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 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.71K+ 4.65% |
$43.5K - $50.5K
|
38.5K
$1.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
1.7K+ 12.33% |
$43.3K - $50.2K
|
15.5K
$427K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
1.66KNew |
$42.3K - $49.1K
|
1.66K
$45.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.66K+ 14.58% |
$42.2K - $48.9K
|
13K
$359K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
1.56K+ 3.22% |
$39.7K - $46.1K
|
50K
$1.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.52K+ 6.14% |
$38.6K - $44.7K
|
26.2K
$722K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
1.49K+ 9.05% |
$37.9K - $44K
|
18K
$496K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
1.49K+ 8.47% |
$37.8K - $43.9K
|
19K
$525K
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.48K+ 17.08% |
$37.7K - $43.7K
|
10.2K
$280K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
1.39K+ 2.61% |
$35.5K - $41.2K
|
54.7K
$1.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.31K+ 2.26% |
$33.3K - $38.6K
|
59K
$1.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.31K+ 4.13% |
$33.2K - $38.6K
|
32.9K
$909K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 8.75% |
$32.7K - $37.9K
|
16K
$441K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1.27K+ 21183.33% |
$32.3K - $37.5K
|
1.28K
$35.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.25KNew |
$31.8K - $36.9K
|
1.25K
$34.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.16K+ 3060.53% |
$29.6K - $34.3K
|
1.2K
$33.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.09KNew |
$27.7K - $32.2K
|
1.09K
$30.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.08K+ 4.17% |
$27.5K - $32K
|
27K
$746K
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.07K+ 5.18% |
$27.2K - $31.5K
|
21.7K
$598K
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.04K+ 3.16% |
$26.4K - $30.7K
|
33.9K
$935K
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.02K+ 1.97% |
$26K - $30.1K
|
52.9K
$1.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
984+ 1.72% |
$25K - $29.1K
|
58.3K
$1.61M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
977+ 0.22% |
$24.9K - $28.9K
|
453K
$12.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
908+ 0.46% |
$23.1K - $26.8K
|
198K
$5.48M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
886+ 5.74% |
$22.5K - $26.2K
|
16.3K
$450K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
877+ 6.26% |
$22.3K - $25.9K
|
14.9K
$411K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
873+ 4.69% |
$22.2K - $25.8K
|
19.5K
$538K
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
842+ 9.45% |
$21.4K - $24.9K
|
9.75K
$269K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
817+ 1.5% |
$20.8K - $24.1K
|
55.4K
$1.53M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
798+ 1.44% |
$20.3K - $23.6K
|
56.2K
$1.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Olio Financial Planning
|
BUY
|
- |
783+ 0.32% |
$19.9K - $23.1K
|
247K
$6.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
768+ 6.35% |
$19.5K - $22.7K
|
12.9K
$355K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
762+ 0.69% |
$19.4K - $22.5K
|
111K
$3.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
740+ 1.93% |
$18.8K - $21.9K
|
39K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
719+ 2.05% |
$18.3K - $21.2K
|
35.8K
$987K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
630+ 112.3% |
$16K - $18.6K
|
1.19K
$32.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Bck Partners, Inc.
|
BUY
|
- |
620+ 0.48% |
$15.8K - $18.3K
|
129K
$3.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
613New |
$15.6K - $18.1K
|
613
$16.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
608+ 1.58% |
$15.5K - $18K
|
39.1K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
584+ 5.18% |
$14.9K - $17.2K
|
11.9K
$327K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
558+ 0.34% |
$14.2K - $16.5K
|
165K
$4.56M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
554+ 1.72% |
$14.1K - $16.4K
|
32.7K
$903K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
528+ 1.52% |
$13.4K - $15.6K
|
35.4K
$976K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
526+ 2.06% |
$13.4K - $15.5K
|
26.1K
$721K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
525+ 2.69% |
$13.4K - $15.5K
|
20.1K
$554K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
509+ 0.39% |
$13K - $15K
|
131K
$3.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
500New |
$12.7K - $14.8K
|
500
$13.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
498+ 4.55% |
$12.7K - $14.7K
|
11.4K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
492+ 14.03% |
$12.5K - $14.5K
|
4K
$110K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
478New |
$12.2K - $14.1K
|
478
$13.2K
|