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 |
---|---|---|---|---|---|---|---|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
727New |
$17.9K - $19.8K
|
727
$20.1K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
687New |
$16.9K - $18.7K
|
687
$19K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
672New |
$16.6K - $18.3K
|
672
$18.6K
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
654+ 4.35% |
$16.1K - $17.8K
|
15.7K
$433K
|
|
Aug 01, 2024
Q2 2024
|
Kearns & Associates LLC
|
BUY
|
- |
589+ 2.39% |
$14.5K - $16K
|
25.2K
$697K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
544+ 1.82% |
$13.4K - $14.8K
|
30.5K
$842K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
483New |
$11.9K - $13.1K
|
483
$13.3K
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
375+ 2.84% |
$9.25K - $10.2K
|
13.6K
$375K
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
222+ 2.23% |
$5.48K - $6.04K
|
10.2K
$281K
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
140New |
$3.45K - $3.81K
|
140
$3.87K
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
136New |
$3.36K - $3.7K
|
136
$3.75K
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
123New |
$3.03K - $3.35K
|
123
$3.4K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
122New |
$3.01K - $3.32K
|
122
$3.37K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
115+ 2.65% |
$2.84K - $3.13K
|
4.46K
$123K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
87+ 56.86% |
$2.15K - $2.37K
|
240
$6.63K
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
75New |
$1.85K - $2.04K
|
75
$2.07K
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
69New |
$1.7K - $1.88K
|
69
$1.91K
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
22New |
$543 - $598
|
22
$607
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
10New |
$247 - $272
|
10
$276
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1New |
$24.7 - $27.2
|
1
$27.6
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.38M+ 1.65% |
$32.4M - $35.2M
|
85.3M
$2.36B
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
505KNew |
$11.9M - $12.9M
|
505K
$13.9M
|
|
Apr 24, 2024
Q1 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
63.5K+ 106.69% |
$1.49M - $1.62M
|
123K
$3.4M
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
61.2KNew |
$1.44M - $1.56M
|
61.2K
$1.69M
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
23.7KNew |
$557K - $604K
|
23.7K
$655K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12K+ 33.38% |
$282K - $306K
|
48K
$1.32M
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
10.1KNew |
$238K - $258K
|
10.1K
$280K
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
9.47KNew |
$222K - $241K
|
9.47K
$262K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
6.68KNew |
$157K - $170K
|
6.68K
$184K
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
2.3K+ 16.86% |
$54K - $58.5K
|
15.9K
$440K
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.59KNew |
$37.2K - $40.3K
|
1.59K
$43.8K
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.52KNew |
$35.6K - $38.6K
|
1.52K
$41.8K
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.43KNew |
$33.5K - $36.3K
|
1.43K
$39.4K
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.37KNew |
$32.2K - $35K
|
1.37K
$37.9K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
806New |
$18.9K - $20.5K
|
806
$22.3K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
652+ 2.79% |
$15.3K - $16.6K
|
24K
$664K
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
395New |
$9.27K - $10.1K
|
395
$10.9K
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
280New |
$6.57K - $7.13K
|
280
$7.73K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
244New |
$5.73K - $6.21K
|
244
$6.74K
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
195+ 47.79% |
$4.58K - $4.96K
|
603
$16.6K
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
173New |
$4.06K - $4.4K
|
173
$4.78K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
144New |
$3.38K - $3.66K
|
144
$3.98K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
134New |
$3.14K - $3.41K
|
134
$3.7K
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
125New |
$2.93K - $3.18K
|
125
$3.45K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
121+ 28.81% |
$2.84K - $3.08K
|
541
$14.9K
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
103New |
$2.42K - $2.62K
|
103
$2.84K
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
100New |
$2.35K - $2.55K
|
100
$2.76K
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
83New |
$1.95K - $2.11K
|
83
$2.29K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
60New |
$1.41K - $1.53K
|
60
$1.66K
|