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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.38KNew |
$87.2K - $96.4K
|
3.38K
$102K
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
3.29K+ 3.99% |
$84.9K - $93.8K
|
85.8K
$2.59M
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
3.26K+ 4.28% |
$84.2K - $93K
|
79.5K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.25K+ 14.02% |
$83.9K - $92.7K
|
26.4K
$799K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
3.05K+ 8.15% |
$78.6K - $86.8K
|
40.4K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
3.02K+ 2.0% |
$77.8K - $86K
|
154K
$4.65M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.01K+ 11.14% |
$77.8K - $86K
|
30.1K
$909K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.92K+ 16.55% |
$75.4K - $83.4K
|
20.6K
$622K
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
2.85K+ 26.9% |
$73.5K - $81.3K
|
13.4K
$406K
|
|
|
Apr 25, 2025
Q1 2025
|
Bck Partners, Inc.
|
BUY
|
- |
2.64K+ 2.66% |
$68.1K - $75.2K
|
102K
$3.08M
|
|
|
May 12, 2025
Q1 2025
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
BUY
|
- |
2.58K+ 1.11% |
$66.6K - $73.6K
|
235K
$7.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.44K+ 2.58% |
$62.9K - $69.5K
|
96.8K
$2.93M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.4K+ 25.12% |
$62K - $68.5K
|
12K
$362K
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.33K+ 8.88% |
$60.1K - $66.5K
|
28.6K
$864K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.27K+ 59.6% |
$58.6K - $64.7K
|
6.08K
$184K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.27K+ 1.83% |
$58.5K - $64.6K
|
126K
$3.81M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.2K+ 16.77% |
$56.8K - $62.7K
|
15.3K
$463K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.19K+ 18.45% |
$56.5K - $62.5K
|
14.1K
$425K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.18K+ 2.45% |
$56.3K - $62.2K
|
91.1K
$2.75M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.16K+ 6.04% |
$55.8K - $61.7K
|
38K
$1.15M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2.05K+ 2.04% |
$52.9K - $58.4K
|
103K
$3.11M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.01K+ 9.71% |
$51.9K - $57.4K
|
22.7K
$687K
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.99K+ 4.38% |
$51.4K - $56.8K
|
47.5K
$1.44M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
1.93K+ 3.69% |
$49.7K - $54.9K
|
54.2K
$1.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.93K+ 7.21% |
$49.7K - $54.9K
|
28.6K
$866K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.91K+ 12.78% |
$49.2K - $54.4K
|
16.8K
$509K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.83K+ 23.05% |
$47.3K - $52.3K
|
9.79K
$296K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.77K+ 30.47% |
$45.7K - $50.5K
|
7.58K
$229K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.72K+ 1.66% |
$44.4K - $49.1K
|
105K
$3.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
1.71K+ 4.48% |
$44.1K - $48.7K
|
39.8K
$1.2M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.69K+ 3.22% |
$43.7K - $48.3K
|
54.2K
$1.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.56K+ 20.73% |
$40.2K - $44.5K
|
9.08K
$274K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.54KNew |
$39.8K - $44K
|
1.54K
$46.6K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.53K+ 9.96% |
$39.5K - $43.6K
|
16.9K
$510K
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
BUY
|
- |
1.44K+ 3.34% |
$37.1K - $41K
|
44.4K
$1.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.42K+ 6.69% |
$36.7K - $40.6K
|
22.7K
$686K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.33K+ 5.95% |
$34.2K - $37.8K
|
23.6K
$713K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
1.26K+ 11.26% |
$32.4K - $35.8K
|
12.4K
$375K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.25K+ 0.57% |
$32.3K - $35.7K
|
223K
$6.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.23KNew |
$31.7K - $35K
|
1.23K
$37.1K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.15K+ 1.13% |
$29.6K - $32.7K
|
103K
$3.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.11K+ 3.03% |
$28.6K - $31.6K
|
37.6K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.08K+ 2.51% |
$28K - $30.9K
|
44.3K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.02K+ 5.14% |
$26.3K - $29.1K
|
20.8K
$630K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.01K+ 1.69% |
$26.1K - $28.8K
|
60.7K
$1.83M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
933+ 6.01% |
$24.1K - $26.6K
|
16.5K
$498K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
863+ 4.35% |
$22.3K - $24.6K
|
20.7K
$625K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
857+ 10.46% |
$22.1K - $24.4K
|
9.05K
$274K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
855+ 106.88% |
$22.1K - $24.4K
|
1.66K
$50K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
800New |
$20.6K - $22.8K
|
800
$24.2K
|