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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.24KNew |
$59.6K - $67.7K
|
2.24K
$67.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.05K+ 5.81% |
$54.6K - $62K
|
37.3K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2.05KNew |
$54.5K - $61.9K
|
2.05K
$61.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1.75K+ 488.3% |
$46.7K - $53K
|
2.11K
$63.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
1.41KNew |
$37.4K - $42.5K
|
1.41K
$42.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.35KNew |
$36.1K - $40.9K
|
1.35K
$40.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.35K+ 132.91% |
$35.8K - $40.7K
|
2.36K
$71.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.2K+ 21.41% |
$32K - $36.3K
|
6.81K
$206K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.2KNew |
$31.8K - $36.1K
|
1.2K
$36.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.09KNew |
$29.1K - $33.1K
|
1.09K
$33.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.08KNew |
$28.7K - $32.6K
|
1.08K
$32.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.02K+ 2.44% |
$27.1K - $30.8K
|
42.8K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
984+ 5788.24% |
$26.2K - $29.7K
|
1K
$30.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
887+ 2.31% |
$23.6K - $26.8K
|
39.4K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
782+ 4600.0% |
$20.8K - $23.6K
|
799
$24.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
728New |
$19.4K - $22K
|
728
$22K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
666New |
$17.7K - $20.1K
|
666
$20.1K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
584New |
$15.6K - $17.7K
|
584
$17.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
580+ 3.57% |
$15.4K - $17.5K
|
16.8K
$509K
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
BUY
|
- |
575+ 62.84% |
$15.3K - $17.4K
|
1.49K
$45K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
461+ 2.84% |
$12.3K - $13.9K
|
16.7K
$504K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
438+ 19.79% |
$11.7K - $13.2K
|
2.65K
$80.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
394New |
$10.5K - $11.9K
|
394
$11.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
366+ 3.67% |
$9.75K - $11.1K
|
10.3K
$312K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
334+ 8.35% |
$8.89K - $10.1K
|
4.33K
$131K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
275+ 2.84% |
$7.32K - $8.31K
|
9.97K
$301K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
271+ 2.84% |
$7.22K - $8.19K
|
9.83K
$297K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
257New |
$6.84K - $7.77K
|
257
$7.77K
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
233+ 2.69% |
$6.2K - $7.04K
|
8.88K
$268K
|
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
231+ 2.85% |
$6.15K - $6.98K
|
8.34K
$252K
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
189+ 6.37% |
$5.03K - $5.71K
|
3.16K
$95.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
161+ 143.75% |
$4.29K - $4.87K
|
273
$8.25K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
111New |
$2.96K - $3.36K
|
111
$3.36K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
102+ 2.84% |
$2.72K - $3.08K
|
3.69K
$112K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
93+ 1.0% |
$2.48K - $2.81K
|
9.38K
$284K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
70+ 50.36% |
$1.86K - $2.12K
|
209
$6.32K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
68+ 1133.33% |
$1.81K - $2.06K
|
74
$2.24K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
51New |
$1.36K - $1.54K
|
51
$1.54K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
48+ 1.75% |
$1.28K - $1.45K
|
2.79K
$84.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
46New |
$1.22K - $1.39K
|
46
$1.39K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
43New |
$1.15K - $1.3K
|
43
$1.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
38+ 0.41% |
$1.01K - $1.15K
|
9.25K
$280K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
36+ 1.53% |
$959 - $1.09K
|
2.38K
$72K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
33+ 0.21% |
$879 - $998
|
15.5K
$469K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
31+ 2.84% |
$826 - $937
|
1.12K
$33.9K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
29New |
$772 - $877
|
29
$877
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
27New |
$719 - $816
|
27
$816
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
22New |
$586 - $665
|
22
$665
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
20+ 0.02% |
$533 - $605
|
120K
$3.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
17+ 2.73% |
$453 - $514
|
640
$19.3K
|