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 |
|---|---|---|---|---|---|---|---|
|
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
$13.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
474+ 18.48% |
$12.1K - $14K
|
3.04K
$83.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
464+ 5.42% |
$11.8K - $13.7K
|
9.03K
$248K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
463New |
$11.8K - $13.7K
|
463
$12.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
460+ 0.25% |
$11.7K - $13.6K
|
186K
$5.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
446+ 3.41% |
$11.4K - $13.2K
|
13.5K
$371K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
419+ 4.0% |
$10.7K - $12.4K
|
10.9K
$299K
|
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
400+ 2.3% |
$10.2K - $11.8K
|
17.8K
$489K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
390+ 1.54% |
$9.93K - $11.5K
|
25.6K
$704K
|
|
|
Nov 08, 2024
Q3 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
375+ 2.4% |
$9.54K - $11.1K
|
16K
$438K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
365+ 0.11% |
$9.29K - $10.8K
|
320K
$8.77M
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
343+ 0.55% |
$8.73K - $10.1K
|
63.1K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
340+ 17000.0% |
$8.65K - $10K
|
342
$9.39K
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
328+ 0.76% |
$8.35K - $9.69K
|
43.7K
$1.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
327+ 1.71% |
$8.32K - $9.66K
|
19.5K
$534K
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
320+ 2.81% |
$8.14K - $9.45K
|
11.7K
$321K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
319+ 1.18% |
$8.12K - $9.42K
|
27.3K
$749K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
308New |
$7.84K - $9.1K
|
308
$8.45K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
307+ 0.55% |
$7.81K - $9.07K
|
56.1K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
296+ 1.64% |
$7.53K - $8.74K
|
18.4K
$504K
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
295+ 0.54% |
$7.51K - $8.71K
|
55.2K
$1.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
293+ 2.44% |
$7.46K - $8.65K
|
12.3K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
287+ 0.68% |
$7.3K - $8.48K
|
42.6K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
270+ 3.51% |
$6.87K - $7.97K
|
7.95K
$218K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
270+ 1.49% |
$6.87K - $7.97K
|
18.4K
$505K
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
266+ 0.54% |
$6.77K - $7.85K
|
49.7K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
257+ 0.53% |
$6.54K - $7.59K
|
49.1K
$1.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
253+ 3.35% |
$6.44K - $7.47K
|
7.8K
$214K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
252+ 1.25% |
$6.41K - $7.44K
|
20.4K
$561K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
237+ 0.93% |
$6.03K - $7K
|
25.6K
$704K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
221+ 1.36% |
$5.62K - $6.53K
|
16.5K
$453K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
219+ 2.14% |
$5.57K - $6.47K
|
10.5K
$287K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
208+ 2.24% |
$5.29K - $6.14K
|
9.49K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
200New |
$5.09K - $5.91K
|
200
$5.49K
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
200+ 0.22% |
$5.09K - $5.91K
|
89.6K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
194+ 4.27% |
$4.94K - $5.73K
|
4.73K
$130K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
178+ 2.16% |
$4.53K - $5.26K
|
8.41K
$231K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
174+ 0.26% |
$4.43K - $5.14K
|
66K
$1.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
164+ 0.62% |
$4.17K - $4.84K
|
26.4K
$725K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
140New |
$3.56K - $4.13K
|
140
$3.84K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
131New |
$3.33K - $3.87K
|
131
$3.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
121+ 1.49% |
$3.08K - $3.57K
|
8.22K
$226K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
108New |
$2.75K - $3.19K
|
108
$2.96K
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
103+ 0.58% |
$2.62K - $3.04K
|
17.9K
$490K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
99+ 7.0% |
$2.52K - $2.92K
|
1.51K
$41.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
91New |
$2.32K - $2.69K
|
91
$2.5K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
89+ 1.0% |
$2.27K - $2.63K
|
8.98K
$246K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
80+ 0.65% |
$2.04K - $2.36K
|
12.3K
$338K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
71+ 0.31% |
$1.81K - $2.1K
|
23K
$630K
|