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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.8K- 8.94% |
$44.1K - $52K
|
18.3K
$496K
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.3KClosed |
$31.9K - $37.5K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Powers Advisory Group, LLC
|
SELL
|
- |
-1.14K- 10.47% |
$27.9K - $32.8K
|
9.72K
$263K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-895Closed |
$21.9K - $25.8K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-883- 11.32% |
$21.6K - $25.5K
|
6.92K
$187K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-670Closed |
$16.4K - $19.3K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-617Closed |
$15.1K - $17.8K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-492- 5.24% |
$12.1K - $14.2K
|
8.89K
$241K
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-271Closed |
$6.64K - $7.82K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-184Closed |
$4.51K - $5.31K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-172Closed |
$4.22K - $4.97K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-156Closed |
$3.82K - $4.5K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-81- 60.0% |
$1.99K - $2.34K
|
54
$1.46K
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-68- 0.13% |
$1.67K - $1.96K
|
51.4K
$1.39M
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-63Closed |
$1.54K - $1.82K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-34- 1.81% |
$833 - $982
|
1.84K
$49.9K
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-3- 0.03% |
$73.5 - $86.6
|
8.62K
$233K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-422KClosed |
$10.8M - $13M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-157KClosed |
$4.02M - $4.84M
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-132KClosed |
$3.39M - $4.08M
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-70.2KClosed |
$1.8M - $2.16M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Optas, LLC
|
SELL
|
- |
-32.4KClosed |
$831K - $1M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-26.2KClosed |
$670K - $807K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-20.1KClosed |
$516K - $621K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-17.8KClosed |
$457K - $550K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-15.2KClosed |
$390K - $469K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.6KClosed |
$296K - $357K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-10.4KClosed |
$266K - $320K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
University Of Texas
|
SELL
|
- |
-10.4KClosed |
$265K - $319K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-9.58KClosed |
$245K - $295K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-8.75KClosed |
$224K - $270K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-8.68KClosed |
$222K - $267K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-8.51KClosed |
$218K - $262K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-8.33KClosed |
$213K - $257K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-8.31KClosed |
$213K - $256K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-8.07KClosed |
$207K - $249K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-7.82KClosed |
$200K - $241K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Mcia Inc
|
SELL
|
- |
-7.65KClosed |
$196K - $236K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-7.13KClosed |
$182K - $220K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-7.1KClosed |
$182K - $219K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-7.05KClosed |
$180K - $217K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-6.76KClosed |
$173K - $208K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.51KClosed |
$116K - $139K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-4.41KClosed |
$113K - $136K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-3.31KClosed |
$84.8K - $102K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-3.11KClosed |
$79.5K - $95.7K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.58K- 15.89% |
$66.2K - $79.6K
|
13.7K
$370K
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-2.42KClosed |
$62K - $74.6K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.05KClosed |
$26.9K - $32.4K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-895Closed |
$22.9K - $27.6K
|
0
$0
|