Latest Institutional Sells of Schwab Strategic Tr Us Emergin (SCHE)
This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Emergin (SCHE) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.92M- 76.69% |
$77.9M - $88.4M
|
889K
$24.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-498K- 50.01% |
$13.3M - $15M
|
497K
$13.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-339K- 96.24% |
$9.03M - $10.3M
|
13.2K
$361K
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-175K- 70.81% |
$4.66M - $5.29M
|
72.1K
$1.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-128K- 99.92% |
$3.41M - $3.87M
|
103
$2.81K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-92.5K- 26.48% |
$2.46M - $2.8M
|
257K
$7M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-86.9K- 6.66% |
$2.31M - $2.63M
|
1.22M
$33.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-85.9K- 85.3% |
$2.29M - $2.6M
|
14.8K
$404K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-33.8K- 1.66% |
$900K - $1.02M
|
2M
$54.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-31.5K- 9.8% |
$840K - $954K
|
290K
$7.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-30.3K- 23.44% |
$808K - $917K
|
99.1K
$2.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
SELL
|
- |
-24.4K- 9.96% |
$651K - $739K
|
221K
$6.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-20.9K- 2.83% |
$556K - $631K
|
715K
$19.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-19.7K- 56.0% |
$526K - $597K
|
15.5K
$423K
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-19.6K- 19.82% |
$522K - $592K
|
79.2K
$2.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-18.9K- 15.8% |
$503K - $571K
|
101K
$2.74M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-16.7K- 8.06% |
$444K - $504K
|
190K
$5.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-16K- 24.69% |
$427K - $485K
|
49K
$1.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-12.5K- 7.97% |
$333K - $379K
|
145K
$3.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-12.4K- 6.98% |
$331K - $376K
|
166K
$4.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-11.9K- 9.46% |
$316K - $359K
|
114K
$3.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-11.7K- 9.83% |
$310K - $352K
|
107K
$2.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-11K- 8.38% |
$293K - $333K
|
120K
$3.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-9.88K- 49.46% |
$263K - $299K
|
10.1K
$275K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-9.82K- 50.45% |
$262K - $297K
|
9.65K
$263K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-9.51K- 16.22% |
$253K - $288K
|
49.1K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8.73K- 4.72% |
$233K - $264K
|
176K
$4.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.73K- 0.96% |
$233K - $264K
|
901K
$24.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-8.7K- 5.08% |
$232K - $263K
|
162K
$4.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8.61K- 11.02% |
$229K - $260K
|
69.6K
$1.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.54K- 4.97% |
$227K - $258K
|
163K
$4.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-8.5K- 41.1% |
$226K - $257K
|
12.2K
$332K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-8.45K- 1.66% |
$225K - $255K
|
500K
$13.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-8.14K- 0.72% |
$217K - $246K
|
1.12M
$30.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.26K- 13.2% |
$193K - $219K
|
47.7K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-7.09K- 3.05% |
$189K - $214K
|
225K
$6.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-6.9K- 40.53% |
$184K - $209K
|
10.1K
$276K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.67K- 21.5% |
$178K - $202K
|
24.3K
$664K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-6.41K- 2.01% |
$171K - $194K
|
313K
$8.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-6.38K- 15.78% |
$170K - $193K
|
34.1K
$929K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.09K- 5.25% |
$162K - $184K
|
110K
$3M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-6.09K- 3.27% |
$162K - $184K
|
180K
$4.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-5.81K- 13.96% |
$155K - $176K
|
35.8K
$977K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-5.24K- 14.49% |
$139K - $158K
|
30.9K
$843K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.22K- 28.16% |
$139K - $158K
|
13.3K
$363K
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-5.05K- 5.26% |
$134K - $153K
|
91K
$2.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-4.6K- 35.79% |
$123K - $139K
|
8.26K
$225K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-4.41K- 18.17% |
$117K - $133K
|
19.9K
$542K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-3.79K- 2.67% |
$101K - $114K
|
138K
$3.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-3.61K- 29.63% |
$96K - $109K
|
8.56K
$233K
|