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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.84K- 12.98% |
$43.1K - $46.8K
|
12.3K
$416K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.3K- 13.7% |
$30.5K - $33.1K
|
8.2K
$277K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-800- 9.69% |
$18.8K - $20.4K
|
7.46K
$252K
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-664- 52.99% |
$15.6K - $16.9K
|
589
$19.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-382- 1.5% |
$8.97K - $9.72K
|
25.1K
$850K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-274- 2.55% |
$6.43K - $6.97K
|
10.5K
$354K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-124- 7.37% |
$2.91K - $3.16K
|
1.56K
$52.7K
|
|
| Q4 2023 | |||||||
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-30.1K- 10.23% |
$693K - $749K
|
264K
$8.92M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-13.6KClosed |
$313K - $338K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-12.8K- 58.18% |
$294K - $318K
|
9.17K
$310K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-10.3K- 50.48% |
$238K - $257K
|
10.1K
$343K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-8.33K- 19.29% |
$192K - $207K
|
34.9K
$1.18M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-4.38K- 2.68% |
$101K - $109K
|
159K
$5.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-3.9K- 28.47% |
$89.9K - $97.1K
|
9.8K
$331K
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
SELL
|
- |
-3.48K- 1.79% |
$80.2K - $86.7K
|
192K
$6.48M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.75K- 25.22% |
$63.3K - $68.4K
|
8.15K
$275K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.39K- 5.16% |
$32K - $34.6K
|
25.5K
$862K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.06K- 98.15% |
$24.5K - $26.4K
|
20
$676
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-685- 34.4% |
$15.8K - $17K
|
1.31K
$44.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-575- 12.42% |
$13.2K - $14.3K
|
4.06K
$137K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-502- 40.1% |
$11.6K - $12.5K
|
750
$25.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-431- 67.13% |
$9.93K - $10.7K
|
211
$7.13K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-249- 2.06% |
$5.74K - $6.2K
|
11.8K
$400K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-31- 3.54% |
$714 - $772
|
844
$28.5K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-138K- 99.97% |
$3.29M - $3.6M
|
36
$1.22K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-131K- 70.63% |
$3.13M - $3.43M
|
54.6K
$1.85M
|
|
|
Oct 24, 2023
Q3 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-39.8K- 82.42% |
$949K - $1.04M
|
8.49K
$287K
|
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-15.8K- 4.87% |
$376K - $412K
|
308K
$10.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-11.4K- 49.11% |
$271K - $297K
|
11.8K
$398K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-3.68K- 99.97% |
$87.8K - $96.2K
|
1
$33.8
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-3.15K- 49.88% |
$75.1K - $82.3K
|
3.17K
$107K
|
|
|
Nov 08, 2023
Q3 2023
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-2.55K- 18.81% |
$60.8K - $66.6K
|
11K
$372K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.72K- 16.73% |
$41.1K - $45K
|
8.58K
$290K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.37K- 8.14% |
$32.6K - $35.7K
|
15.4K
$522K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-600- 6.67% |
$14.3K - $15.7K
|
8.4K
$284K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-408- 23.79% |
$9.72K - $10.7K
|
1.31K
$44.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-344- 3.37% |
$8.2K - $8.98K
|
9.86K
$334K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-172- 0.25% |
$4.1K - $4.49K
|
68.1K
$2.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-111- 97.37% |
$2.65K - $2.9K
|
3
$101
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-47- 0.43% |
$1.12K - $1.23K
|
10.9K
$369K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-15- 0.75% |
$357 - $392
|
1.98K
$66.9K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-30.8K- 7.06% |
$729K - $787K
|
405K
$13.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-25.4K- 5.91% |
$602K - $650K
|
405K
$13.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4.5K- 34.32% |
$107K - $115K
|
8.62K
$291K
|
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-3.4K- 2.31% |
$80.3K - $86.7K
|
144K
$4.86M
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-2.69K- 23.21% |
$63.7K - $68.8K
|
8.91K
$301K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.41K- 12.86% |
$33.5K - $36.1K
|
9.58K
$324K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.29K- 11.46% |
$30.5K - $32.9K
|
9.97K
$337K
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.1K- 11.91% |
$26.1K - $28.1K
|
8.15K
$276K
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-800- 7.36% |
$18.9K - $20.4K
|
10.1K
$340K
|
|