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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-640Closed |
$15.9K - $17.6K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-194Closed |
$4.82K - $5.34K
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-19.7KClosed |
$490K - $543K
|
0
$0
|
|
|
Jan 13, 2020
Q4 2019
|
Diligent Investors, LLC
|
SELL
|
- |
-11.1KClosed |
$277K - $306K
|
0
$0
|
|
| Q3 2019 | |||||||
|
May 08, 2020
Q3 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-820Closed |
$20.6K - $21.3K
|
0
$0
|
|
|
Nov 15, 2019
Q3 2019
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.13KClosed |
$28.4K - $29.3K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-170Closed |
$4.26K - $4.41K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-300Closed |
$7.52K - $7.78K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Sharkey, Howes & Javer
|
SELL
|
- |
-6.45KClosed |
$162K - $167K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
56.7KNew |
$1.42M - $1.47M
|
56.7K
$1.92M
|
|
|
Oct 31, 2019
Q3 2019
|
Nkcfo LLC
|
SELL
|
- |
-15KClosed |
$376K - $389K
|
0
$0
|
|
|
Oct 25, 2019
Q3 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-972Closed |
$24.4K - $25.2K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-8.6KClosed |
$216K - $223K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-71Closed |
$1.78K - $1.84K
|
0
$0
|
|
|
Oct 17, 2019
Q3 2019
|
Strategic Advisors LLC
|
SELL
|
- |
-115KClosed |
$2.88M - $2.97M
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.84KClosed |
$46.2K - $47.8K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-4.83KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-1.28KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-11.9KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-9.04KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-282KClosed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-2KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-120Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-36Closed |
N/A
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-1.3KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.88KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
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
$12M
|
|
|
Feb 14, 2019
Q4 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-821- 99.88% |
N/A
|
1
$33.8
|
|
|
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
|
|
| 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
$18.3M
|
|
|
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
|
|