Purchases and Sales Made in Q4 2024 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
256K+ 122.02% |
$6.83M - $7.75M
|
467K
$12.6M
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
134KNew |
$3.56M - $4.04M
|
134K
$3.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
83.3K+ 4.88% |
$2.22M - $2.52M
|
1.79M
$48.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
61K+ 2.63% |
$1.62M - $1.84M
|
2.38M
$64.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
40.4KNew |
$1.08M - $1.22M
|
40.4K
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
32.7K+ 6.22% |
$870K - $987K
|
558K
$15.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
25.2K+ 4.47% |
$670K - $761K
|
588K
$15.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
23.1KNew |
$614K - $697K
|
23.1K
$624K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
20K+ 1.55% |
$533K - $605K
|
1.31M
$35.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.7K+ 16.64% |
$524K - $594K
|
138K
$3.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
17.9K+ 35.08% |
$478K - $542K
|
69.1K
$1.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
17.6K+ 4.91% |
$468K - $531K
|
375K
$10.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
15.9K+ 7.61% |
$423K - $481K
|
225K
$6.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
14.3K+ 156.48% |
$381K - $433K
|
23.5K
$635K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
13.3K+ 0.89% |
$355K - $403K
|
1.51M
$41M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.9KNew |
$343K - $389K
|
12.9K
$348K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
12.9K+ 50.91% |
$343K - $389K
|
38.1K
$1.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
12.8K+ 16679.22% |
$342K - $388K
|
12.9K
$350K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
12.8KNew |
$341K - $388K
|
12.8K
$347K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
11.2K+ 32.74% |
$298K - $338K
|
45.4K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
10.3KNew |
$274K - $311K
|
10.3K
$279K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
9.57KNew |
$255K - $289K
|
9.57K
$259K
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
9.19K+ 42.5% |
$245K - $278K
|
30.8K
$834K
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
7.48K+ 3.97% |
$199K - $226K
|
196K
$5.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.63K+ 32.47% |
$177K - $200K
|
27.1K
$733K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.56K+ 59.82% |
$148K - $168K
|
14.9K
$402K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5.47K+ 26.23% |
$146K - $165K
|
26.3K
$713K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.43K+ 2.25% |
$145K - $164K
|
247K
$6.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.33K+ 24.9% |
$142K - $161K
|
26.7K
$723K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
4.62K+ 1.01% |
$123K - $140K
|
459K
$12.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
4.45K+ 4.17% |
$118K - $134K
|
111K
$3.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
4.24K+ 2.79% |
$113K - $128K
|
156K
$4.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.15K+ 49.04% |
$110K - $125K
|
12.6K
$341K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4.01K+ 35.14% |
$107K - $121K
|
15.4K
$418K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.51K+ 33.68% |
$93.4K - $106K
|
13.9K
$377K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
3.43K+ 4.31% |
$91.4K - $104K
|
83.1K
$2.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.18K+ 24.4% |
$84.6K - $96.1K
|
16.2K
$439K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
2.97K+ 0.99% |
$79K - $89.7K
|
303K
$8.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.79K+ 1.04% |
$74.3K - $84.3K
|
270K
$7.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.77K+ 20.54% |
$73.8K - $83.7K
|
16.3K
$440K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2.61K+ 28.57% |
$69.5K - $78.8K
|
11.7K
$318K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
2.52K+ 5.05% |
$67.2K - $76.3K
|
52.5K
$1.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.51K+ 525.94% |
$66.9K - $76K
|
2.99K
$81K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2.41K+ 1.81% |
$64.1K - $72.7K
|
135K
$3.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.17K+ 2.46% |
$57.9K - $65.7K
|
90.6K
$2.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
1.9K+ 19.12% |
$50.5K - $57.3K
|
11.8K
$320K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.83K+ 2.25% |
$48.8K - $55.4K
|
83.3K
$2.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.67K+ 4.54% |
$44.5K - $50.5K
|
38.5K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.55K+ 4.32% |
$41.2K - $46.8K
|
37.4K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.49K+ 13.69% |
$39.8K - $45.1K
|
12.4K
$336K
|