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 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
2.65K+ 1.09% |
$67.4K - $78.2K
|
245K
$6.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.61K+ 2.44% |
$66.3K - $77K
|
110K
$2.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.52K+ 15.3% |
$64.2K - $74.5K
|
19K
$515K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.28K+ 1.35% |
$58.1K - $67.4K
|
172K
$4.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.27K+ 407.36% |
$57.7K - $67K
|
2.83K
$76.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
2.26K+ 7.58% |
$57.5K - $66.7K
|
32K
$867K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.2K+ 2.07% |
$55.9K - $64.8K
|
108K
$2.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.04K+ 13.88% |
$51.8K - $60.2K
|
16.7K
$452K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.96K+ 35.2% |
$49.9K - $57.9K
|
7.54K
$204K
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.95K+ 1.08% |
$49.7K - $57.6K
|
183K
$4.95M
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.94K+ 1.53% |
$49.2K - $57.1K
|
128K
$3.47M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.9K+ 51.08% |
$48.2K - $56K
|
5.61K
$152K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
1.88K+ 48.66% |
$47.9K - $55.6K
|
5.75K
$156K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.86K+ 2.16% |
$47.4K - $55K
|
88.1K
$2.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.8K+ 22.58% |
$45.9K - $53.3K
|
9.79K
$265K
|
|
|
Nov 12, 2024
Q3 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
1.79K+ 1.13% |
$45.7K - $53K
|
161K
$4.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.74K+ 0.83% |
$44.4K - $51.5K
|
211K
$5.72M
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.72K+ 5.92% |
$43.8K - $50.9K
|
30.8K
$835K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
1.7K+ 12.33% |
$43.3K - $50.2K
|
15.5K
$419K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
1.66KNew |
$42.3K - $49.1K
|
1.66K
$45K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.52K+ 6.14% |
$38.6K - $44.7K
|
26.2K
$709K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
1.49K+ 9.05% |
$37.9K - $44K
|
18K
$486K
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.48K+ 17.08% |
$37.7K - $43.7K
|
10.2K
$275K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
1.39K+ 2.61% |
$35.5K - $41.2K
|
54.7K
$1.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.31K+ 2.26% |
$33.3K - $38.6K
|
59K
$1.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.31K+ 4.13% |
$33.2K - $38.6K
|
32.9K
$892K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 8.75% |
$32.7K - $37.9K
|
16K
$432K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.25KNew |
$31.8K - $36.9K
|
1.25K
$33.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.16K+ 3060.53% |
$29.6K - $34.3K
|
1.2K
$32.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.09KNew |
$27.7K - $32.2K
|
1.09K
$29.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.08K+ 4.17% |
$27.5K - $32K
|
27K
$732K
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.04K+ 3.16% |
$26.4K - $30.7K
|
33.9K
$917K
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.02K+ 1.97% |
$26K - $30.1K
|
52.9K
$1.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
984+ 1.72% |
$25K - $29.1K
|
58.3K
$1.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
977+ 0.22% |
$24.9K - $28.9K
|
453K
$12.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
908+ 0.46% |
$23.1K - $26.8K
|
198K
$5.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
886+ 5.74% |
$22.5K - $26.2K
|
16.3K
$442K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
877+ 6.26% |
$22.3K - $25.9K
|
14.9K
$403K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
873+ 4.69% |
$22.2K - $25.8K
|
19.5K
$528K
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
842+ 9.45% |
$21.4K - $24.9K
|
9.75K
$264K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
817+ 1.5% |
$20.8K - $24.1K
|
55.4K
$1.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
798+ 1.44% |
$20.3K - $23.6K
|
56.2K
$1.52M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
762+ 0.69% |
$19.4K - $22.5K
|
111K
$3.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
740+ 1.93% |
$18.8K - $21.9K
|
39K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
719+ 2.05% |
$18.3K - $21.2K
|
35.8K
$968K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
630+ 112.3% |
$16K - $18.6K
|
1.19K
$32.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Bck Partners, Inc.
|
BUY
|
- |
620+ 0.48% |
$15.8K - $18.3K
|
129K
$3.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
613New |
$15.6K - $18.1K
|
613
$16.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
608+ 1.58% |
$15.5K - $18K
|
39.1K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
558+ 0.34% |
$14.2K - $16.5K
|
165K
$4.47M
|