- 3.82%
$10.1K - $11.3K
8.88K $236K
Apr 21, 2022 Q4 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
0
Closed
$0 - $0
0 $0
Feb 23, 2022 Q4 2021
Topel & Distasi Wealth Management, LLC

BUY
 -
64.9K
New
$1.86M - $2.08M
64.9K $1.72M

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