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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
402+ 0.06% |
$9.8K - $12.1K
|
709K
$21.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
351+ 3.72% |
$8.56K - $10.6K
|
9.8K
$296K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
345+ 2.73% |
$8.41K - $10.4K
|
13K
$393K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
332+ 3.65% |
$8.09K - $10K
|
9.43K
$285K
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
273+ 2.77% |
$6.66K - $8.24K
|
10.1K
$307K
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
207+ 2.49% |
$5.05K - $6.25K
|
8.51K
$257K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
205+ 0.18% |
$5K - $6.19K
|
111K
$3.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
119+ 0.07% |
$2.9K - $3.59K
|
167K
$5.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
117+ 10.7% |
$2.85K - $3.53K
|
1.21K
$36.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
87New |
$2.12K - $2.63K
|
87
$2.63K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
41+ 0.35% |
$1K - $1.24K
|
11.7K
$352K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
26+ 0.11% |
$634 - $785
|
23.1K
$697K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
24New |
$585 - $724
|
24
$726
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
23+ 12.99% |
$561 - $694
|
200
$6.05K
|
|
|
Jul 18, 2025
Q2 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
12+ 0.12% |
$293 - $362
|
9.83K
$297K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12+ 0.02% |
$293 - $362
|
60.6K
$1.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
11+ 0.08% |
$268 - $332
|
14.1K
$425K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
9+ 0.11% |
$219 - $272
|
7.93K
$240K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
6+ 0.12% |
$146 - $181
|
4.87K
$147K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 0.08% |
$97.5 - $121
|
4.94K
$149K
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
2+ 0.01% |
$48.8 - $60.4
|
13.4K
$404K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.16% |
$24.4 - $30.2
|
613
$18.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
1+ 0.51% |
$24.4 - $30.2
|
197
$5.96K
|
|
| Q1 2025 | |||||||
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.77M+ 311.13% |
$71.4M - $78.9M
|
3.65M
$110M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.49M+ 17.78% |
$38.4M - $42.4M
|
9.86M
$298M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
952K+ 101.39% |
$24.6M - $27.2M
|
1.89M
$57.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
431K+ 86.3% |
$11.1M - $12.3M
|
931K
$28.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
414K+ 57.5% |
$10.7M - $11.8M
|
1.13M
$34.3M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
368K+ 99.19% |
$9.5M - $10.5M
|
739K
$22.3M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
323K+ 63.5% |
$8.34M - $9.22M
|
832K
$25.2M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
311K+ 83.69% |
$8.02M - $8.87M
|
682K
$20.6M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
306K+ 168.54% |
$7.89M - $8.71M
|
487K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
284K+ 671.03% |
$7.34M - $8.11M
|
327K
$9.87M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
128K+ 21.12% |
$3.3M - $3.65M
|
734K
$22.2M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
111K+ 7.01% |
$2.86M - $3.16M
|
1.69M
$51.2M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
108K+ 3.11% |
$2.8M - $3.09M
|
3.59M
$108M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
87.2K+ 13.14% |
$2.25M - $2.49M
|
751K
$22.7M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
82.1K+ 6.53% |
$2.12M - $2.34M
|
1.34M
$40.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
75.6KNew |
$1.95M - $2.16M
|
75.6K
$2.29M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
69.6KNew |
$1.8M - $1.99M
|
69.6K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
69KNew |
$1.78M - $1.97M
|
69K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
65.7KNew |
$1.69M - $1.87M
|
65.7K
$1.98M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
65.1K+ 11.06% |
$1.68M - $1.86M
|
654K
$19.8M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
60.3K+ 395.38% |
$1.56M - $1.72M
|
75.6K
$2.28M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
53.3K+ 2.73% |
$1.38M - $1.52M
|
2M
$60.6M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
50.7K+ 5.63% |
$1.31M - $1.45M
|
952K
$28.8M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
49.5KNew |
$1.28M - $1.41M
|
49.5K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
41.7KNew |
$1.08M - $1.19M
|
41.7K
$1.26M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
33.7K+ 53.62% |
$869K - $961K
|
96.5K
$2.92M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
32.6K+ 42.32% |
$841K - $929K
|
110K
$3.31M
|
|