Purchases and Sales Made in Q3 2024 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.25% |
$25.5 - $29.5
|
401
$10.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1- -0.0% |
$25.5 - $29.5
|
105K
$2.72M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1- -0.0% |
$25.5 - $29.5
|
45.3K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-7- 0.01% |
$178 - $207
|
47.8K
$1.24M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-8- 0.02% |
$204 - $236
|
41.6K
$1.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-9- 0.05% |
$229 - $266
|
19.9K
$516K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-10- 2.87% |
$255 - $295
|
339
$8.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-12- 0.11% |
$305 - $354
|
11.4K
$296K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-13- 34.21% |
$331 - $384
|
25
$649
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-14- 0.26% |
$356 - $413
|
5.42K
$141K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-19- 0.9% |
$484 - $561
|
2.1K
$54.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-22- 0.02% |
$560 - $650
|
106K
$2.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-24- 0.17% |
$611 - $709
|
13.7K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-25- 0.03% |
$636 - $738
|
95.9K
$2.49M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-26- 12.44% |
$662 - $768
|
183
$4.75K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-26- 0.28% |
$662 - $768
|
9.21K
$239K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-31- 0.24% |
$789 - $915
|
12.7K
$328K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-31- 0.24% |
$789 - $915
|
13.2K
$341K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-32- 0.19% |
$814 - $945
|
16.9K
$439K
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-40- 0.22% |
$1.02K - $1.18K
|
18.2K
$472K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-42- 37.84% |
$1.07K - $1.24K
|
69
$1.79K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-54- 0.51% |
$1.37K - $1.59K
|
10.5K
$272K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-57- 0.4% |
$1.45K - $1.68K
|
14.1K
$366K
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-58- 0.11% |
$1.48K - $1.71K
|
54K
$1.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-59- 0.64% |
$1.5K - $1.74K
|
9.13K
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-61- 0.58% |
$1.55K - $1.8K
|
10.4K
$271K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-62- 0.79% |
$1.58K - $1.83K
|
7.81K
$203K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-70- 17.81% |
$1.78K - $2.07K
|
323
$8.38K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-71- 13.73% |
$1.81K - $2.1K
|
446
$11.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-76- 3.0% |
$1.93K - $2.24K
|
2.46K
$63.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-78- 1.71% |
$1.99K - $2.3K
|
4.48K
$116K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-80- 0.75% |
$2.04K - $2.36K
|
10.7K
$277K
|
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-80- 0.89% |
$2.04K - $2.36K
|
8.88K
$230K
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-81- 0.2% |
$2.06K - $2.39K
|
39.7K
$1.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-85- 1.02% |
$2.16K - $2.51K
|
8.24K
$214K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-92- 0.61% |
$2.34K - $2.72K
|
15K
$390K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-95- 0.29% |
$2.42K - $2.81K
|
32.7K
$849K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-108- 0.63% |
$2.75K - $3.19K
|
17K
$442K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-110- 0.27% |
$2.8K - $3.25K
|
40.6K
$1.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-112- 0.52% |
$2.85K - $3.31K
|
21.6K
$560K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-115- 0.9% |
$2.93K - $3.4K
|
12.6K
$328K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-117- 0.95% |
$2.98K - $3.46K
|
12.2K
$316K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-122- 1.94% |
$3.1K - $3.6K
|
6.17K
$160K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-122- 0.61% |
$3.1K - $3.6K
|
19.8K
$514K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-123- 1.15% |
$3.13K - $3.63K
|
10.5K
$273K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-130- 1.0% |
$3.31K - $3.84K
|
12.9K
$334K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-136- 0.55% |
$3.46K - $4.02K
|
24.6K
$639K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-137- 0.38% |
$3.49K - $4.05K
|
35.7K
$926K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-140- 27.18% |
$3.56K - $4.13K
|
375
$9.73K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-150- 1.67% |
$3.82K - $4.43K
|
8.83K
$229K
|