Latest Institutional Purchases of Schwab Strategic Tr Us Emergin (SCHE)

SCHE Quotes by TradingView

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 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
224
New
$5.34K - $5.85K
224 $6.77K
Oct 19, 2023 Q3 2023
Blossom Wealth Management

BUY
 -
128
+ 0.69%
$3.05K - $3.34K
18.6K $563K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
74
New
$1.76K - $1.93K
74 $2.24K
Apr 22, 2024 Q3 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
40
New
$953 - $1.04K
40 $1.21K
Nov 27, 2023 Q3 2023
Trust CO Of Vermont

BUY
 -
33
New
$786 - $862
33 $998
Q2 2023
Aug 14, 2023 Q2 2023
Quantitative Investment Management, LLC

Charlottesville, VA
BUY
 -
76K
New
$1.8M - $1.94M
76K $2.3M
Aug 09, 2023 Q2 2023
Nwam LLC

Mercer Island, WA
BUY
 -
33K
New
$780K - $842K
33K $997K
Jul 27, 2023 Q2 2023
Carlsbad Wealth Advisory Group, Inc.

Carlsbad, CA
BUY
 -
24.4K
New
$578K - $624K
24.4K $739K
Aug 11, 2023 Q2 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
15.7K
New
$373K - $402K
15.7K $476K
Aug 10, 2023 Q2 2023
Financial Partners Group, LLC

Gallatin, TN
BUY
 -
11.3K
New
$268K - $289K
11.3K $342K
Aug 07, 2023 Q2 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
8.45K
New
$200K - $216K
8.45K $255K
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

BUY
 -
8.4K
+ 1.27%
$199K - $215K
670K $20.3M
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
6.4K
New
$151K - $163K
6.4K $194K
Jul 17, 2023 Q2 2023
Harel Insurance Investments & Financial Services Ltd.

BUY
 -
4.5K
New
$106K - $115K
4.5K $136K
Jul 26, 2023 Q2 2023
Arlington Partners LLC

BUY
 -
3.22K
+ 35.51%
$76.1K - $82.2K
12.3K $371K
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
1.93K
+ 1.68%
$45.7K - $49.3K
117K $3.54M
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
1.76K
New
$41.5K - $44.8K
1.76K $53.1K
Jul 25, 2023 Q2 2023
Godsey & Gibb Associates

BUY
 -
1.2K
New
$28.3K - $30.6K
1.2K $36.2K
Jul 27, 2023 Q2 2023
Northern Capital Management, Inc.

BUY
 -
1.02K
+ 0.75%
$24.1K - $26K
137K $4.14M
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
858
New
$20.3K - $21.9K
858 $25.9K
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

BUY
 -
252
+ 8.32%
$5.96K - $6.44K
3.28K $99.2K
Aug 09, 2023 Q2 2023
Financial Architects, Inc

Marlton, NJ
BUY
 -
196
+ 0.48%
$4.64K - $5.01K
40.7K $1.23M
Jul 10, 2023 Q2 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
169
+ 20.53%
$4K - $4.32K
992 $30K
Jul 26, 2023 Q2 2023
Relaxing Retirement Coach

BUY
 -
114
+ 0.19%
$2.7K - $2.91K
59.8K $1.81M
Aug 08, 2023 Q2 2023
Column Capital Advisors, LLC

BUY
 -
10
+ 0.16%
$237 - $255
6.09K $184K
Aug 14, 2023 Q2 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
9
New
$213 - $230
9 $272
Jul 17, 2023 Q2 2023
Centerpoint Advisors, LLC

BUY
 -
7
New
$166 - $179
7 $212
Aug 11, 2023 Q2 2023
Lansing Street Advisors

BUY
 -
4
+ 0.65%
$94.6 - $102
618 $18.7K
Jul 19, 2023 Q2 2023
25 LLC

St. Louis, MO
BUY
 -
2
+ 0.89%
$47.3 - $51.1
227 $6.86K
Aug 09, 2023 Q2 2023
Db Fitzpatrick & Co, Inc

BUY
 -
1
New
$23.7 - $25.5
1 $30.2
Jul 10, 2023 Q2 2023
Goal Vest Advisory LLC

BUY
 -
0
New
$0 - $0
0 $0
Q1 2023
Apr 05, 2023 Q1 2023
Empowered Funds, LLC

BUY
 -
204K
New
$4.76M - $5.39M
204K $6.17M
May 03, 2023 Q1 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
80.9K
New
$1.89M - $2.14M
80.9K $2.45M
May 10, 2023 Q1 2023
Summit Wealth Group, LLC

White River Junction, VT
BUY
 -
21.2K
New
$495K - $560K
21.2K $641K
Jul 06, 2023 Q1 2023
Awm Capital, LLC

BUY
 -
13.9K
New
$324K - $367K
13.9K $421K
May 05, 2023 Q1 2023
Wambolt & Associates, LLC

BUY
 -
10K
New
$234K - $265K
10K $303K
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
6.39K
+ 106566.67%
$149K - $169K
6.4K $193K
May 03, 2023 Q1 2023
Le Jeune Puetz Investment Counsel LLC

BUY
 -
4.76K
+ 2.95%
$111K - $126K
166K $5.01M
Apr 17, 2023 Q1 2023
Baldrige Asset Management LLC

BUY
 -
3.25K
+ 6.72%
$75.7K - $85.7K
51.6K $1.56M
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
1.46K
New
$34K - $38.5K
1.46K $44.1K
Apr 28, 2023 Q1 2023
Bray Capital Advisors

BUY
 -
590
+ 32.69%
$13.8K - $15.6K
2.4K $72.4K
May 12, 2023 Q1 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
577
New
$13.5K - $15.2K
577 $17.4K
May 12, 2023 Q1 2023
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
497
+ 2.06%
$11.6K - $13.1K
24.6K $745K
May 03, 2023 Q1 2023
Intercontinental Wealth Advisors, LLC

BUY
 -
250
+ 1.8%
$5.83K - $6.6K
14.2K $428K
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
139
New
$3.24K - $3.67K
139 $4.2K
Apr 28, 2023 Q1 2023
Townsend Asset Management Corp

BUY
 -
22
New
$513 - $581
22 $665
May 05, 2023 Q1 2023
Tri Star Advisors Inc.

BUY
 -
0
New
$0 - $0
0 $0
Q4 2022
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
475K
New
$10.3M - $11.8M
475K $14.4M
Jan 10, 2025 Q4 2022
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
114K
New
$2.46M - $2.84M
114K $3.44M

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