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 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
33.9K+ 7.1% |
$836K - $922K
|
511K
$14.8M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
32.2KNew |
$794K - $875K
|
32.2K
$931K
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
30.7K+ 6.27% |
$758K - $836K
|
521K
$15.1M
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
29.6KNew |
$729K - $804K
|
29.6K
$856K
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
28.8K+ 223.01% |
$709K - $782K
|
41.7K
$1.21M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
28.5K+ 65.31% |
$704K - $776K
|
72.2K
$2.09M
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
27.3K+ 13.38% |
$673K - $742K
|
231K
$6.69M
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
26.4KNew |
$651K - $718K
|
26.4K
$764K
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
26.3KNew |
$648K - $714K
|
26.3K
$760K
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
23.3K+ 11.12% |
$575K - $634K
|
233K
$6.74M
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23KNew |
$568K - $626K
|
23K
$666K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.9K+ 59.84% |
$564K - $622K
|
61K
$1.77M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
21.8K+ 759.57% |
$538K - $593K
|
24.7K
$714K
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
21.3KNew |
$524K - $578K
|
21.3K
$615K
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.8K+ 61.43% |
$488K - $539K
|
52K
$1.51M
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.6K+ 5.79% |
$485K - $534K
|
359K
$10.4M
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
19.1K+ 24.77% |
$471K - $520K
|
96.2K
$2.79M
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
18.8K+ 18.14% |
$463K - $510K
|
122K
$3.54M
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
17K+ 7.86% |
$420K - $463K
|
234K
$6.77M
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
17K+ 326.16% |
$420K - $463K
|
22.3K
$644K
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
16.6K+ 71.48% |
$410K - $452K
|
39.8K
$1.15M
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
15.7KNew |
$387K - $427K
|
15.7K
$454K
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
14.7K+ 4.0% |
$363K - $400K
|
383K
$11.1M
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
14.5K+ 33.6% |
$359K - $395K
|
57.8K
$1.67M
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
14.5KNew |
$358K - $395K
|
14.5K
$420K
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
14.4K+ 70.67% |
$354K - $390K
|
34.7K
$1M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.9K+ 137.11% |
$342K - $377K
|
24K
$694K
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13.8KNew |
$342K - $377K
|
13.8K
$401K
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
13.3K+ 26.33% |
$328K - $362K
|
63.8K
$1.85M
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
12.2K+ 1.02% |
$301K - $332K
|
1.21M
$34.9M
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
12.2K+ 12.01% |
$300K - $331K
|
114K
$3.29M
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11.9K+ 28.55% |
$293K - $323K
|
53.4K
$1.55M
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
11.1K+ 54.06% |
$273K - $301K
|
31.5K
$912K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10.9KNew |
$270K - $297K
|
10.9K
$316K
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
10.4K+ 84.01% |
$257K - $283K
|
22.8K
$661K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.4K+ 5.82% |
$256K - $282K
|
189K
$5.46M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.3K+ 3.41% |
$255K - $281K
|
313K
$9.07M
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
10.3KNew |
$253K - $279K
|
10.3K
$297K
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
10.1K+ 1.99% |
$248K - $273K
|
515K
$14.9M
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
10.1K+ 1.99% |
$248K - $273K
|
515K
$14.9M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.9K+ 4.22% |
$244K - $269K
|
244K
$7.07M
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
9.64K+ 3.85% |
$238K - $262K
|
260K
$7.52M
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9.28KNew |
$229K - $252K
|
9.28K
$269K
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
9.08KNew |
$224K - $247K
|
9.08K
$263K
|
|
Aug 14, 2024
Q2 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
8.91KNew |
$220K - $242K
|
8.91K
$258K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.41K+ 8.51% |
$208K - $229K
|
107K
$3.1M
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8.32K+ 8.14% |
$205K - $226K
|
111K
$3.2M
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
8.28K+ 28.75% |
$204K - $225K
|
37.1K
$1.07M
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
8.28K+ 33.69% |
$204K - $225K
|
32.8K
$950K
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
8.23KNew |
$203K - $224K
|
8.23K
$238K
|