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 08, 2024
Q2 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-100- 0.6% |
$2.47K - $2.72K
|
16.5K
$446K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-104- 2.42% |
$2.57K - $2.83K
|
4.19K
$114K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-105- 3.71% |
$2.59K - $2.86K
|
2.72K
$73.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-108- 1.15% |
$2.66K - $2.94K
|
9.24K
$250K
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-118- 1.03% |
$2.91K - $3.21K
|
11.4K
$308K
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-125- 3.99% |
$3.08K - $3.4K
|
3.01K
$81.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-138- 0.99% |
$3.4K - $3.75K
|
13.9K
$375K
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-140- 1.49% |
$3.45K - $3.81K
|
9.24K
$250K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-157- 83.96% |
$3.87K - $4.27K
|
30
$812
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-166- 1.13% |
$4.1K - $4.52K
|
14.6K
$394K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-172- 1.1% |
$4.24K - $4.68K
|
15.5K
$420K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-181- 24.56% |
$4.47K - $4.92K
|
556
$15.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-184- 4.06% |
$4.54K - $5K
|
4.35K
$118K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-188- 0.14% |
$4.64K - $5.11K
|
135K
$3.66M
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-190- 1.2% |
$4.69K - $5.17K
|
15.6K
$423K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-190- 8.64% |
$4.69K - $5.17K
|
2.01K
$54.4K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-200- 1.51% |
$4.93K - $5.44K
|
13K
$353K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-201- 1.03% |
$4.96K - $5.47K
|
19.3K
$521K
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-208- 1.91% |
$5.13K - $5.66K
|
10.7K
$289K
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-211- 97.24% |
$5.21K - $5.74K
|
6
$162
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-211- 1.82% |
$5.21K - $5.74K
|
11.4K
$308K
|
|
|
Sep 12, 2024
Q2 2024
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-216- 0.19% |
$5.33K - $5.88K
|
116K
$3.15M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-232- 18.33% |
$5.72K - $6.31K
|
1.03K
$28K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-241- 2.64% |
$5.95K - $6.56K
|
8.88K
$240K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-250- 11.72% |
$6.17K - $6.8K
|
1.88K
$51K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-250- 23.81% |
$6.17K - $6.8K
|
800
$21.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-252- 0.21% |
$6.22K - $6.85K
|
121K
$3.28M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-255- 2.89% |
$6.29K - $6.94K
|
8.57K
$232K
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-256- 3.0% |
$6.32K - $6.96K
|
8.27K
$224K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
SELL
|
- |
-260- 0.81% |
$6.41K - $7.07K
|
31.9K
$863K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-267- 2.72% |
$6.59K - $7.26K
|
9.55K
$259K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-294- 77.57% |
$7.25K - $8K
|
85
$2.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-300- 1.55% |
$7.4K - $8.16K
|
19.1K
$517K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-324- 0.49% |
$7.99K - $8.81K
|
65.8K
$1.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-336- 1.69% |
$8.29K - $9.14K
|
19.5K
$529K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-345- 1.48% |
$8.51K - $9.38K
|
22.9K
$620K
|
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-347- 1.14% |
$8.56K - $9.44K
|
30.1K
$815K
|
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-347- 0.66% |
$8.56K - $9.44K
|
51.9K
$1.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-355- 0.72% |
$8.76K - $9.66K
|
48.8K
$1.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-376- 48.39% |
$9.28K - $10.2K
|
401
$10.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-385- 12.31% |
$9.5K - $10.5K
|
2.74K
$74.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-389- 4.06% |
$9.6K - $10.6K
|
9.19K
$249K
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-408- 2.41% |
$10.1K - $11.1K
|
16.5K
$447K
|
|
|
Jul 12, 2024
Q2 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-431- 4.97% |
$10.6K - $11.7K
|
8.24K
$223K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-458- 3.68% |
$11.3K - $12.5K
|
12K
$325K
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-480- 1.28% |
$11.8K - $13.1K
|
37.1K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-488- 0.46% |
$12K - $13.3K
|
106K
$2.88M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-490- 3.34% |
$12.1K - $13.3K
|
14.2K
$384K
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-497- 6.2% |
$12.3K - $13.5K
|
7.52K
$204K
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-500- 4.37% |
$12.3K - $13.6K
|
11K
$297K
|