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 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
14.5K+ 7.43% |
$368K - $427K
|
209K
$5.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
14K+ 2.74% |
$356K - $414K
|
525K
$14.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
14KNew |
$356K - $413K
|
14K
$384K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.8K+ 2.73% |
$327K - $379K
|
483K
$13.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
12.8K+ 150.49% |
$325K - $377K
|
21.3K
$584K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.4K+ 26.03% |
$316K - $367K
|
60.2K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
12.4K+ 10.03% |
$316K - $367K
|
136K
$3.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
12.4KNew |
$315K - $365K
|
12.4K
$340K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
12K+ 111.11% |
$305K - $354K
|
22.8K
$626K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
11.9K+ 30.47% |
$304K - $353K
|
51.1K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.9KNew |
$302K - $351K
|
11.9K
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
11KNew |
$281K - $326K
|
11K
$303K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
10.9K+ 76.24% |
$278K - $323K
|
25.3K
$694K
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
10.8K+ 3.12% |
$275K - $319K
|
358K
$9.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
10.5K+ 2.75% |
$268K - $311K
|
393K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.2K+ 1.59% |
$260K - $301K
|
654K
$17.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.84K+ 0.93% |
$251K - $291K
|
1.07M
$29.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
9.69KNew |
$247K - $286K
|
9.69K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
9.28K+ 1.3% |
$236K - $274K
|
725K
$19.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
9.15KNew |
$233K - $270K
|
9.15K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.02K+ 10.19% |
$230K - $266K
|
97.6K
$2.68M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
9K+ 19.57% |
$229K - $266K
|
55K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
8.8KNew |
$224K - $260K
|
8.8K
$242K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
8.73K+ 7.68% |
$222K - $258K
|
122K
$3.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.72K+ 14.29% |
$222K - $258K
|
69.8K
$1.92M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
8.44K+ 0.57% |
$215K - $249K
|
1.5M
$41.2M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.37KNew |
$213K - $247K
|
8.37K
$230K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
7.88KNew |
$201K - $233K
|
7.88K
$216K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.75KNew |
$197K - $229K
|
7.75K
$213K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
7.59K+ 9.4% |
$193K - $224K
|
88.4K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.59K+ 0.84% |
$193K - $224K
|
910K
$25M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
7.49KNew |
$191K - $221K
|
7.49K
$206K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
7.39KNew |
$188K - $218K
|
7.39K
$203K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.27KNew |
$185K - $215K
|
7.27K
$200K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
7.21K+ 8.3% |
$183K - $213K
|
94K
$2.58M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
7.2K+ 27.3% |
$183K - $213K
|
33.6K
$922K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
7.08KNew |
$180K - $209K
|
7.08K
$194K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
7.06KNew |
$180K - $208K
|
7.06K
$194K
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
6.76K+ 4.65% |
$172K - $200K
|
152K
$4.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
6.67KNew |
$170K - $197K
|
6.67K
$183K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
6.47K+ 11.06% |
$165K - $191K
|
65K
$1.78M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
6.19K+ 61.31% |
$158K - $183K
|
16.3K
$447K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.11K+ 6.74% |
$156K - $181K
|
96.8K
$2.66M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.89K+ 2.52% |
$150K - $174K
|
240K
$6.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
5.65K+ 7.63% |
$144K - $167K
|
79.7K
$2.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5.6K+ 60.31% |
$143K - $165K
|
14.9K
$409K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
5.34K+ 14.16% |
$136K - $158K
|
43K
$1.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
5.33K+ 2.03% |
$136K - $158K
|
268K
$7.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
5.26K+ 1.53% |
$134K - $155K
|
349K
$9.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.11K+ 2.95% |
$130K - $151K
|
178K
$4.89M
|