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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
31.7K+ 6.32% |
$817K - $903K
|
533K
$16.1M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
31.7K+ 6.32% |
$817K - $903K
|
533K
$16.1M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
28.9KNew |
$746K - $824K
|
28.9K
$874K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
28.9KNew |
$746K - $824K
|
28.9K
$874K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
27.5KNew |
$710K - $785K
|
27.5K
$832K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
27.3K+ 23.67% |
$704K - $778K
|
142K
$4.31M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
26.8K+ 92.22% |
$692K - $764K
|
55.9K
$1.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
26.5K+ 26.31% |
$683K - $755K
|
127K
$3.84M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
23.5K+ 4.41% |
$606K - $670K
|
556K
$16.8M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
23.3K+ 15.24% |
$601K - $664K
|
176K
$5.32M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
23.2K+ 9.09% |
$600K - $663K
|
279K
$8.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
23.2KNew |
$599K - $662K
|
23.2K
$702K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
22.9K+ 20.79% |
$590K - $652K
|
133K
$4.01M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.2K+ 1.14% |
$574K - $634K
|
1.98M
$59.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
21.6K+ 133.07% |
$557K - $615K
|
37.8K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
19.3K+ 1.58% |
$498K - $551K
|
1.24M
$37.5M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
19.2K+ 2.77% |
$496K - $549K
|
712K
$21.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
18.6KNew |
$479K - $529K
|
18.6K
$561K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
18.1K+ 42.97% |
$467K - $516K
|
60.2K
$1.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
16.9K+ 14.06% |
$437K - $483K
|
137K
$4.15M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
16.9K+ 11.57% |
$435K - $481K
|
163K
$4.91M
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
BUY
|
- |
16.2K+ 4.99% |
$419K - $463K
|
342K
$10.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
16.1K+ 6.29% |
$416K - $460K
|
273K
$8.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
16.1K+ 8.74% |
$415K - $458K
|
200K
$6.05M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
15.8K+ 1890.29% |
$407K - $450K
|
16.6K
$502K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
15.7KNew |
$405K - $447K
|
15.7K
$474K
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
13K+ 1.25% |
$335K - $371K
|
1.05M
$31.8M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
12.9K+ 13.27% |
$333K - $368K
|
110K
$3.33M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
12.5K+ 105.26% |
$323K - $356K
|
24.4K
$737K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12.2KNew |
$316K - $349K
|
12.2K
$370K
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
12K+ 52.42% |
$309K - $342K
|
34.8K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
11.9K+ 82.26% |
$308K - $340K
|
26.4K
$799K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.6KNew |
$299K - $331K
|
11.6K
$351K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$274K - $303K
|
10.6K
$321K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10.6K+ 93.57% |
$273K - $302K
|
21.9K
$661K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
10.4K+ 120.63% |
$269K - $298K
|
19.1K
$577K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
10.3KNew |
$265K - $292K
|
10.3K
$310K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
10.2K+ 8.75% |
$264K - $292K
|
127K
$3.85M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
10.1KNew |
$260K - $287K
|
10.1K
$305K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.96K+ 5.2% |
$257K - $284K
|
201K
$6.09M
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
9.64KNew |
$249K - $275K
|
9.64K
$291K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
9.36KNew |
$242K - $267K
|
9.36K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
9.25KNew |
$239K - $264K
|
9.25K
$280K
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
9.13KNew |
$236K - $260K
|
9.13K
$276K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.03K+ 11.73% |
$233K - $258K
|
86.1K
$2.6M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
9.02K+ 11.2% |
$233K - $257K
|
89.5K
$2.71M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
8.92KNew |
$230K - $254K
|
8.92K
$270K
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
8.63K+ 1178.28% |
$223K - $246K
|
9.36K
$283K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
8.6K+ 3.82% |
$222K - $245K
|
233K
$7.06M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.6KNew |
$222K - $245K
|
8.6K
$260K
|