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 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-592- 2.48% |
$15.1K - $17.5K
|
23.3K
$631K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-84.1K- 3.34% |
$2.14M - $2.48M
|
2.43M
$66M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-392- 1.71% |
$9.98K - $11.6K
|
22.5K
$610K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-13.1K- 26.82% |
$334K - $387K
|
35.8K
$970K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-23.4K- 5.8% |
$596K - $692K
|
380K
$10.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-602- 3.52% |
$15.3K - $17.8K
|
16.5K
$448K
|
|
|
Nov 05, 2024
Q3 2024
|
Hc Advisors, LLC
|
BUY
|
- |
27.1K+ 9.03% |
$690K - $801K
|
327K
$8.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 8.75% |
$32.7K - $37.9K
|
16K
$433K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
1+ 0.01% |
$25.5 - $29.5
|
7.97K
$216K
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-1.38K- 0.92% |
$35.1K - $40.8K
|
149K
$4.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-92- 0.61% |
$2.34K - $2.72K
|
15K
$408K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.89K+ 2.52% |
$150K - $174K
|
240K
$6.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
23.3K+ 102.05% |
$593K - $688K
|
46.1K
$1.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
13+ 0.11% |
$331 - $384
|
12K
$325K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
27.3K+ 100.22% |
$694K - $805K
|
54.5K
$1.48M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
3.28K+ 2.87% |
$83.3K - $96.7K
|
117K
$3.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.4K+ 26.03% |
$316K - $367K
|
60.2K
$1.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
525+ 2.69% |
$13.4K - $15.5K
|
20.1K
$544K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.78K- 2.54% |
$45.3K - $52.6K
|
68.3K
$1.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
20.3KNew |
$516K - $598K
|
20.3K
$550K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
4.41KNew |
$112K - $130K
|
4.41K
$120K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.11K+ 2.95% |
$130K - $151K
|
178K
$4.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
68+ 0.74% |
$1.73K - $2.01K
|
9.31K
$253K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
178+ 2.16% |
$4.53K - $5.26K
|
8.41K
$228K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-14- 0.26% |
$356 - $413
|
5.42K
$147K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.1K- 4.99% |
$155K - $180K
|
116K
$3.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
464+ 5.42% |
$11.8K - $13.7K
|
9.03K
$245K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-1.76K- 1.66% |
$44.7K - $51.9K
|
104K
$2.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.08K+ 4.17% |
$27.5K - $32K
|
27K
$733K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-85- 1.02% |
$2.16K - $2.51K
|
8.24K
$224K
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.17K- 0.45% |
$29.7K - $34.5K
|
259K
$7.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.74K+ 0.83% |
$44.4K - $51.5K
|
211K
$5.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-313- 1.34% |
$7.97K - $9.24K
|
23K
$624K
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-7.48K- 7.04% |
$190K - $221K
|
98.8K
$2.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-957- 1.16% |
$24.4K - $28.3K
|
81.5K
$2.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
174+ 0.26% |
$4.43K - $5.14K
|
66K
$1.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
70New |
$1.78K - $2.07K
|
70
$1.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.17K- 6.17% |
$157K - $182K
|
93.8K
$2.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
14K+ 2.74% |
$356K - $414K
|
525K
$14.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
10.9K+ 76.24% |
$278K - $323K
|
25.3K
$685K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
9+ 0.12% |
$229 - $266
|
7.7K
$209K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-19.5K- 5.73% |
$497K - $577K
|
322K
$8.73M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
57+ 0.39% |
$1.45K - $1.68K
|
14.5K
$393K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
1.66KNew |
$42.3K - $49.1K
|
1.66K
$45.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.05K+ 2.42% |
$129K - $149K
|
214K
$5.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
1.7K+ 12.33% |
$43.3K - $50.2K
|
15.5K
$420K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
21+ 9.91% |
$534 - $620
|
233
$6.32K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-26.8K- 11.86% |
$682K - $791K
|
199K
$5.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
319+ 1.18% |
$8.12K - $9.42K
|
27.3K
$740K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-342- 0.55% |
$8.7K - $10.1K
|
61.7K
$1.67M
|