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 |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
463New |
$11.8K - $13.7K
|
463
$13.4K
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
460+ 0.25% |
$11.7K - $13.6K
|
186K
$5.39M
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
400+ 2.3% |
$10.2K - $11.8K
|
17.8K
$516K
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
365+ 0.11% |
$9.29K - $10.8K
|
320K
$9.25M
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
343+ 0.55% |
$8.73K - $10.1K
|
63.1K
$1.83M
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
327+ 1.71% |
$8.32K - $9.66K
|
19.5K
$563K
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
320+ 2.81% |
$8.14K - $9.45K
|
11.7K
$338K
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
295+ 0.54% |
$7.51K - $8.71K
|
55.2K
$1.6M
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
270+ 1.49% |
$6.87K - $7.97K
|
18.4K
$532K
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
253+ 3.35% |
$6.44K - $7.47K
|
7.8K
$226K
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
221+ 1.36% |
$5.62K - $6.53K
|
16.5K
$477K
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
219+ 2.14% |
$5.57K - $6.47K
|
10.5K
$303K
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
200+ 0.22% |
$5.09K - $5.91K
|
89.6K
$2.59M
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
140New |
$3.56K - $4.13K
|
140
$4.05K
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
108New |
$2.75K - $3.19K
|
108
$3.13K
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
89+ 1.0% |
$2.27K - $2.63K
|
8.98K
$260K
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
80+ 0.65% |
$2.04K - $2.36K
|
12.3K
$357K
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
65+ 0.6% |
$1.65K - $1.92K
|
11K
$317K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
40+ 0.28% |
$1.02K - $1.18K
|
14.5K
$419K
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
37+ 17.54% |
$942 - $1.09K
|
248
$7.18K
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
35+ 0.42% |
$891 - $1.03K
|
8.27K
$239K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13+ 22.41% |
$331 - $384
|
71
$2.05K
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
12+ 0.09% |
$305 - $354
|
12.9K
$372K
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8+ 0.09% |
$204 - $236
|
8.46K
$245K
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$102 - $118
|
15.6K
$451K
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
3+ 0.03% |
$76.4 - $88.6
|
11.8K
$343K
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.38% |
$25.5 - $29.5
|
265
$7.67K
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.19% |
$25.5 - $29.5
|
518
$15K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.16% |
$25.5 - $29.5
|
623
$18K
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.25% |
$25.5 - $29.5
|
401
$11.6K
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.16% |
$25.5 - $29.5
|
646
$18.7K
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
87M+ 714.18% |
$2.15B - $2.37B
|
99.2M
$2.87B
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.21MNew |
$79.2M - $87.3M
|
3.21M
$92.9M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.43M+ 24.52% |
$35.3M - $38.9M
|
7.26M
$210M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
353K+ 3236.23% |
$8.71M - $9.6M
|
364K
$10.5M
|
|
Jul 24, 2024
Q2 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
202K+ 106.66% |
$4.99M - $5.5M
|
392K
$11.3M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
192K+ 10.27% |
$4.74M - $5.23M
|
2.06M
$59.8M
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
163KNew |
$4.03M - $4.45M
|
163K
$4.73M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
152K+ 897.68% |
$3.76M - $4.14M
|
169K
$4.9M
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
115KNew |
$2.83M - $3.12M
|
115K
$3.32M
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
103KNew |
$2.55M - $2.81M
|
103K
$2.99M
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
87.7K+ 243.31% |
$2.16M - $2.39M
|
124K
$3.58M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
72.8K+ 151.82% |
$1.8M - $1.98M
|
121K
$3.49M
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
71.6K+ 5.49% |
$1.77M - $1.95M
|
1.38M
$39.8M
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
68.7KNew |
$1.7M - $1.87M
|
68.7K
$1.99M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
59.9K+ 6.35% |
$1.48M - $1.63M
|
1M
$29.1M
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
58.5KNew |
$1.44M - $1.59M
|
58.5K
$1.69M
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
44.6KNew |
$1.1M - $1.21M
|
44.6K
$1.29M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
41.3K+ 259.73% |
$1.02M - $1.12M
|
57.2K
$1.65M
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
BUY
|
- |
39.8K+ 22.07% |
$981K - $1.08M
|
220K
$6.37M
|