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 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.35K- 9.74% |
$34.3K - $39.7K
|
12.5K
$338K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.31K- 27.2% |
$33.4K - $38.7K
|
3.51K
$95.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.17K- 4.45% |
$29.8K - $34.6K
|
25.2K
$681K
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.17K- 0.45% |
$29.7K - $34.5K
|
259K
$7.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.12K- 5.84% |
$28.5K - $33K
|
18K
$489K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-1.08K- 6.94% |
$27.6K - $32K
|
14.5K
$394K
|
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-1.07K- 4.06% |
$27.2K - $31.5K
|
25.2K
$683K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.06K- 6.6% |
$26.9K - $31.2K
|
15K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-885- 99.89% |
$22.5K - $26.1K
|
1
$27.1
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-878- 0.76% |
$22.3K - $25.9K
|
114K
$3.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
SELL
|
- |
-752- 4.75% |
$19.1K - $22.2K
|
15.1K
$409K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-750- 4.07% |
$19.1K - $22.1K
|
17.7K
$479K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-746- 2.14% |
$19K - $22K
|
34.1K
$925K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-744- 1.99% |
$18.9K - $22K
|
36.7K
$993K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-733- 2.09% |
$18.7K - $21.6K
|
34.4K
$931K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-719- 2.37% |
$18.3K - $21.2K
|
29.6K
$801K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-708- 2.89% |
$18K - $20.9K
|
23.8K
$645K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-703- 8.58% |
$17.9K - $20.8K
|
7.49K
$203K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-702- 1.01% |
$17.9K - $20.7K
|
68.9K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-685- 5.92% |
$17.4K - $20.2K
|
10.9K
$295K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-682- 7.73% |
$17.4K - $20.1K
|
8.15K
$221K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-680- 5.07% |
$17.3K - $20.1K
|
12.7K
$345K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-668- 3.29% |
$17K - $19.7K
|
19.6K
$531K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-603- 42.98% |
$15.3K - $17.8K
|
800
$21.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-602- 3.52% |
$15.3K - $17.8K
|
16.5K
$447K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-592- 2.48% |
$15.1K - $17.5K
|
23.3K
$631K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-575- 20.3% |
$14.6K - $17K
|
2.26K
$61.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-572- 0.36% |
$14.6K - $16.9K
|
157K
$4.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-571- 1.9% |
$14.5K - $16.9K
|
29.5K
$800K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-523- 34.07% |
$13.3K - $15.4K
|
1.01K
$27.4K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-520- 4.72% |
$13.2K - $15.4K
|
10.5K
$284K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-495- 2.06% |
$12.6K - $14.6K
|
23.5K
$636K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-416- 2.16% |
$10.6K - $12.3K
|
18.8K
$510K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-394- 2.58% |
$10K - $11.6K
|
14.9K
$403K
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-393- 0.58% |
$10K - $11.6K
|
67.4K
$1.83M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-392- 1.71% |
$9.98K - $11.6K
|
22.5K
$610K
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-380- 1.59% |
$9.67K - $11.2K
|
23.6K
$638K
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-375- 0.66% |
$9.54K - $11.1K
|
56.8K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-367- 8.63% |
$9.34K - $10.8K
|
3.89K
$105K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-355- 17.67% |
$9.03K - $10.5K
|
1.65K
$44.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-342- 0.55% |
$8.7K - $10.1K
|
61.7K
$1.67M
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-327- 0.36% |
$8.32K - $9.66K
|
90K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-321- 3.7% |
$8.17K - $9.48K
|
8.35K
$226K
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-319- 1.01% |
$8.12K - $9.42K
|
31.2K
$844K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-313- 1.34% |
$7.97K - $9.24K
|
23K
$623K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-300- 1.57% |
$7.64K - $8.86K
|
18.8K
$509K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-294- 0.3% |
$7.48K - $8.68K
|
99K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-292- 3.54% |
$7.43K - $8.62K
|
7.95K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-291- 51.5% |
$7.41K - $8.59K
|
274
$7.42K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-278- 0.42% |
$7.08K - $8.21K
|
66.1K
$1.79M
|