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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
18.2KNew |
$407K - $470K
|
18.2K
$526K
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
15.5KNew |
$347K - $400K
|
15.5K
$448K
|
|
Oct 25, 2022
Q3 2022
|
Sam Advisors, LLC
|
BUY
|
- |
14.9K+ 4.57% |
$334K - $386K
|
341K
$9.88M
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
12.7KNew |
$286K - $329K
|
12.7K
$369K
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
11.5KNew |
$258K - $297K
|
11.5K
$333K
|
|
Nov 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
11KNew |
$247K - $285K
|
11K
$319K
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
10.8KNew |
$241K - $278K
|
10.8K
$312K
|
|
Oct 31, 2022
Q3 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
9.23KNew |
$207K - $238K
|
9.23K
$267K
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
7.17K+ 1.1% |
$161K - $185K
|
659K
$19.1M
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
6.57KNew |
$147K - $170K
|
6.57K
$190K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
5.8K+ 207.25% |
$130K - $150K
|
8.6K
$249K
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
5.39K+ 44.77% |
$121K - $139K
|
17.4K
$504K
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.2K+ 12.38% |
$26.8K - $30.9K
|
10.9K
$314K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
517+ 287.22% |
$11.6K - $13.4K
|
697
$20.2K
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
491New |
$11K - $12.7K
|
491
$14.2K
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
284New |
$6.36K - $7.34K
|
284
$8.22K
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
155+ 5.31% |
$3.47K - $4K
|
3.07K
$89K
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
114+ 4.06% |
$2.55K - $2.94K
|
2.92K
$84.5K
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
100+ 100.0% |
$2.24K - $2.58K
|
200
$5.79K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
48New |
$1.08K - $1.24K
|
48
$1.39K
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
47New |
$1.05K - $1.21K
|
47
$1.36K
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
37+ 0.36% |
$829 - $956
|
10.3K
$298K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
30New |
$672 - $775
|
30
$868
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
29+ 0.14% |
$650 - $749
|
21.3K
$615K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.17MNew |
$53.1M - $62.6M
|
2.17M
$62.7M
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
458K+ 180436.22% |
$11.2M - $13.2M
|
459K
$13.3M
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
191KNew |
$4.69M - $5.52M
|
191K
$5.53M
|
|
Aug 12, 2022
Q2 2022
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
74.9KNew |
$1.84M - $2.16M
|
74.9K
$2.17M
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
34.4KNew |
$844K - $995K
|
34.4K
$997K
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
32.7KNew |
$801K - $943K
|
32.7K
$945K
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
25KNew |
$613K - $722K
|
25K
$724K
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
22.1KNew |
$541K - $637K
|
22.1K
$639K
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
16K+ 1599900.0% |
$392K - $462K
|
16K
$463K
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
11.1KNew |
$272K - $320K
|
11.1K
$321K
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
10.2KNew |
$251K - $295K
|
10.2K
$296K
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
8.55KNew |
$209K - $247K
|
8.55K
$247K
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
5.72KNew |
$140K - $165K
|
5.72K
$166K
|
|
Aug 11, 2022
Q2 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
3.8KNew |
$93.1K - $110K
|
3.8K
$110K
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
3.5KNew |
$85.8K - $101K
|
3.5K
$101K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
849New |
$20.8K - $24.5K
|
849
$24.6K
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
835New |
$20.5K - $24.1K
|
835
$24.2K
|
|
Aug 03, 2022
Q2 2022
|
Ddd Partners, LLC
|
BUY
|
- |
604+ 4.15% |
$14.8K - $17.4K
|
15.1K
$438K
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
511+ 2.12% |
$12.5K - $14.8K
|
24.6K
$713K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
401New |
$9.83K - $11.6K
|
401
$11.6K
|
|
Aug 11, 2022
Q2 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
368+ 2.77% |
$9.02K - $10.6K
|
13.6K
$395K
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
BUY
|
- |
300+ 3.25% |
$7.35K - $8.66K
|
9.52K
$275K
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
246+ 279.55% |
$6.03K - $7.1K
|
334
$9.67K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
146New |
$3.58K - $4.22K
|
146
$4.23K
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
133New |
$3.26K - $3.84K
|
133
$3.85K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
39+ 17.49% |
$956 - $1.13K
|
262
$7.58K
|