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 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-237- 0.58% |
$6.31K - $7.16K
|
40.5K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-238- 0.8% |
$6.34K - $7.19K
|
29.6K
$817K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-240- 0.18% |
$6.39K - $7.26K
|
132K
$3.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-244- 0.47% |
$6.5K - $7.38K
|
51.3K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-250- 2.21% |
$6.66K - $7.56K
|
11K
$305K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-251- 27.92% |
$6.68K - $7.59K
|
648
$17.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-252- 2.47% |
$6.71K - $7.62K
|
9.97K
$275K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-259- 1.13% |
$6.9K - $7.83K
|
22.7K
$627K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-263- 3.02% |
$7K - $7.95K
|
8.44K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-266- 0.79% |
$7.08K - $8.04K
|
33.5K
$926K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-296- 66.37% |
$7.88K - $8.95K
|
150
$4.14K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-323- 2.95% |
$8.6K - $9.76K
|
10.6K
$293K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-326- 0.97% |
$8.68K - $9.85K
|
33.2K
$917K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-327- 2.71% |
$8.71K - $9.89K
|
11.8K
$325K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-332- 0.79% |
$8.84K - $10K
|
41.8K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-340- 0.43% |
$9.05K - $10.3K
|
77.9K
$2.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-360- 2.12% |
$9.59K - $10.9K
|
16.6K
$460K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-372- 2.89% |
$9.91K - $11.2K
|
12.5K
$345K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-397- 1.47% |
$10.6K - $12K
|
26.6K
$735K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-403- 1.12% |
$10.7K - $12.2K
|
35.5K
$980K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-406- 3.16% |
$10.8K - $12.3K
|
12.5K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-406- 4.6% |
$10.8K - $12.3K
|
8.43K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-423- 1.12% |
$11.3K - $12.8K
|
37.3K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-424- 1.26% |
$11.3K - $12.8K
|
33.2K
$916K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-430- 1.81% |
$11.5K - $13K
|
23.4K
$645K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-445- 2.1% |
$11.9K - $13.5K
|
20.7K
$572K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-456- 4.21% |
$12.1K - $13.8K
|
10.4K
$286K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-457- 7.41% |
$12.2K - $13.8K
|
5.71K
$158K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-468- 4.0% |
$12.5K - $14.1K
|
11.2K
$310K
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-499- 2.82% |
$13.3K - $15.1K
|
17.2K
$475K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-501- 0.15% |
$13.3K - $15.1K
|
341K
$9.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-518- 3.91% |
$13.8K - $15.7K
|
12.7K
$352K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-526- 1.61% |
$14K - $15.9K
|
32.2K
$889K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-528- 1.3% |
$14.1K - $16K
|
40K
$1.11M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-535- 3.06% |
$14.2K - $16.2K
|
17K
$469K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-535- 17.66% |
$14.2K - $16.2K
|
2.5K
$68.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-562- 4.13% |
$15K - $17K
|
13K
$360K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-574- 0.78% |
$15.3K - $17.4K
|
73.3K
$2.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-596- 3.34% |
$15.9K - $18K
|
17.2K
$476K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-621- 5.22% |
$16.5K - $18.8K
|
11.3K
$311K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-650- 0.73% |
$17.3K - $19.6K
|
88.9K
$2.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-658- 0.19% |
$17.5K - $19.9K
|
347K
$9.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-664- 0.97% |
$17.7K - $20.1K
|
67.6K
$1.87M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-665- 2.55% |
$17.7K - $20.1K
|
25.5K
$703K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-690- 7.05% |
$18.4K - $20.9K
|
9.1K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-717- 2.24% |
$19.1K - $21.7K
|
31.3K
$865K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-742- 6.02% |
$19.8K - $22.4K
|
11.6K
$320K
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-745- 4.66% |
$19.8K - $22.5K
|
15.2K
$420K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-765- 4.94% |
$20.4K - $23.1K
|
14.7K
$406K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-775- 8.88% |
$20.6K - $23.4K
|
7.95K
$220K
|