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
Mar 05, 2021 Q4 2020
Catalyst Private Wealth, LLC

SELL
 -
-2.68K
Closed
$71.7K - $82.3K
0 $0
Feb 16, 2021 Q4 2020
Centric Wealth Management

SELL
 -
-19.2K
Closed
$512K - $588K
0 $0
Feb 16, 2021 Q4 2020
Meridian Wealth Advisors, LLC

BUY
 -
118K
New
$3.15M - $3.62M
118K $3.99M
Feb 12, 2021 Q4 2020
Wealthsource Partners, LLC

SELL
 -
-10.8K
Closed
$288K - $330K
0 $0
Feb 10, 2021 Q4 2020
Verus Financial Partners, Inc.

SELL
 -
-35.8K
Closed
$958K - $1.1M
0 $0
Feb 08, 2021 Q4 2020
Flagship Harbor Advisors, LLC

SELL
 -
-5.96K
Closed
$159K - $183K
0 $0
Feb 02, 2021 Q4 2020
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-7.5K
Closed
$200K - $230K
0 $0
Jan 19, 2021 Q4 2020
Elm Partners Management LLC

SELL
 -
-2.5K
Closed
$66.8K - $76.7K
0 $0
Q3 2020
Nov 17, 2020 Q3 2020
Hanlon Investment Management, Inc.

SELL
 -
-11.3K
Closed
$280K - $314K
0 $0
Nov 13, 2020 Q3 2020
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
728
New
$18K - $20.2K
728 $24.6K
Nov 13, 2020 Q3 2020
Rafferty Asset Management, LLC

New York, NY
SELL
 -
-73.6K
Closed
$1.82M - $2.04M
0 $0
Nov 10, 2020 Q3 2020
Fin Trust Capital Advisors, LLC

SELL
 -
-1.62K
Closed
$40.1K - $45K
0 $0
Nov 10, 2020 Q3 2020
Goldstein Munger & Associates

San Ramon, CA
BUY
 -
5
+ 0.05%
$123 - $139
10.8K $364K
Oct 28, 2020 Q3 2020
Alpha Star Capital Management, LLC

SELL
 -
-36.7K
Closed
$906K - $1.02M
0 $0
Oct 27, 2020 Q3 2020
Financial Advantage, Inc.

SELL
 -
-319
Closed
$7.88K - $8.84K
0 $0
Oct 27, 2020 Q3 2020
Manchester Capital Management LLC

Manchester, VT
SELL
 -
-156
Closed
$3.85K - $4.32K
0 $0
Oct 26, 2020 Q3 2020
Prestige Wealth Management Group LLC

SELL
 -
-1
Closed
$24.7 - $27.7
0 $0
Oct 23, 2020 Q3 2020
Cypress Wealth Services, LLC

BUY
 PUT
19.1K
New
$472K - $529K
19.1K $646K
Oct 21, 2020 Q3 2020
Edge Wealth Management LLC

SELL
 -
-20
Closed
$494 - $554
0 $0
Oct 15, 2020 Q3 2020
Juncture Wealth Strategies, LLC

SELL
 -
-16.5K
Closed
$408K - $458K
0 $0
Oct 09, 2020 Q3 2020
Intelligence Driven Advisers, LLC

SELL
 -
-25K
Closed
$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 $206K
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
90
+ 3.76%
$1.79K - $2.25K
2.48K $84K
Aug 14, 2020 Q2 2020
Claraphi Advisory Network, LLC

SELL
 -
-100
Closed
$1.99K - $2.51K
0 $0
Aug 14, 2020 Q2 2020
Capital Wealth Planning, LLC

SELL
 -
-23.4K
Closed
$466K - $587K
0 $0
Aug 14, 2020 Q2 2020
Financial Enhancement Group LLC

Anderson, IN
SELL
 -
-169
Closed
$3.36K - $4.23K
0 $0
Aug 14, 2020 Q2 2020
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-95
Closed
$1.89K - $2.38K
0 $0
Aug 13, 2020 Q2 2020
Covington Capital Management

SELL
 -
-3.05K
Closed
$60.6K - $76.4K
0 $0
Aug 13, 2020 Q2 2020
Trek Financial, LLC

Scottsdale, AZ
SELL
 -
-66.8K
Closed
$1.33M - $1.67M
0 $0
Aug 11, 2020 Q2 2020
Jackson Hole Capital Partners, LLC

SELL
 -
-10K
- 71.43%
$199K - $251K
4K $135K
Aug 11, 2020 Q2 2020
Oppenheimer Asset Management Inc.

New York, NY
SELL
 -
-8.15K
Closed
$162K - $204K
0 $0
Aug 10, 2020 Q2 2020
Keybank National Association

SELL
 -
-52.7K
Closed
$1.05M - $1.32M
0 $0
Aug 10, 2020 Q2 2020
Synovus Financial Corp

Columbus, GA
SELL
 -
-212
Closed
$4.21K - $5.31K
0 $0
Aug 06, 2020 Q2 2020
Darwin Advisors, LLC

SELL
 -
-1.45K
Closed
$28.7K - $36.2K
0 $0
Aug 05, 2020 Q2 2020
Rossmore Private Capital

Glastonbury, CT
BUY
 -
9.5K
New
$189K - $238K
9.5K $321K
Aug 04, 2020 Q2 2020
Integrated Investment Consultants, LLC

SELL
 -
-19.8K
Closed
$393K - $496K
0 $0
Jul 31, 2020 Q2 2020
Merriman Wealth Management, LLC

SELL
 -
-18.9K
Closed
$375K - $473K
0 $0
Jul 31, 2020 Q2 2020
Harbour Investment Management LLC

Edmonds, WA
SELL
 -
-124K
Closed
$2.47M - $3.11M
0 $0
Jul 30, 2020 Q2 2020
Hcr Wealth Advisors

Los Angeles, CA
SELL
 -
-102
Closed
$2.03K - $2.56K
0 $0
Jul 29, 2020 Q2 2020
Black Diamond Financial, LLC

SELL
 -
-12.1K
Closed
$241K - $304K
0 $0
Jul 28, 2020 Q2 2020
Bouchey Financial Group LTD

SELL
 -
-423K
Closed
$8.4M - $10.6M
0 $0
Jul 27, 2020 Q2 2020
Regions Financial Corp

SELL
 -
-19.8K
Closed
$394K - $497K
0 $0
Jul 21, 2020 Q2 2020
Belmont Capital, LLC

SELL
 -
-1.1K
Closed
$21.9K - $27.7K
0 $0
Jul 20, 2020 Q2 2020
Chatham Capital Group, Inc.

SELL
 -
-18.1K
Closed
$359K - $453K
0 $0
Jul 16, 2020 Q2 2020
Optimum Investment Advisors

SELL
 -
-3.17K
Closed
$63K - $79.4K
0 $0
Jul 13, 2020 Q2 2020
Mayfair Advisory Group, LLC

Birmingham, AL
SELL
 -
-9.69K
Closed
$193K - $243K
0 $0
Jul 10, 2020 Q2 2020
Moneywise, Inc.

SELL
 -
-10K
Closed
$199K - $251K
0 $0
Q1 2020
Dec 12, 2024 Q1 2020
Legacy Wealth Management, LLC / Ms

Ridgeland, MS
SELL
 -
-15K
Closed
$280K - $423K
0 $0
Jan 08, 2024 Q1 2020
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-348K
Closed
$6.5M - $9.82M
0 $0

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