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 |
---|---|---|---|---|---|---|---|
Nov 13, 2020
Q3 2020
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-73.6KClosed |
$1.82M - $2.04M
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.62KClosed |
$40.1K - $45K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
5+ 0.05% |
$123 - $139
|
10.8K
$285K
|
|
Oct 28, 2020
Q3 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-36.7KClosed |
$906K - $1.02M
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Financial Advantage, Inc.
|
SELL
|
- |
-319Closed |
$7.88K - $8.84K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-156Closed |
$3.85K - $4.32K
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1Closed |
$24.7 - $27.7
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
19.1KNew |
$472K - $529K
|
19.1K
$507K
|
|
Oct 21, 2020
Q3 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-20Closed |
$494 - $554
|
0
$0
|
|
Oct 15, 2020
Q3 2020
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-16.5KClosed |
$408K - $458K
|
0
$0
|
|
Oct 09, 2020
Q3 2020
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-25KClosed |
$618K - $694K
|
0
$0
|
|
Q2 2020 | |||||||
Nov 09, 2023
Q2 2020
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
2.86K+ 88.3% |
$56.8K - $71.7K
|
6.1K
$162K
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
90+ 3.76% |
$1.79K - $2.25K
|
2.48K
$65.9K
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-100Closed |
$1.99K - $2.51K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-23.4KClosed |
$466K - $587K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-169Closed |
$3.36K - $4.23K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-95Closed |
$1.89K - $2.38K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Covington Capital Management
|
SELL
|
- |
-3.05KClosed |
$60.6K - $76.4K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-66.8KClosed |
$1.33M - $1.67M
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-10K- 71.43% |
$199K - $251K
|
4K
$106K
|
|
Aug 11, 2020
Q2 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-8.15KClosed |
$162K - $204K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Keybank National Association
|
SELL
|
- |
-52.7KClosed |
$1.05M - $1.32M
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-212Closed |
$4.21K - $5.31K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.45KClosed |
$28.7K - $36.2K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
9.5KNew |
$189K - $238K
|
9.5K
$252K
|
|
Aug 04, 2020
Q2 2020
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-19.8KClosed |
$393K - $496K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-18.9KClosed |
$375K - $473K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-124KClosed |
$2.47M - $3.11M
|
0
$0
|
|
Jul 30, 2020
Q2 2020
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-102Closed |
$2.03K - $2.56K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Black Diamond Financial, LLC
|
SELL
|
- |
-12.1KClosed |
$241K - $304K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Bouchey Financial Group LTD
|
SELL
|
- |
-423KClosed |
$8.4M - $10.6M
|
0
$0
|
|
Jul 27, 2020
Q2 2020
|
Regions Financial Corp
|
SELL
|
- |
-19.8KClosed |
$394K - $497K
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Belmont Capital, LLC
|
SELL
|
- |
-1.1KClosed |
$21.9K - $27.7K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-18.1KClosed |
$359K - $453K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-3.17KClosed |
$63K - $79.4K
|
0
$0
|
|
Jul 13, 2020
Q2 2020
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-9.69KClosed |
$193K - $243K
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Moneywise, Inc.
|
SELL
|
- |
-10KClosed |
$199K - $251K
|
0
$0
|
|
Q1 2020 | |||||||
Dec 12, 2024
Q1 2020
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-15KClosed |
$280K - $423K
|
0
$0
|
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-348KClosed |
$6.5M - $9.82M
|
0
$0
|
|
Sep 01, 2023
Q1 2020
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-8.87KClosed |
$166K - $250K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-136Closed |
$2.54K - $3.84K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Alaska Permanent Capital Management
|
SELL
|
- |
-13.6KClosed |
$253K - $383K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-446Closed |
$8.33K - $12.6K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-118KClosed |
$2.2M - $3.33M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-27.7KClosed |
$518K - $783K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Maple Capital Management, Inc.
|
SELL
|
- |
-11.8KClosed |
$221K - $334K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-9Closed |
$168 - $254
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-48Closed |
$897 - $1.35K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-454Closed |
$8.48K - $12.8K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-41.7KClosed |
$779K - $1.18M
|
0
$0
|