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 |
---|---|---|---|---|---|---|---|
Oct 19, 2021
Q3 2021
|
Blooom, Inc.
|
SELL
|
- |
-5.94KClosed |
$177K - $194K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-3.65KClosed |
$109K - $119K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-2.11KClosed |
$62.8K - $68.9K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
SELL
|
- |
-1.93KClosed |
$57.5K - $63.1K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-1.21KClosed |
$35.9K - $39.4K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-1.06KClosed |
$31.5K - $34.6K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Ckw Financial Group
|
SELL
|
- |
-890Closed |
$26.5K - $29.1K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-753Closed |
$22.4K - $24.6K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-23Closed |
$686 - $752
|
0
$0
|
|
Q2 2021 | |||||||
Aug 06, 2021
Q2 2021
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-926KClosed |
$28.8M - $31.1M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-86KClosed |
$2.67M - $2.89M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-22.4KClosed |
$696K - $754K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-17.3KClosed |
$536K - $580K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-16.7KClosed |
$519K - $562K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-10.4KClosed |
$323K - $350K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-6.68KClosed |
$207K - $224K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
SELL
|
- |
-6.51KClosed |
$202K - $219K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6.35KClosed |
$197K - $213K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.39K- 46.93% |
$74.1K - $80.2K
|
2.7K
$72.7K
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.61KClosed |
$50.1K - $54.2K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-768Closed |
$23.9K - $25.8K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-741Closed |
$23K - $24.9K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Zeit Capital LLC
|
SELL
|
- |
-609- 67.07% |
$18.9K - $20.5K
|
299
$8.06K
|
|
Jul 19, 2021
Q2 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-74Closed |
$2.3K - $2.49K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
West Financial Advisors, LLC
|
SELL
|
- |
-61- 57.01% |
$1.89K - $2.05K
|
46
$1.24K
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-3Closed |
$93.2 - $101
|
0
$0
|
|
Q1 2021 | |||||||
May 10, 2021
Q1 2021
|
Xponance, Inc.
|
SELL
|
- |
-115KClosed |
$3.53M - $3.97M
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-26KClosed |
$800K - $900K
|
0
$0
|
|
Apr 13, 2021
Q1 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-18.6KClosed |
$572K - $644K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-7.12KClosed |
$219K - $247K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-6.66KClosed |
$205K - $231K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-5.09KClosed |
$157K - $176K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-3.91KClosed |
$120K - $135K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-2.27KClosed |
$70K - $78.7K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.8KClosed |
$55.4K - $62.3K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-554- 5.93% |
$17.1K - $19.2K
|
8.8K
$237K
|
|
Sep 21, 2023
Q1 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-206Closed |
$6.34K - $7.13K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-18Closed |
$554 - $623
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-11Closed |
$339 - $381
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-1Closed |
$30.8 - $34.6
|
0
$0
|
|
Q4 2020 | |||||||
Feb 10, 2021
Q4 2020
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-35.8KClosed |
$958K - $1.1M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Centric Wealth Management
|
SELL
|
- |
-19.2KClosed |
$512K - $588K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Wealthsource Partners, LLC
|
SELL
|
- |
-10.8KClosed |
$288K - $330K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-7.5KClosed |
$200K - $230K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.96KClosed |
$159K - $183K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-2.68KClosed |
$71.7K - $82.3K
|
0
$0
|
|
Jan 19, 2021
Q4 2020
|
Elm Partners Management LLC
|
SELL
|
- |
-2.5KClosed |
$66.8K - $76.7K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-73.6KClosed |
$1.82M - $2.04M
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-36.7KClosed |
$906K - $1.02M
|
0
$0
|
|
Oct 09, 2020
Q3 2020
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-25KClosed |
$618K - $694K
|
0
$0
|