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 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
791+ 0.4% |
$20.4K - $22.6K
|
197K
$5.94M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
780+ 3.23% |
$20.1K - $22.2K
|
24.9K
$752K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
759+ 1.59% |
$19.6K - $21.6K
|
48.6K
$1.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
756+ 5.71% |
$19.5K - $21.6K
|
14K
$423K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
708+ 8.38% |
$18.3K - $20.2K
|
9.15K
$277K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
708+ 4.59% |
$18.3K - $20.2K
|
16.1K
$488K
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
700+ 4.9% |
$18.1K - $20K
|
15K
$453K
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
695+ 3.67% |
$17.9K - $19.8K
|
19.6K
$594K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
658+ 3.3% |
$17K - $18.8K
|
20.6K
$622K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
620+ 1.14% |
$16K - $17.7K
|
55.1K
$1.67M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
618New |
$16K - $17.6K
|
618
$18.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
602+ 6.66% |
$15.5K - $17.2K
|
9.64K
$291K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
600+ 5.95% |
$15.5K - $17.1K
|
10.7K
$323K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
591+ 20.55% |
$15.3K - $16.9K
|
3.47K
$105K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
542+ 2.88% |
$14K - $15.5K
|
19.4K
$585K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
529+ 534.34% |
$13.7K - $15.1K
|
628
$19K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
521New |
$13.4K - $14.9K
|
521
$15.7K
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
517New |
$13.3K - $14.7K
|
517
$15.6K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
516+ 5.68% |
$13.3K - $14.7K
|
9.6K
$290K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
494+ 4.79% |
$12.8K - $14.1K
|
10.8K
$327K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
493New |
$12.7K - $14.1K
|
493
$14.9K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
472+ 1.86% |
$12.2K - $13.5K
|
25.8K
$781K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
460New |
$11.9K - $13.1K
|
460
$13.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
424+ 0.7% |
$10.9K - $12.1K
|
60.8K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
420+ 2.26% |
$10.8K - $12K
|
19K
$574K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
366+ 1.21% |
$9.45K - $10.4K
|
30.7K
$929K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
357+ 4.2% |
$9.21K - $10.2K
|
8.87K
$268K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
350+ 4.49% |
$9.03K - $9.98K
|
8.14K
$246K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
347+ 3.15% |
$8.96K - $9.9K
|
11.4K
$344K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
311+ 27.94% |
$8.03K - $8.87K
|
1.42K
$43K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
309+ 1.54% |
$7.98K - $8.81K
|
20.4K
$617K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
277+ 0.15% |
$7.15K - $7.9K
|
180K
$5.45M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
270+ 1.76% |
$6.97K - $7.7K
|
15.6K
$473K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
264+ 2.03% |
$6.81K - $7.53K
|
13.3K
$402K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
240New |
$6.19K - $6.84K
|
240
$7.26K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
232New |
$5.99K - $6.62K
|
232
$7.01K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
218+ 93.16% |
$5.63K - $6.22K
|
452
$13.7K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
188+ 0.17% |
$4.85K - $5.36K
|
114K
$3.44M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
185+ 0.19% |
$4.77K - $5.28K
|
96K
$2.9M
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
179+ 0.27% |
$4.62K - $5.11K
|
66.2K
$2M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
172+ 0.95% |
$4.44K - $4.91K
|
18.2K
$550K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
154+ 0.2% |
$3.97K - $4.39K
|
78.3K
$2.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
141+ 42.22% |
$3.64K - $4.02K
|
475
$14.4K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
129+ 0.99% |
$3.33K - $3.68K
|
13.2K
$398K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
129New |
$3.33K - $3.68K
|
129
$3.9K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
122+ 1.13% |
$3.15K - $3.48K
|
11K
$331K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100New |
$2.58K - $2.85K
|
100
$3.02K
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
95+ 1.11% |
$2.45K - $2.71K
|
8.63K
$261K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
92New |
$2.37K - $2.62K
|
92
$2.78K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
84+ 0.37% |
$2.17K - $2.4K
|
22.8K
$690K
|