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 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
48New |
$1.08K - $1.24K
|
48
$1.33K
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
47New |
$1.05K - $1.21K
|
47
$1.3K
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
37+ 0.36% |
$829 - $956
|
10.3K
$286K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
30New |
$672 - $775
|
30
$832
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
29+ 0.14% |
$650 - $749
|
21.3K
$590K
|
|
Q2 2022 | |||||||
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
458K+ 180436.22% |
$11.2M - $13.2M
|
459K
$12.7M
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
191KNew |
$4.69M - $5.52M
|
191K
$5.3M
|
|
Aug 12, 2022
Q2 2022
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
74.9KNew |
$1.84M - $2.16M
|
74.9K
$2.08M
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
34.4KNew |
$844K - $995K
|
34.4K
$955K
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
32.7KNew |
$801K - $943K
|
32.7K
$906K
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
25KNew |
$613K - $722K
|
25K
$693K
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
22.1KNew |
$541K - $637K
|
22.1K
$612K
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
16K+ 1599900.0% |
$392K - $462K
|
16K
$444K
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
11.1KNew |
$272K - $320K
|
11.1K
$308K
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
10.2KNew |
$251K - $295K
|
10.2K
$284K
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
8.55KNew |
$209K - $247K
|
8.55K
$237K
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
5.72KNew |
$140K - $165K
|
5.72K
$159K
|
|
Aug 11, 2022
Q2 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
3.8KNew |
$93.1K - $110K
|
3.8K
$105K
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
3.5KNew |
$85.8K - $101K
|
3.5K
$97.1K
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
835New |
$20.5K - $24.1K
|
835
$23.2K
|
|
Aug 03, 2022
Q2 2022
|
Ddd Partners, LLC
|
BUY
|
- |
604+ 4.15% |
$14.8K - $17.4K
|
15.1K
$420K
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
511+ 2.12% |
$12.5K - $14.8K
|
24.6K
$683K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
401New |
$9.83K - $11.6K
|
401
$11.1K
|
|
Aug 11, 2022
Q2 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
368+ 2.77% |
$9.02K - $10.6K
|
13.6K
$378K
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
BUY
|
- |
300+ 3.25% |
$7.35K - $8.66K
|
9.52K
$264K
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
246+ 279.55% |
$6.03K - $7.1K
|
334
$9.26K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
146New |
$3.58K - $4.22K
|
146
$4.05K
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
133New |
$3.26K - $3.84K
|
133
$3.69K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
39+ 17.49% |
$956 - $1.13K
|
262
$7.27K
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
37+ 0.35% |
$907 - $1.07K
|
10.7K
$297K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
21+ 0.25% |
$515 - $606
|
8.38K
$232K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
10+ 0.29% |
$245 - $289
|
3.44K
$95.5K
|
|
Aug 15, 2022
Q2 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
5+ 0.04% |
$123 - $144
|
12.8K
$355K
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1+ 0.02% |
$24.5 - $28.9
|
5.61K
$156K
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.34% |
$24.5 - $28.9
|
295
$8.18K
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
10.3KNew |
$263K - $316K
|
10.3K
$285K
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
221New |
$5.66K - $6.81K
|
221
$6.13K
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
100New |
$2.56K - $3.08K
|
100
$2.77K
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
22+ 13.5% |
$563 - $678
|
185
$5.13K
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
10New |
$256 - $308
|
10
$277
|
|
Q4 2021 | |||||||
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
64.9KNew |
$1.86M - $2.08M
|
64.9K
$1.8M
|
|
Jan 20, 2022
Q4 2021
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
21.7KNew |
$624K - $695K
|
21.7K
$603K
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
500New |
$14.3K - $16K
|
500
$13.9K
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
399New |
$11.4K - $12.8K
|
399
$11.1K
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
188New |
$5.39K - $6.01K
|
188
$5.21K
|
|
Jan 31, 2022
Q4 2021
|
Financial Life Advisors
|
BUY
|
- |
100+ 0.56% |
$2.87K - $3.2K
|
18K
$500K
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
297KNew |
$8.87M - $9.73M
|
297K
$8.25M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
15KNew |
$447K - $491K
|
15K
$416K
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
5.18K+ 79.55% |
$154K - $169K
|
11.7K
$324K
|
|
Q2 2021 | |||||||
Jul 09, 2021
Q2 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
596New |
$18.5K - $20K
|
596
$16.5K
|