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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
559K+ 7.16% |
$14.9M - $16.9M
|
8.37M
$228M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
257KNew |
$6.84M - $7.76M
|
257K
$7M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
256K+ 122.02% |
$6.83M - $7.75M
|
467K
$12.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
192KNew |
$5.1M - $5.79M
|
192K
$5.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
182K+ 720.25% |
$4.84M - $5.49M
|
207K
$5.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
158K+ 28.19% |
$4.22M - $4.79M
|
721K
$19.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
150KNew |
$4M - $4.54M
|
150K
$4.09M
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
134KNew |
$3.56M - $4.04M
|
134K
$3.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
102K+ 5.51% |
$2.72M - $3.09M
|
1.96M
$53.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
90K+ 8.43% |
$2.4M - $2.72M
|
1.16M
$31.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
83.3K+ 4.88% |
$2.22M - $2.52M
|
1.79M
$48.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
79.3K+ 586.71% |
$2.11M - $2.4M
|
92.8K
$2.53M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
76.2KNew |
$2.03M - $2.3M
|
76.2K
$2.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
66KNew |
$1.76M - $1.99M
|
66K
$1.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
61K+ 2.63% |
$1.62M - $1.84M
|
2.38M
$64.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
58.5K+ 2.85% |
$1.56M - $1.77M
|
2.11M
$57.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
57K+ 5.81% |
$1.52M - $1.72M
|
1.04M
$28.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
54.1K+ 3.54% |
$1.44M - $1.64M
|
1.58M
$43.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
52KNew |
$1.38M - $1.57M
|
52K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
50.9KNew |
$1.36M - $1.54M
|
50.9K
$1.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
40.7K+ 14.14% |
$1.08M - $1.23M
|
329K
$8.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
40.4KNew |
$1.08M - $1.22M
|
40.4K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
40.1K+ 4.46% |
$1.07M - $1.21M
|
939K
$25.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
39.3K+ 62.86% |
$1.05M - $1.19M
|
102K
$2.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
37.4K+ 56.71% |
$996K - $1.13M
|
103K
$2.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
36.4K+ 397.76% |
$968K - $1.1M
|
45.5K
$1.24M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
34.7KNew |
$924K - $1.05M
|
34.7K
$946K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.8K+ 7.78% |
$875K - $993K
|
455K
$12.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
32.7K+ 6.22% |
$870K - $987K
|
558K
$15.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.2K+ 6.45% |
$830K - $942K
|
515K
$14M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
27.5K+ 39.43% |
$733K - $832K
|
97.3K
$2.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
25.2K+ 4.47% |
$670K - $761K
|
588K
$16M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
23.1KNew |
$614K - $697K
|
23.1K
$629K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
22.9K+ 8.86% |
$609K - $691K
|
281K
$7.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.8K+ 5.37% |
$606K - $688K
|
447K
$12.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
22.1K+ 3.25% |
$587K - $667K
|
702K
$19.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
22.1K+ 3.29% |
$587K - $667K
|
693K
$18.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
20.7K+ 2.22% |
$551K - $626K
|
952K
$26M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
20K+ 1.55% |
$533K - $605K
|
1.31M
$35.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.7K+ 16.64% |
$524K - $594K
|
138K
$3.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
18.9KNew |
$504K - $573K
|
18.9K
$516K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
17.9K+ 35.08% |
$478K - $542K
|
69.1K
$1.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
17.6K+ 4.91% |
$468K - $531K
|
375K
$10.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
15.9K+ 7.61% |
$423K - $481K
|
225K
$6.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
15.4K+ 169.97% |
$411K - $466K
|
24.5K
$668K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
15.4KNew |
$409K - $465K
|
15.4K
$419K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
15.1K+ 5.74% |
$403K - $457K
|
279K
$7.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
13.8K+ 23.62% |
$367K - $417K
|
72.1K
$1.97M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
13.3K+ 0.89% |
$355K - $403K
|
1.51M
$41.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.9KNew |
$343K - $389K
|
12.9K
$351K
|