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 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
9.47KNew |
$222K - $241K
|
9.47K
$263K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
6.68KNew |
$157K - $170K
|
6.68K
$185K
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
2.3K+ 16.86% |
$54K - $58.5K
|
15.9K
$442K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.59KNew |
$37.2K - $40.3K
|
1.59K
$44K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.52KNew |
$35.6K - $38.6K
|
1.52K
$42K
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.37KNew |
$32.2K - $35K
|
1.37K
$38.1K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
806New |
$18.9K - $20.5K
|
806
$22.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
652+ 2.79% |
$15.3K - $16.6K
|
24K
$666K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
465+ 5.13% |
$10.9K - $11.8K
|
9.54K
$264K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
395New |
$9.27K - $10.1K
|
395
$11K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
280New |
$6.57K - $7.13K
|
280
$7.76K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
244New |
$5.73K - $6.21K
|
244
$6.77K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
195+ 47.79% |
$4.58K - $4.96K
|
603
$16.7K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
173New |
$4.06K - $4.4K
|
173
$4.8K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
144New |
$3.38K - $3.66K
|
144
$3.99K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
134New |
$3.14K - $3.41K
|
134
$3.72K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
125New |
$2.93K - $3.18K
|
125
$3.47K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
121+ 28.81% |
$2.84K - $3.08K
|
541
$15K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
103New |
$2.42K - $2.62K
|
103
$2.86K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
100New |
$2.35K - $2.55K
|
100
$2.77K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
83New |
$1.95K - $2.11K
|
83
$2.3K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
60New |
$1.41K - $1.53K
|
60
$1.66K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
58+ 8.96% |
$1.36K - $1.48K
|
705
$19.5K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
42New |
$986 - $1.07K
|
42
$1.16K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
33New |
$775 - $840
|
33
$915
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
29+ 9.24% |
$681 - $738
|
343
$9.51K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
8New |
$188 - $204
|
8
$222
|
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1+ 0.01% |
$23.5 - $25.5
|
9.19K
$255K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
80.1KNew |
$1.84M - $1.99M
|
80.1K
$2.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
77.3KNew |
$1.78M - $1.92M
|
77.3K
$2.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
52.4KNew |
$1.21M - $1.31M
|
52.4K
$1.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
48.1KNew |
$1.11M - $1.2M
|
48.1K
$1.33M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
45K+ 8.8% |
$1.04M - $1.12M
|
557K
$15.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
33.8KNew |
$779K - $842K
|
33.8K
$938K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
26.6K+ 79.27% |
$614K - $663K
|
60.2K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
20.5KNew |
$472K - $510K
|
20.5K
$568K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
18.3K+ 168.15% |
$422K - $456K
|
29.2K
$809K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
11.9K+ 633.39% |
$275K - $297K
|
13.8K
$383K
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
10.1KNew |
$233K - $252K
|
10.1K
$281K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
9.57KNew |
$221K - $238K
|
9.57K
$265K
|
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
9.14KNew |
$211K - $228K
|
9.14K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
9.13KNew |
$210K - $227K
|
9.13K
$253K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
8.59KNew |
$198K - $214K
|
8.59K
$238K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
8.44KNew |
$194K - $210K
|
8.44K
$234K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
8.22KNew |
$189K - $205K
|
8.22K
$228K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8.11KNew |
$187K - $202K
|
8.11K
$225K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6.67KNew |
$154K - $166K
|
6.67K
$185K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.33K+ 26.17% |
$123K - $133K
|
25.7K
$712K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.02K+ 45.94% |
$92.5K - $99.9K
|
12.8K
$354K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
3.01KNew |
$69.3K - $74.9K
|
3.01K
$83.4K
|
|