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 02, 2021
Q2 2021
|
Key F Inancial Inc
|
BUY
|
- |
208+ 800.0% |
$6.46K - $6.99K
|
234
$6.49K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
100+ 12.63% |
$3.08K - $3.46K
|
892
$24.7K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
118KNew |
$3.15M - $3.62M
|
118K
$3.27M
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
19.1KNew |
$472K - $529K
|
19.1K
$530K
|
|
|
Nov 13, 2020
Q3 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
728New |
$18K - $20.2K
|
728
$20.2K
|
|
|
Nov 16, 2020
Q3 2020
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
29New |
$716 - $804
|
29
$804
|
|
|
Nov 10, 2020
Q3 2020
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
5+ 0.05% |
$123 - $139
|
10.8K
$298K
|
|
| Q2 2020 | |||||||
|
Aug 05, 2020
Q2 2020
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
9.5KNew |
$189K - $238K
|
9.5K
$263K
|
|
|
Nov 09, 2023
Q2 2020
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
2.86K+ 88.3% |
$56.8K - $71.7K
|
6.1K
$169K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
90+ 3.76% |
$1.79K - $2.25K
|
2.48K
$68.9K
|
|
| Q3 2019 | |||||||
|
Nov 01, 2019
Q3 2019
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
56.7KNew |
$1.42M - $1.47M
|
56.7K
$1.57M
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
354KNew |
N/A
|
354K
$9.83M
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
541KNew |
N/A
|
541K
$15M
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Old Mission Capital LLC
|
BUY
|
PUT |
314KNew |
N/A
|
314K
$8.72M
|
|
|
Oct 12, 2017
Q3 2017
|
Horrell Capital Management, Inc.
|
BUY
|
- |
251New |
N/A
|
251
$6.96K
|
|
| Q4 2014 | |||||||
|
Aug 29, 2019
Q4 2014
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
783New |
N/A
|
783
$21.7K
|
|