Latest Institutional Purchases of Schwab Strategic Tr Us Emergin (SCHE)

SCHE Quotes by TradingView

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 23, 2023 Q4 2022
Red Door Wealth Management, LLC

BUY
 -
22.4K
New
$483K - $559K
22.4K $581K
Feb 10, 2023 Q4 2022
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
22.3K
New
$481K - $555K
22.3K $578K
Jan 13, 2023 Q4 2022
Merit Financial Group, LLC

BUY
 -
13K
+ 70.93%
$280K - $323K
31.2K $810K
Jan 31, 2023 Q4 2022
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
12.3K
New
$265K - $306K
12.3K $319K
Feb 10, 2023 Q4 2022
Associated Banc Corp

Green Bay, WI
BUY
 -
11.2K
New
$242K - $279K
11.2K $291K
Jan 27, 2023 Q4 2022
Heritage Financial Services, LLC

BUY
 -
10.5K
New
$228K - $263K
10.5K $274K
Jan 23, 2023 Q4 2022
Roman Butler Fullerton & CO

BUY
 -
8.83K
New
$191K - $220K
8.83K $229K
Jan 25, 2023 Q4 2022
Boenning & Scattergood, Inc.

BUY
 -
8.65K
New
$187K - $216K
8.65K $224K
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
7.95K
New
$172K - $198K
7.95K $206K
Feb 14, 2023 Q4 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
5.2K
New
$112K - $130K
5.2K $135K
Feb 14, 2023 Q4 2022
Freedom Wealth Alliance, LLC

Brookfield, WI
BUY
 -
2.82K
New
$60.9K - $70.4K
2.82K $73.2K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1.65K
+ 38.67%
$35.6K - $41.1K
5.91K $153K
Jan 26, 2023 Q4 2022
Baker Tilly Wealth Management, LLC

BUY
 -
1.57K
+ 13.18%
$33.8K - $39K
13.4K $349K
Jan 10, 2023 Q4 2022
Madden Securities Corp

BUY
 -
1.03K
New
$22.2K - $25.6K
1.03K $26.7K
Jan 10, 2023 Q4 2022
Ewg Elevate Inc.

BUY
 -
930
New
$20.1K - $23.2K
930 $24.1K
Feb 03, 2023 Q4 2022
New England Capital Financial Advisors LLC

Meriden, CT
BUY
 -
866
New
$18.7K - $21.6K
866 $22.5K
Feb 14, 2023 Q4 2022
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
611
New
$13.2K - $15.2K
611 $15.9K
Jan 11, 2023 Q4 2022
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
462
New
$9.97K - $11.5K
462 $12K
Jan 09, 2023 Q4 2022
Minich Mac Gregor Wealth Management, LLC

BUY
 -
400
New
$8.64K - $9.98K
400 $10.4K
Jan 20, 2023 Q4 2022
Affiance Financial, LLC

BUY
 -
352
New
$7.6K - $8.78K
352 $9.13K
Feb 14, 2023 Q4 2022
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
300
New
$6.48K - $7.49K
300 $7.79K
Jan 24, 2023 Q4 2022
Mascoma Wealth Management LLC

BUY
 -
285
New
$6.15K - $7.11K
285 $7.4K
Feb 01, 2023 Q4 2022
Endurance Wealth Management, Inc.

BUY
 -
148
New
$3.2K - $3.69K
148 $3.84K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
112
+ 100.0%
$2.42K - $2.79K
224 $5.81K
Feb 13, 2023 Q4 2022
Delta Asset Management LLC

Memphis, TN
BUY
 -
111
New
$2.4K - $2.77K
111 $2.88K
Jan 17, 2023 Q4 2022
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
89
New
$1.92K - $2.22K
89 $2.31K
Feb 09, 2023 Q4 2022
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
88
+ 48.89%
$1.9K - $2.2K
268 $6.95K
Feb 01, 2023 Q4 2022
Capital Directions Investment Advisors, LLC

BUY
 -
86
New
$1.86K - $2.15K
86 $2.23K
Feb 27, 2023 Q4 2022
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
67
New
$1.45K - $1.67K
67 $1.74K
Jan 30, 2023 Q4 2022
Burleson & Company, LLC

BUY
 -
15
+ 0.5%
$324 - $374
3.04K $78.9K
Feb 08, 2023 Q4 2022
Interactive Financial Advisors

Chicago, IL
BUY
 -
12
+ 3.59%
$259 - $299
346 $8.98K
Feb 13, 2023 Q4 2022
Bellwether Advisors, LLC

BUY
 -
2
+ 3.51%
$43.2 - $49.9
59 $1.53K
Feb 14, 2023 Q4 2022
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
1
+ 3.7%
$21.6 - $25
28 $727
Q3 2022
Oct 17, 2022 Q3 2022
Mayflower Financial Advisors, LLC

BUY
 -
21K
New
$470K - $542K
21K $545K
Nov 14, 2022 Q3 2022
O'Brien Wealth Partners LLC

BUY
 -
18.2K
New
$407K - $470K
18.2K $472K
Oct 28, 2022 Q3 2022
Country Club Bank

BUY
 -
15.5K
New
$347K - $400K
15.5K $402K
Oct 25, 2022 Q3 2022
Sam Advisors, LLC

BUY
 -
14.9K
+ 4.57%
$334K - $386K
341K $8.86M
Oct 26, 2022 Q3 2022
Udine Wealth Management, Inc.

BUY
 -
12.7K
New
$286K - $329K
12.7K $331K
Nov 14, 2022 Q3 2022
Wolverine Trading, LLC

Chicago, IL
BUY
 PUT
11.5K
New
$258K - $297K
11.5K $298K
Nov 03, 2022 Q3 2022
Gilbert & Cook, Inc.

BUY
 -
11K
New
$247K - $285K
11K $286K
Nov 14, 2022 Q3 2022
Roof Eidam & Maycock

BUY
 -
10.8K
New
$241K - $278K
10.8K $279K
Oct 31, 2022 Q3 2022
Tru Independence Asset Management 2, LLC

BUY
 -
9.23K
New
$207K - $238K
9.23K $239K
Nov 14, 2022 Q3 2022
Radnor Financial Advisors, LLC

Wayne, PA
BUY
 -
7.17K
+ 1.1%
$161K - $185K
659K $17.1M
Nov 09, 2022 Q3 2022
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
6.57K
New
$147K - $170K
6.57K $170K
Dec 01, 2022 Q3 2022
Mufg Americas Holdings Corp

BUY
 -
5.8K
+ 207.25%
$130K - $150K
8.6K $223K
Nov 08, 2022 Q3 2022
Brr Op Co, LLC

BUY
 -
5.39K
+ 44.77%
$121K - $139K
17.4K $452K
Oct 26, 2022 Q3 2022
Crestwood Advisors Group LLC

BUY
 -
1.2K
+ 12.38%
$26.8K - $30.9K
10.9K $282K
Oct 27, 2022 Q3 2022
Money Concepts Capital Corp

BUY
 -
517
+ 287.22%
$11.6K - $13.4K
697 $18.1K
Nov 16, 2022 Q3 2022
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
491
New
$11K - $12.7K
491 $12.7K

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