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 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.24KClosed |
$23.1K - $34.9K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-454Closed |
$8.48K - $12.8K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-448Closed |
$8.37K - $12.6K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-446Closed |
$8.33K - $12.6K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-421Closed |
$7.86K - $11.9K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Legacy Bridge, LLC
|
SELL
|
- |
-300- 40.54% |
$5.6K - $8.47K
|
440
$12.1K
|
|
|
Apr 27, 2020
Q1 2020
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-212Closed |
$3.96K - $5.98K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-194Closed |
$3.62K - $5.47K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-136Closed |
$2.54K - $3.84K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-63Closed |
$1.18K - $1.78K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-48Closed |
$897 - $1.35K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-9Closed |
$168 - $254
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Burt Wealth Advisors
|
SELL
|
- |
-1Closed |
$18.7 - $28.2
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 22, 2020
Q4 2019
|
Financial Consulate, Inc
|
SELL
|
- |
-94.3KClosed |
$2.34M - $2.59M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-65.1KClosed |
$1.62M - $1.79M
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-26.9KClosed |
$667K - $739K
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-19.7KClosed |
$490K - $543K
|
0
$0
|
|
|
Aug 30, 2024
Q4 2019
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-15KClosed |
$372K - $413K
|
0
$0
|
|
|
Jan 13, 2020
Q4 2019
|
Diligent Investors, LLC
|
SELL
|
- |
-11.1KClosed |
$277K - $306K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Next Capital Management LLC
|
SELL
|
- |
-3.18KClosed |
$78.8K - $87.3K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-640Closed |
$15.9K - $17.6K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-238Closed |
$5.91K - $6.55K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-194Closed |
$4.82K - $5.34K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-93Closed |
$2.31K - $2.56K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 17, 2019
Q3 2019
|
Strategic Advisors LLC
|
SELL
|
- |
-115KClosed |
$2.88M - $2.97M
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Nkcfo LLC
|
SELL
|
- |
-15KClosed |
$376K - $389K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-8.6KClosed |
$216K - $223K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Sharkey, Howes & Javer
|
SELL
|
- |
-6.45KClosed |
$162K - $167K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.84KClosed |
$46.2K - $47.8K
|
0
$0
|
|
|
Nov 15, 2019
Q3 2019
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.13KClosed |
$28.4K - $29.3K
|
0
$0
|
|
|
Oct 25, 2019
Q3 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-972Closed |
$24.4K - $25.2K
|
0
$0
|
|
|
May 08, 2020
Q3 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-820Closed |
$20.6K - $21.3K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-300Closed |
$7.52K - $7.78K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-170Closed |
$4.26K - $4.41K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-71Closed |
$1.78K - $1.84K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 07, 2019
Q2 2019
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-282KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-11.9KClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-9.04KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-4.83KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.88KClosed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-2KClosed |
N/A
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-1.3KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-1.28KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-120Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-36Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Cambria Investment Management, L.P.
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 09, 2019
Q1 2019
|
Novare Capital Management LLC
|
SELL
|
- |
-206KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-92.4KClosed |
N/A
|
0
$0
|
|