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 |
---|---|---|---|---|---|---|---|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
37+ 0.35% |
$907 - $1.07K
|
10.7K
$310K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
21+ 0.25% |
$515 - $606
|
8.38K
$243K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
10+ 0.29% |
$245 - $289
|
3.44K
$99.7K
|
|
Aug 15, 2022
Q2 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
5+ 0.04% |
$123 - $144
|
12.8K
$371K
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1+ 0.02% |
$24.5 - $28.9
|
5.61K
$162K
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.34% |
$24.5 - $28.9
|
295
$8.54K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
35.3KNew |
$903K - $1.09M
|
35.3K
$1.02M
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
10.3KNew |
$263K - $316K
|
10.3K
$297K
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
221New |
$5.66K - $6.81K
|
221
$6.4K
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
100New |
$2.56K - $3.08K
|
100
$2.89K
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
22+ 13.5% |
$563 - $678
|
185
$5.35K
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
10New |
$256 - $308
|
10
$289
|
|
Q4 2021 | |||||||
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
64.9KNew |
$1.86M - $2.08M
|
64.9K
$1.88M
|
|
Jan 20, 2022
Q4 2021
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
21.7KNew |
$624K - $695K
|
21.7K
$629K
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
500New |
$14.3K - $16K
|
500
$14.5K
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
399New |
$11.4K - $12.8K
|
399
$11.5K
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
188New |
$5.39K - $6.01K
|
188
$5.44K
|
|
Jan 31, 2022
Q4 2021
|
Financial Life Advisors
|
BUY
|
- |
100+ 0.56% |
$2.87K - $3.2K
|
18K
$522K
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
297KNew |
$8.87M - $9.73M
|
297K
$8.61M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
15KNew |
$447K - $491K
|
15K
$434K
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
5.18K+ 79.55% |
$154K - $169K
|
11.7K
$338K
|
|
Q2 2021 | |||||||
Jul 09, 2021
Q2 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
596New |
$18.5K - $20K
|
596
$17.2K
|
|
Aug 02, 2021
Q2 2021
|
Key F Inancial Inc
|
BUY
|
- |
208+ 800.0% |
$6.46K - $6.99K
|
234
$6.77K
|
|
Q1 2021 | |||||||
Apr 14, 2021
Q1 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
153+ 63.75% |
$4.71K - $5.3K
|
393
$11.4K
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
100+ 12.63% |
$3.08K - $3.46K
|
892
$25.8K
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
118KNew |
$3.15M - $3.62M
|
118K
$3.41M
|
|
Q3 2020 | |||||||
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
19.1KNew |
$472K - $529K
|
19.1K
$553K
|
|
Nov 13, 2020
Q3 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
728New |
$18K - $20.2K
|
728
$21.1K
|
|
Nov 16, 2020
Q3 2020
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
29New |
$716 - $804
|
29
$839
|
|
Nov 10, 2020
Q3 2020
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
5+ 0.05% |
$123 - $139
|
10.8K
$311K
|
|
Q2 2020 | |||||||
Aug 05, 2020
Q2 2020
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
9.5KNew |
$189K - $238K
|
9.5K
$275K
|
|
Nov 09, 2023
Q2 2020
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
2.86K+ 88.3% |
$56.8K - $71.7K
|
6.1K
$177K
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
90+ 3.76% |
$1.79K - $2.25K
|
2.48K
$71.9K
|
|
Q3 2019 | |||||||
Nov 01, 2019
Q3 2019
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
56.7KNew |
$1.42M - $1.47M
|
56.7K
$1.64M
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
354KNew |
N/A
|
354K
$10.3M
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
541KNew |
N/A
|
541K
$15.7M
|
|
Q3 2017 | |||||||
Nov 14, 2017
Q3 2017
|
Old Mission Capital LLC
|
BUY
|
PUT |
314KNew |
N/A
|
314K
$9.1M
|
|
Oct 12, 2017
Q3 2017
|
Horrell Capital Management, Inc.
|
BUY
|
- |
251New |
N/A
|
251
$7.26K
|
|
Q4 2014 | |||||||
Aug 29, 2019
Q4 2014
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
783New |
N/A
|
783
$22.7K
|