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 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
8.57K+ 48.63% |
$221K - $244K
|
26.2K
$792K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
8.55K+ 5.47% |
$221K - $244K
|
165K
$4.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.26KNew |
$213K - $236K
|
8.26K
$250K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.24KNew |
$213K - $235K
|
8.24K
$249K
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
8.17KNew |
$211K - $233K
|
8.17K
$247K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
8.12KNew |
$210K - $232K
|
8.12K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8.1K+ 168.18% |
$209K - $231K
|
12.9K
$390K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.01K+ 65.33% |
$207K - $228K
|
20.3K
$613K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.98K+ 3.47% |
$206K - $228K
|
238K
$7.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
7.91K+ 18.74% |
$204K - $225K
|
50.1K
$1.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.87KNew |
$203K - $224K
|
7.87K
$238K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
7.8K+ 36.87% |
$201K - $222K
|
28.9K
$875K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
7.77K+ 9.15% |
$201K - $222K
|
92.7K
$2.8M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.75KNew |
$200K - $221K
|
7.75K
$234K
|
|
|
May 09, 2025
Q1 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
7.73KNew |
$200K - $221K
|
7.73K
$234K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
7.72KNew |
$199K - $220K
|
7.72K
$233K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
7.64KNew |
$197K - $218K
|
7.64K
$231K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.56K+ 5.28% |
$195K - $216K
|
151K
$4.56M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
7.5K+ 163.04% |
$194K - $214K
|
12.1K
$366K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.41K+ 90.57% |
$191K - $211K
|
15.6K
$472K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.39K+ 2.55% |
$191K - $211K
|
297K
$8.97M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
7.28K+ 3.81% |
$188K - $207K
|
198K
$5.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Flower City Capital
|
BUY
|
- |
7.27KNew |
$188K - $207K
|
7.27K
$220K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
6.96K+ 27.95% |
$180K - $199K
|
31.9K
$964K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.85K+ 25.25% |
$177K - $195K
|
34K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
6.83K+ 51.83% |
$176K - $195K
|
20K
$605K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
6.75KNew |
$174K - $192K
|
6.75K
$204K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
6.5K+ 1.35% |
$168K - $185K
|
489K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.46K+ 29.84% |
$167K - $184K
|
28.1K
$849K
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
6.05K+ 9.75% |
$156K - $173K
|
68.1K
$2.06M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
6.02K+ 33.2% |
$155K - $172K
|
24.2K
$731K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.72K+ 39.54% |
$148K - $163K
|
20.2K
$611K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
5.37K+ 14.63% |
$139K - $153K
|
42.1K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.27K+ 24.75% |
$136K - $150K
|
26.6K
$803K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.16K+ 41.61% |
$133K - $147K
|
17.6K
$531K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
5K+ 42.37% |
$129K - $143K
|
16.8K
$508K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.92K+ 0.57% |
$127K - $140K
|
874K
$26.4M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
4.73K+ 4.11% |
$122K - $135K
|
120K
$3.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.61KNew |
$119K - $131K
|
4.61K
$139K
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
4.43K+ 2.49% |
$114K - $126K
|
182K
$5.52M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
4.41K+ 3.39% |
$114K - $126K
|
134K
$4.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
4.24K+ 45.76% |
$109K - $121K
|
13.5K
$408K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
4.21K+ 16.53% |
$109K - $120K
|
29.7K
$897K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.1K+ 1.38% |
$106K - $117K
|
302K
$9.13M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.03K+ 3.87% |
$104K - $115K
|
108K
$3.27M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.94K+ 22.72% |
$102K - $112K
|
21.3K
$643K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
3.93K+ 2.62% |
$101K - $112K
|
154K
$4.66M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.79K+ 21.68% |
$97.8K - $108K
|
21.3K
$643K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
3.56K+ 1.63% |
$91.9K - $102K
|
222K
$6.72M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.47K+ 31.28% |
$89.6K - $99K
|
14.6K
$440K
|