Latest Institutional Purchases 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 buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.78M+ 12168.16% |
$96.2M - $112M
|
3.81M
$103M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
753K+ 7554.91% |
$19.2M - $22.2M
|
763K
$20.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
680KNew |
$17.3M - $20.1M
|
680K
$18.3M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
544K+ 7.49% |
$13.9M - $16.1M
|
7.81M
$210M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
472KNew |
$12M - $13.9M
|
472K
$12.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
402K+ 321.73% |
$10.2M - $11.9M
|
527K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
362KNew |
$9.22M - $10.7M
|
362K
$9.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
354K+ 72.73% |
$9.02M - $10.5M
|
842K
$22.6M
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
258KNew |
$6.57M - $7.62M
|
258K
$6.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
216K+ 178.53% |
$5.49M - $6.37M
|
336K
$9.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
170K+ 16.88% |
$4.32M - $5.01M
|
1.17M
$31.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
151K+ 11.01% |
$3.86M - $4.47M
|
1.53M
$41.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
102K+ 5.22% |
$2.59M - $3.01M
|
2.06M
$55.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
101KNew |
$2.56M - $2.97M
|
101K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
84.8K+ 31.27% |
$2.16M - $2.5M
|
356K
$9.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
83.1K+ 24.38% |
$2.11M - $2.45M
|
424K
$11.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
75.4K+ 4.62% |
$1.92M - $2.23M
|
1.71M
$45.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
66.7K+ 14.54% |
$1.7M - $1.97M
|
525K
$14.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
65KNew |
$1.65M - $1.92M
|
65K
$1.75M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
51.5KNew |
$1.31M - $1.52M
|
51.5K
$1.39M
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
45.8K+ 4.22% |
$1.16M - $1.35M
|
1.13M
$30.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
45.1K+ 5.09% |
$1.15M - $1.33M
|
931K
$25.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
43.6KNew |
$1.11M - $1.29M
|
43.6K
$1.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
43.5KNew |
$1.11M - $1.28M
|
43.5K
$1.17M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
43.3KNew |
$1.1M - $1.28M
|
43.3K
$1.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
42.2K+ 8.1% |
$1.07M - $1.25M
|
563K
$15.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
38.2K+ 16.54% |
$973K - $1.13M
|
270K
$7.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
37.5K+ 4.35% |
$955K - $1.11M
|
899K
$24.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
34.1K+ 47.03% |
$868K - $1.01M
|
107K
$2.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
33.8K+ 7.13% |
$861K - $1M
|
509K
$13.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
32.3K+ 397.14% |
$823K - $954K
|
40.5K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
28.3K+ 4.41% |
$721K - $837K
|
671K
$18.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
27.9K+ 376.44% |
$709K - $823K
|
35.3K
$949K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
27.3K+ 100.22% |
$694K - $805K
|
54.5K
$1.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Hc Advisors, LLC
|
BUY
|
- |
27.1K+ 9.03% |
$690K - $801K
|
327K
$8.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
26.4K+ 121.88% |
$672K - $780K
|
48.1K
$1.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
23.3K+ 102.05% |
$593K - $688K
|
46.1K
$1.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
21.4KNew |
$544K - $631K
|
21.4K
$575K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
20.3KNew |
$516K - $598K
|
20.3K
$545K
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
19.2K+ 1.59% |
$489K - $568K
|
1.23M
$33M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
19K+ 65.64% |
$483K - $560K
|
47.9K
$1.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.7K+ 7.65% |
$476K - $552K
|
263K
$7.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.2K+ 9.63% |
$462K - $536K
|
207K
$5.56M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
17.8KNew |
$454K - $526K
|
17.8K
$480K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
17.3KNew |
$441K - $512K
|
17.3K
$466K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
16.5K+ 20.74% |
$420K - $488K
|
96.1K
$2.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
16.4KNew |
$418K - $485K
|
16.4K
$442K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
16.2K+ 5.94% |
$411K - $477K
|
288K
$7.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
15.7KNew |
$400K - $464K
|
15.7K
$422K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.6K+ 4.34% |
$396K - $459K
|
374K
$10.1M
|