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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-4.92K- 8.17% |
$125K - $145K
|
55.3K
$1.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-4.91K- 2.09% |
$125K - $145K
|
230K
$6.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.9K- 7.09% |
$125K - $145K
|
64.3K
$1.74M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-4.76K- 4.19% |
$121K - $141K
|
109K
$2.95M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.7K- 19.05% |
$120K - $139K
|
20K
$541K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.64K- 0.25% |
$118K - $137K
|
1.85M
$50.2M
|
|
|
Oct 07, 2024
Q3 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-4.51K- 39.02% |
$115K - $133K
|
7.05K
$191K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.5K- 2.37% |
$114K - $133K
|
185K
$5.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.19K- 4.19% |
$107K - $124K
|
95.8K
$2.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-4.12K- 4.0% |
$105K - $122K
|
99.1K
$2.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-4.08K- 16.3% |
$104K - $120K
|
20.9K
$567K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.82K- 4.91% |
$97.1K - $113K
|
73.9K
$2M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.8K- 22.26% |
$96.6K - $112K
|
13.3K
$359K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.76K- 1.98% |
$95.6K - $111K
|
186K
$5.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
SELL
|
- |
-3.64K- 1.79% |
$92.5K - $107K
|
200K
$5.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.6K- 2.95% |
$91.6K - $106K
|
119K
$3.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-3.57K- 24.01% |
$90.8K - $105K
|
11.3K
$306K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-3.48K- 2.91% |
$88.7K - $103K
|
116K
$3.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-3.41K- 8.66% |
$86.7K - $101K
|
35.9K
$973K
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.04K- 0.87% |
$77.2K - $89.6K
|
345K
$9.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-2.99K- 39.72% |
$76K - $88.2K
|
4.53K
$123K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.94K- 1.26% |
$74.9K - $86.9K
|
230K
$6.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.9K- 0.51% |
$73.7K - $85.5K
|
562K
$15.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.85K- 2.56% |
$72.4K - $84K
|
108K
$2.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-2.82K- 2.81% |
$71.8K - $83.3K
|
97.4K
$2.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.73K- 35.41% |
$69.5K - $80.6K
|
4.98K
$135K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.67K- 4.75% |
$67.9K - $78.8K
|
53.5K
$1.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-2.61K- 5.84% |
$66.4K - $77.1K
|
42.1K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.47K- 9.85% |
$63K - $73.1K
|
22.6K
$613K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.43K- 17.53% |
$61.8K - $71.7K
|
11.4K
$309K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-2.34K- 2.05% |
$59.5K - $69.1K
|
112K
$3.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.22K- 9.68% |
$56.4K - $65.4K
|
20.7K
$560K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.05K- 3.36% |
$52.2K - $60.6K
|
58.9K
$1.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-2.03K- 6.36% |
$51.5K - $59.8K
|
29.8K
$807K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.98K- 6.54% |
$50.3K - $58.4K
|
28.3K
$765K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-1.89K- 2.75% |
$48.2K - $55.9K
|
66.9K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1.89K- 69.48% |
$48.2K - $55.9K
|
831
$22.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-1.88K- 20.53% |
$47.7K - $55.4K
|
7.26K
$197K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.83K- 1.82% |
$46.4K - $53.9K
|
98.5K
$2.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.8K- 2.19% |
$45.9K - $53.2K
|
80.6K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-1.78K- 5.59% |
$45.3K - $52.6K
|
30.1K
$814K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.78K- 2.54% |
$45.3K - $52.6K
|
68.3K
$1.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-1.76K- 1.66% |
$44.7K - $51.9K
|
104K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
SELL
|
- |
-1.64K- 6.81% |
$41.8K - $48.5K
|
22.5K
$609K
|
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-1.48K- 0.15% |
$37.7K - $43.7K
|
981K
$26.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.46K- 2.29% |
$37.3K - $43.2K
|
62.5K
$1.69M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-1.43K- 6.49% |
$36.3K - $42.1K
|
20.6K
$557K
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-1.38K- 0.92% |
$35.1K - $40.8K
|
149K
$4.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-1.36K- 3.27% |
$34.7K - $40.2K
|
40.3K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.36K- 1.35% |
$34.5K - $40.1K
|
99.2K
$2.69M
|