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 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.9KNew |
$302K - $351K
|
11.9K
$321K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
11KNew |
$281K - $326K
|
11K
$299K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
10.5K+ 2.75% |
$268K - $311K
|
393K
$10.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.2K+ 1.59% |
$260K - $301K
|
654K
$17.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.84K+ 0.93% |
$251K - $291K
|
1.07M
$28.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
9.69KNew |
$247K - $286K
|
9.69K
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
9.28K+ 1.3% |
$236K - $274K
|
725K
$19.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.02K+ 10.19% |
$230K - $266K
|
97.6K
$2.64M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
9K+ 19.57% |
$229K - $266K
|
55K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
8.8KNew |
$224K - $260K
|
8.8K
$238K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
8.73K+ 7.68% |
$222K - $258K
|
122K
$3.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.72K+ 14.29% |
$222K - $258K
|
69.8K
$1.89M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.37KNew |
$213K - $247K
|
8.37K
$227K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.75KNew |
$197K - $229K
|
7.75K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.59K+ 0.84% |
$193K - $224K
|
910K
$24.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
7.49KNew |
$191K - $221K
|
7.49K
$203K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
7.39KNew |
$188K - $218K
|
7.39K
$200K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.27KNew |
$185K - $215K
|
7.27K
$197K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
7.21K+ 8.3% |
$183K - $213K
|
94K
$2.55M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
7.2K+ 27.3% |
$183K - $213K
|
33.6K
$910K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
7.08KNew |
$180K - $209K
|
7.08K
$192K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
7.06KNew |
$180K - $208K
|
7.06K
$191K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
6.67KNew |
$170K - $197K
|
6.67K
$181K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
6.47K+ 11.06% |
$165K - $191K
|
65K
$1.76M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
6.19K+ 61.31% |
$158K - $183K
|
16.3K
$441K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.11K+ 6.74% |
$156K - $181K
|
96.8K
$2.62M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.89K+ 2.52% |
$150K - $174K
|
240K
$6.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
5.34K+ 14.16% |
$136K - $158K
|
43K
$1.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
5.26K+ 1.53% |
$134K - $155K
|
349K
$9.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.11K+ 2.95% |
$130K - $151K
|
178K
$4.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.05K+ 2.42% |
$129K - $149K
|
214K
$5.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.68K+ 6.29% |
$119K - $138K
|
79.2K
$2.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4.52K+ 2.77% |
$115K - $133K
|
168K
$4.54M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
4.41KNew |
$112K - $130K
|
4.41K
$119K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.17K+ 50.32% |
$106K - $123K
|
12.5K
$337K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.1K+ 8.06% |
$104K - $121K
|
55K
$1.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
4.08K+ 10.99% |
$104K - $121K
|
41.2K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.87K+ 33.78% |
$98.5K - $114K
|
15.3K
$415K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
3.81K+ 2.13% |
$96.9K - $112K
|
183K
$4.95M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.8K+ 11.52% |
$96.8K - $112K
|
36.8K
$996K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
3.74K+ 4.44% |
$95.2K - $110K
|
88K
$2.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.59K+ 21.92% |
$91.2K - $106K
|
19.9K
$540K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.38K+ 5.29% |
$86K - $99.8K
|
67.2K
$1.82M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
3.28K+ 2.87% |
$83.3K - $96.7K
|
117K
$3.18M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.12K+ 20.71% |
$79.3K - $92K
|
18.2K
$492K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.03KNew |
$77.1K - $89.5K
|
3.03K
$82.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
BUY
|
- |
2.93K+ 7.43% |
$74.6K - $86.6K
|
42.4K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.91K+ 11.92% |
$74.1K - $85.9K
|
27.3K
$740K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.88K+ 19.83% |
$73.3K - $85K
|
17.4K
$471K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.69K+ 33.54% |
$68.5K - $79.5K
|
10.7K
$290K
|