Purchases and Sales Made in Q2 2024 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q2 2024. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US EMERGIN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
17K+ 326.16% |
$420K - $463K
|
22.3K
$600K
|
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
16.6K+ 71.48% |
$410K - $452K
|
39.8K
$1.07M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
15.7KNew |
$387K - $427K
|
15.7K
$423K
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
15.2K+ 23.55% |
$374K - $413K
|
79.6K
$2.15M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
15K+ 3.37% |
$369K - $407K
|
459K
$12.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
14.7K+ 4.0% |
$363K - $400K
|
383K
$10.3M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
14.5K+ 33.6% |
$359K - $395K
|
57.8K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
14.5KNew |
$358K - $395K
|
14.5K
$392K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
14.4K+ 70.67% |
$354K - $390K
|
34.7K
$935K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
13.9K+ 137.11% |
$342K - $377K
|
24K
$646K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13.8KNew |
$342K - $377K
|
13.8K
$373K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
13.3K+ 26.33% |
$328K - $362K
|
63.8K
$1.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
12.2K+ 1.02% |
$301K - $332K
|
1.21M
$32.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
12.2K+ 12.01% |
$300K - $331K
|
114K
$3.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11.9K+ 28.55% |
$293K - $323K
|
53.4K
$1.44M
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
11.8KNew |
$292K - $322K
|
11.8K
$319K
|
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
11.5K+ 3.43% |
$284K - $313K
|
347K
$9.36M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
11.1K+ 6.58% |
$273K - $301K
|
179K
$4.83M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
11.1K+ 54.06% |
$273K - $301K
|
31.5K
$849K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10.9KNew |
$270K - $297K
|
10.9K
$295K
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
10.6K+ 0.72% |
$262K - $289K
|
1.49M
$40.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
10.4K+ 84.01% |
$257K - $283K
|
22.8K
$615K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.4K+ 5.82% |
$256K - $282K
|
189K
$5.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.3K+ 3.41% |
$255K - $281K
|
313K
$8.45M
|
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
10.3KNew |
$253K - $279K
|
10.3K
$277K
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
10.1K+ 1.99% |
$248K - $273K
|
515K
$13.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
10.1K+ 1.99% |
$248K - $273K
|
515K
$13.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.9K+ 4.22% |
$244K - $269K
|
244K
$6.59M
|
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
9.64K+ 3.85% |
$238K - $262K
|
260K
$7.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9.28KNew |
$229K - $252K
|
9.28K
$250K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
9.08KNew |
$224K - $247K
|
9.08K
$245K
|
|
|
Aug 14, 2024
Q2 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
8.91KNew |
$220K - $242K
|
8.91K
$240K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.41K+ 8.51% |
$208K - $229K
|
107K
$2.89M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8.32K+ 8.14% |
$205K - $226K
|
111K
$2.98M
|
|
|
Jul 24, 2024
Q2 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
8.29KNew |
$205K - $226K
|
8.29K
$224K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
8.28K+ 28.75% |
$204K - $225K
|
37.1K
$1M
|
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
8.28K+ 33.69% |
$204K - $225K
|
32.8K
$885K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
8.23KNew |
$203K - $224K
|
8.23K
$222K
|
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
8.22K+ 2.64% |
$203K - $224K
|
319K
$8.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.2KNew |
$202K - $223K
|
8.2K
$221K
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
8.18K+ 20.31% |
$202K - $222K
|
48.4K
$1.31M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
8.04K+ 3.05% |
$198K - $219K
|
272K
$7.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
7.99KNew |
$197K - $217K
|
7.99K
$215K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
7.87KNew |
$194K - $214K
|
7.87K
$212K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
7.69KNew |
$190K - $209K
|
7.69K
$207K
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
7.67KNew |
$189K - $209K
|
7.67K
$207K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.58K+ 0.41% |
$187K - $206K
|
1.86M
$50.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
7.55KNew |
$186K - $205K
|
7.55K
$203K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
7.53K+ 42.44% |
$186K - $205K
|
25.3K
$681K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
BUY
|
- |
7.29K+ 2.77% |
$180K - $198K
|
270K
$7.29M
|