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
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.98K+ 1.57% |
$172K - $190K
|
452K
$12.2M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.74K+ 37.54% |
$166K - $183K
|
24.7K
$666K
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
6.65K+ 57.45% |
$164K - $181K
|
18.2K
$492K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.64K+ 0.74% |
$164K - $181K
|
902K
$24.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.24K+ 2.48% |
$154K - $170K
|
258K
$6.95M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
6.07K+ 3.22% |
$150K - $165K
|
195K
$5.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
5.99K+ 4.54% |
$148K - $163K
|
138K
$3.72M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
5.96K+ 7.37% |
$147K - $162K
|
86.8K
$2.34M
|
|
|
Aug 07, 2024
Q2 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
5.75K+ 0.59% |
$142K - $156K
|
983K
$26.5M
|
|
|
Jan 21, 2025
Q2 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
5.48K+ 3.12% |
$135K - $149K
|
181K
$4.88M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.23K+ 15.4% |
$129K - $142K
|
39.2K
$1.06M
|
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
4.95K+ 2.11% |
$122K - $135K
|
240K
$6.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
4.86K+ 3.16% |
$120K - $132K
|
159K
$4.28M
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
4.62K+ 4.22% |
$114K - $126K
|
114K
$3.08M
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
BUY
|
- |
4.56K+ 27.58% |
$112K - $124K
|
21.1K
$569K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.21K+ 58.12% |
$104K - $115K
|
11.5K
$309K
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
3.93K+ 24.64% |
$97K - $107K
|
19.9K
$536K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.84K+ 0.6% |
$94.7K - $104K
|
643K
$17.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.84K+ 0.36% |
$94.7K - $104K
|
1.06M
$28.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.75K+ 3.64% |
$92.6K - $102K
|
107K
$2.88M
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
3.69K+ 4.68% |
$90.9K - $100K
|
82.4K
$2.22M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.61K+ 24.04% |
$89K - $98.1K
|
18.6K
$502K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.59K+ 0.76% |
$88.5K - $97.6K
|
475K
$12.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
3.58K+ 4.84% |
$88.2K - $97.3K
|
77.5K
$2.09M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.53K+ 84.54% |
$87.2K - $96.1K
|
7.71K
$208K
|
|
|
Aug 13, 2024
Q2 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
3.44K+ 13.05% |
$84.8K - $93.5K
|
29.8K
$803K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
3.34KNew |
$82.4K - $90.9K
|
3.34K
$90.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.09K+ 1.5% |
$76.2K - $84K
|
209K
$5.63M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
3.04K+ 20.13% |
$74.9K - $82.6K
|
18.1K
$488K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3K+ 33.11% |
$74K - $81.6K
|
12.1K
$325K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.94K+ 2.29% |
$72.5K - $79.9K
|
131K
$3.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.89K+ 2.97% |
$71.3K - $78.6K
|
100K
$2.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.88K+ 13.69% |
$71K - $78.2K
|
23.9K
$644K
|
|
|
Oct 22, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.87K+ 1.05% |
$70.9K - $78.1K
|
276K
$7.44M
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.79K+ 3.58% |
$68.9K - $75.9K
|
80.8K
$2.18M
|
|
|
Jul 12, 2024
Q2 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
2.78K+ 7.2% |
$68.6K - $75.6K
|
41.4K
$1.11M
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
2.69K+ 23.13% |
$66.4K - $73.2K
|
14.3K
$387K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.57K+ 4.66% |
$63.4K - $69.8K
|
57.7K
$1.56M
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.52K+ 85.3% |
$62.3K - $68.7K
|
5.48K
$148K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
2.44KNew |
$60.3K - $66.5K
|
2.44K
$65.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.33K+ 2.05% |
$57.4K - $63.3K
|
116K
$3.13M
|
|
|
Jul 25, 2024
Q2 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
2.25K+ 0.5% |
$55.5K - $61.1K
|
452K
$12.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.24K+ 1.15% |
$55.3K - $61K
|
198K
$5.33M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.21K+ 17.66% |
$54.5K - $60.1K
|
14.7K
$397K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.18K+ 4.67% |
$53.8K - $59.3K
|
48.9K
$1.32M
|
|
|
Jul 24, 2024
Q2 2024
|
Bck Partners, Inc.
|
BUY
|
- |
2.16K+ 1.7% |
$53.2K - $58.6K
|
129K
$3.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.14K+ 14.38% |
$52.9K - $58.3K
|
17.1K
$460K
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
2.12K+ 3.2% |
$52.3K - $57.6K
|
68.4K
$1.84M
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2.08K+ 0.61% |
$51.2K - $56.5K
|
344K
$9.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.95K+ 75.25% |
$48.1K - $53K
|
4.54K
$122K
|