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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
9.15KNew |
$233K - $270K
|
9.15K
$248K
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
293+ 2.44% |
$7.46K - $8.65K
|
12.3K
$334K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.7K+ 7.65% |
$476K - $552K
|
263K
$7.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-7.81K- 2.27% |
$199K - $231K
|
336K
$9.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-112- 0.52% |
$2.85K - $3.31K
|
21.6K
$586K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.8K+ 11.52% |
$96.8K - $112K
|
36.8K
$998K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-572- 4.07% |
$14.6K - $16.9K
|
13.5K
$366K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-1.08K- 6.94% |
$27.6K - $32K
|
14.5K
$394K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-136- 0.55% |
$3.46K - $4.02K
|
24.6K
$667K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-1.89K- 2.75% |
$48.2K - $55.9K
|
66.9K
$1.81M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
740+ 1.93% |
$18.8K - $21.9K
|
39K
$1.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-12- 0.11% |
$305 - $354
|
11.4K
$309K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-495- 2.06% |
$12.6K - $14.6K
|
23.5K
$637K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-77.2K- 78.12% |
$1.96M - $2.28M
|
21.6K
$586K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.9K- 7.09% |
$125K - $145K
|
64.3K
$1.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-32- 0.19% |
$814 - $945
|
16.9K
$459K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
252+ 1.25% |
$6.41K - $7.44K
|
20.4K
$554K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.38% |
$25.5 - $29.5
|
264
$7.16K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.8K- 22.26% |
$96.6K - $112K
|
13.3K
$360K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-13- 34.21% |
$331 - $384
|
25
$678
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
21.4KNew |
$544K - $631K
|
21.4K
$580K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.27K- 2.78% |
$57.7K - $67K
|
79.4K
$2.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
27.9K+ 376.44% |
$709K - $823K
|
35.3K
$956K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2+ 0.02% |
$50.9 - $59.1
|
8.62K
$234K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
908+ 0.46% |
$23.1K - $26.8K
|
198K
$5.38M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-702- 1.01% |
$17.9K - $20.7K
|
68.9K
$1.87M
|
|
|
Oct 25, 2024
Q3 2024
|
Bck Partners, Inc.
|
BUY
|
- |
620+ 0.48% |
$15.8K - $18.3K
|
129K
$3.51M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.05K- 3.36% |
$52.2K - $60.6K
|
58.9K
$1.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-9.25K- 20.77% |
$236K - $273K
|
35.3K
$957K
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-181K- 46.31% |
$4.61M - $5.35M
|
210K
$5.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1+ 0.01% |
$25.5 - $29.5
|
14.6K
$395K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 10.0% |
$102 - $118
|
44
$1.19K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
7.2K+ 27.3% |
$183K - $213K
|
33.6K
$911K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-8.86K- 99.14% |
$225K - $262K
|
77
$2.09K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-4.76K- 4.19% |
$121K - $141K
|
109K
$2.96M
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
328+ 0.76% |
$8.35K - $9.69K
|
43.7K
$1.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.5K- 2.37% |
$114K - $133K
|
185K
$5.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.59K+ 21.92% |
$91.2K - $106K
|
19.9K
$541K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
10.5K+ 2.75% |
$268K - $311K
|
393K
$10.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.03KNew |
$77.1K - $89.5K
|
3.03K
$82.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.1K+ 8.06% |
$104K - $121K
|
55K
$1.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.13% |
$76.4 - $88.6
|
2.35K
$63.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.37K- 5.72% |
$34.9K - $40.5K
|
22.6K
$613K
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-4.91K- 2.09% |
$125K - $145K
|
230K
$6.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-140- 27.18% |
$3.56K - $4.13K
|
375
$10.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-71.3K- 37.29% |
$1.81M - $2.1M
|
120K
$3.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.06K- 6.6% |
$26.9K - $31.2K
|
15K
$406K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-31- 0.24% |
$789 - $915
|
12.7K
$343K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
14.5K+ 7.43% |
$368K - $427K
|
209K
$5.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
16.2K+ 5.94% |
$411K - $477K
|
288K
$7.81M
|