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 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-92.4KClosed |
N/A
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-950Closed |
N/A
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Gratus Capital LLC
|
SELL
|
- |
-86.9KClosed |
N/A
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-10Closed |
N/A
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-60KClosed |
N/A
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Novare Capital Management LLC
|
SELL
|
- |
-206KClosed |
N/A
|
0
$0
|
|
May 08, 2019
Q1 2019
|
Hartford Financial Management Inc.
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
May 07, 2019
Q1 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-25Closed |
N/A
|
0
$0
|
|
Apr 01, 2019
Q1 2019
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-16.8KClosed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
Feb 15, 2019
Q4 2018
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-10.7KClosed |
N/A
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
354KNew |
N/A
|
354K
$9.2M
|
|
Feb 14, 2019
Q4 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-821- 99.88% |
N/A
|
1
$26
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.41KClosed |
N/A
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-204Closed |
N/A
|
0
$0
|
|
Feb 04, 2019
Q4 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-8.46KClosed |
N/A
|
0
$0
|
|
Feb 01, 2019
Q4 2018
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-137Closed |
N/A
|
0
$0
|
|
Jan 18, 2019
Q4 2018
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-3.71KClosed |
N/A
|
0
$0
|
|
Jan 04, 2019
Q4 2018
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-212Closed |
N/A
|
0
$0
|
|
Q3 2018 | |||||||
Dec 19, 2024
Q3 2018
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-244Closed |
N/A
|
0
$0
|
|
May 26, 2023
Q3 2018
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-17.2KClosed |
N/A
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
541KNew |
N/A
|
541K
$14M
|
|
Nov 14, 2018
Q3 2018
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-29KClosed |
N/A
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-310Closed |
N/A
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-925Closed |
N/A
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-458Closed |
N/A
|
0
$0
|
|
Nov 07, 2018
Q3 2018
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-10.4KClosed |
N/A
|
0
$0
|
|
Oct 24, 2018
Q3 2018
|
Ledyard National Bank
|
SELL
|
- |
-16- 0.16% |
N/A
|
10K
$260K
|
|
Oct 23, 2018
Q3 2018
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-532KClosed |
N/A
|
0
$0
|
|
Oct 09, 2018
Q3 2018
|
Spence Asset Management
|
SELL
|
- |
-1.26KClosed |
N/A
|
0
$0
|
|
Q2 2018 | |||||||
Aug 15, 2018
Q2 2018
|
D. Scott Neal, Inc.
|
SELL
|
- |
-30.3KClosed |
N/A
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Slow Capital, Inc.
|
SELL
|
- |
-4.36KClosed |
N/A
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
- |
-270KClosed |
N/A
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-18.7KClosed |
N/A
|
0
$0
|
|
Aug 10, 2018
Q2 2018
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
Aug 10, 2018
Q2 2018
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-54.5KClosed |
N/A
|
0
$0
|
|
Aug 08, 2018
Q2 2018
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-15.8KClosed |
N/A
|
0
$0
|
|
Jul 24, 2018
Q2 2018
|
Scott & Selber, Inc.
|
SELL
|
- |
-205KClosed |
N/A
|
0
$0
|
|
Q1 2018 | |||||||
May 18, 2018
Q1 2018
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-34KClosed |
N/A
|
0
$0
|
|
May 15, 2018
Q1 2018
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.49KClosed |
N/A
|
0
$0
|
|
May 04, 2018
Q1 2018
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.64KClosed |
N/A
|
0
$0
|
|
Apr 16, 2018
Q1 2018
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-536Closed |
N/A
|
0
$0
|
|
Apr 10, 2018
Q1 2018
|
Norway Savings Bank
|
SELL
|
- |
-2.55KClosed |
N/A
|
0
$0
|
|
Apr 06, 2018
Q1 2018
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-8.58KClosed |
N/A
|
0
$0
|
|
Q4 2017 | |||||||
Feb 12, 2018
Q4 2017
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.36KClosed |
N/A
|
0
$0
|
|
Feb 09, 2018
Q4 2017
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-79.9KClosed |
N/A
|
0
$0
|
|
Jan 24, 2018
Q4 2017
|
Sg Americas Securities, LLC
|
SELL
|
- |
-6.32KClosed |
N/A
|
0
$0
|
|
Q3 2017 | |||||||
Nov 14, 2017
Q3 2017
|
Old Mission Capital LLC
|
BUY
|
PUT |
314KNew |
N/A
|
314K
$8.16M
|
|
Nov 14, 2017
Q3 2017
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-1.04KClosed |
N/A
|
0
$0
|
|
Oct 12, 2017
Q3 2017
|
Horrell Capital Management, Inc.
|
BUY
|
- |
251New |
N/A
|
251
$6.51K
|
|
Q4 2014 | |||||||
Aug 29, 2019
Q4 2014
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
783New |
N/A
|
783
$20.3K
|