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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-12.4K- 11.03% |
$306K - $337K
|
100K
$2.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-12K- 99.99% |
$296K - $326K
|
1
$27.1
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.86K- 42.92% |
$169K - $186K
|
9.12K
$247K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.83K- 3.13% |
$168K - $186K
|
211K
$5.72M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-3.29K- 4.62% |
$81.1K - $89.5K
|
68K
$1.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.86KClosed |
$70.6K - $77.8K
|
0
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.46K- 11.16% |
$60.7K - $66.9K
|
19.6K
$530K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.37K- 14.64% |
$58.3K - $64.3K
|
13.8K
$373K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.64K- 12.46% |
$40.5K - $44.6K
|
11.5K
$312K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1.52K- 98.01% |
$37.6K - $41.4K
|
31
$839
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.48K- 27.97% |
$36.5K - $40.2K
|
3.81K
$103K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.18K- 97.84% |
$29.1K - $32.1K
|
26
$704
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-1.13K- 1.69% |
$27.9K - $30.7K
|
65.9K
$1.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1K- 11.6% |
$24.7K - $27.2K
|
7.62K
$206K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-906- 2.97% |
$22.4K - $24.6K
|
29.6K
$800K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-540- 94.57% |
$13.3K - $14.7K
|
31
$839
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-376- 48.39% |
$9.28K - $10.2K
|
401
$10.9K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-294- 77.57% |
$7.25K - $8K
|
85
$2.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-256- 3.0% |
$6.32K - $6.96K
|
8.27K
$224K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-250- 23.81% |
$6.17K - $6.8K
|
800
$21.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-232- 18.33% |
$5.72K - $6.31K
|
1.03K
$28K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-200- 1.51% |
$4.93K - $5.44K
|
13K
$353K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-181- 24.56% |
$4.47K - $4.92K
|
556
$15.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-125- 3.99% |
$3.08K - $3.4K
|
3.01K
$81.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-108- 1.15% |
$2.66K - $2.94K
|
9.24K
$250K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-34- 33.66% |
$839 - $925
|
67
$1.81K
|
|
|
Aug 09, 2024
Q2 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-6- 0.03% |
$148 - $163
|
17.3K
$468K
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-2- 0.01% |
$49.3 - $54.4
|
18K
$487K
|
|
| Q1 2024 | |||||||
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-85.3K- 40.32% |
$2M - $2.17M
|
126K
$3.42M
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-41.8K- 76.69% |
$980K - $1.06M
|
12.7K
$344K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-39.1K- 98.12% |
$918K - $995K
|
750
$20.3K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-36.6K- 46.69% |
$859K - $931K
|
41.8K
$1.13M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-20.9K- 26.52% |
$490K - $531K
|
57.8K
$1.57M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-20.1K- 21.47% |
$473K - $512K
|
73.6K
$1.99M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-18K- 17.14% |
$424K - $459K
|
87.3K
$2.36M
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-13.9K- 54.26% |
$326K - $353K
|
11.7K
$317K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.4K- 11.16% |
$268K - $290K
|
90.8K
$2.46M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-5.42K- 34.0% |
$127K - $138K
|
10.5K
$285K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-3.83K- 10.12% |
$89.8K - $97.3K
|
34K
$920K
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-3.72K- 24.02% |
$87.3K - $94.6K
|
11.8K
$319K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-2.29K- 18.68% |
$53.8K - $58.3K
|
9.97K
$270K
|
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-2.03K- 2.52% |
$47.5K - $51.5K
|
78.5K
$2.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.84K- 12.98% |
$43.1K - $46.8K
|
12.3K
$333K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.3K- 13.7% |
$30.5K - $33.1K
|
8.2K
$222K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.09K- 98.74% |
$25.7K - $27.8K
|
14
$379
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-936- 86.19% |
$22K - $23.8K
|
150
$4.06K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-800- 9.69% |
$18.8K - $20.4K
|
7.46K
$202K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-734- 5.68% |
$17.2K - $18.7K
|
12.2K
$330K
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-664- 52.99% |
$15.6K - $16.9K
|
589
$16K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-489- 93.32% |
$11.5K - $12.4K
|
35
$948
|
|