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 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
22.5KNew |
$537K - $588K
|
22.5K
$652K
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
9.63KNew |
$230K - $251K
|
9.63K
$279K
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
BUY
|
- |
4.48K+ 448400.0% |
$107K - $117K
|
4.49K
$130K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
PUT |
1.4KNew |
$33.4K - $36.6K
|
1.4K
$40.5K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
1.2KNew |
$28.6K - $31.3K
|
1.2K
$34.7K
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.18KNew |
$28.1K - $30.8K
|
1.18K
$34.2K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.03KNew |
$24.4K - $26.8K
|
1.03K
$29.7K
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
299New |
$7.13K - $7.81K
|
299
$8.65K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
224New |
$5.34K - $5.85K
|
224
$6.48K
|
|
Oct 19, 2023
Q3 2023
|
Blossom Wealth Management
|
BUY
|
- |
128+ 0.69% |
$3.05K - $3.34K
|
18.6K
$539K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
74New |
$1.76K - $1.93K
|
74
$2.14K
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
40New |
$953 - $1.04K
|
40
$1.16K
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
33New |
$786 - $862
|
33
$955
|
|
Nov 01, 2023
Q3 2023
|
Gs Investments, Inc.
|
BUY
|
- |
10+ 1.1% |
$238 - $261
|
915
$26.5K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
6New |
$143 - $157
|
6
$174
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
76KNew |
$1.8M - $1.94M
|
76K
$2.2M
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
33KNew |
$780K - $842K
|
33K
$954K
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
24.4KNew |
$578K - $624K
|
24.4K
$707K
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
15.7KNew |
$373K - $402K
|
15.7K
$456K
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
11.3KNew |
$268K - $289K
|
11.3K
$328K
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
9.22KNew |
$218K - $236K
|
9.22K
$267K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.45KNew |
$200K - $216K
|
8.45K
$244K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
8.4K+ 1.27% |
$199K - $215K
|
670K
$19.4M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6.4KNew |
$151K - $163K
|
6.4K
$185K
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
4.5KNew |
$106K - $115K
|
4.5K
$130K
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
3.22K+ 35.51% |
$76.1K - $82.2K
|
12.3K
$355K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.93K+ 1.68% |
$45.7K - $49.3K
|
117K
$3.39M
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.76KNew |
$41.5K - $44.8K
|
1.76K
$50.8K
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.55K+ 10.35% |
$36.6K - $39.6K
|
16.5K
$478K
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
1.2KNew |
$28.3K - $30.6K
|
1.2K
$34.7K
|
|
Jul 27, 2023
Q2 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
1.02K+ 0.75% |
$24.1K - $26K
|
137K
$3.97M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
858New |
$20.3K - $21.9K
|
858
$24.8K
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
750New |
$17.7K - $19.2K
|
750
$21.7K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
252+ 8.32% |
$5.96K - $6.44K
|
3.28K
$95K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
196+ 0.48% |
$4.64K - $5.01K
|
40.7K
$1.18M
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
169+ 20.53% |
$4K - $4.32K
|
992
$28.7K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
137New |
$3.24K - $3.5K
|
137
$3.96K
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
114+ 0.19% |
$2.7K - $2.91K
|
59.8K
$1.73M
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
96+ 0.04% |
$2.27K - $2.45K
|
229K
$6.62M
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
10+ 0.16% |
$237 - $255
|
6.09K
$176K
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
9New |
$213 - $230
|
9
$260
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
7New |
$166 - $179
|
7
$203
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
4+ 0.65% |
$94.6 - $102
|
618
$17.9K
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
2+ 0.89% |
$47.3 - $51.1
|
227
$6.57K
|
|
Aug 09, 2023
Q2 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
1New |
$23.7 - $25.5
|
1
$28.9
|
|
Jul 10, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2023 | |||||||
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
204KNew |
$4.76M - $5.39M
|
204K
$5.91M
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
80.9KNew |
$1.89M - $2.14M
|
80.9K
$2.34M
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
21.2KNew |
$495K - $560K
|
21.2K
$614K
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
13.9KNew |
$324K - $367K
|
13.9K
$403K
|