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 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-33.8K- 1.66% |
$900K - $1.02M
|
2M
$56.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-41.1K- 5.66% |
$1.09M - $1.24M
|
684K
$19.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-60.2K- 3.13% |
$1.6M - $1.82M
|
1.86M
$52.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-82.3K- 18.15% |
$2.19M - $2.49M
|
371K
$10.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-85.9K- 85.3% |
$2.29M - $2.6M
|
14.8K
$415K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-86.9K- 6.66% |
$2.31M - $2.63M
|
1.22M
$34.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-92.5K- 26.48% |
$2.46M - $2.8M
|
257K
$7.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-101K- 4.14% |
$2.68M - $3.04M
|
2.33M
$65.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-115K- 38.83% |
$3.06M - $3.48M
|
181K
$5.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-128K- 99.92% |
$3.41M - $3.87M
|
103
$2.89K
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-175K- 70.81% |
$4.66M - $5.29M
|
72.1K
$2.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-339K- 96.24% |
$9.03M - $10.3M
|
13.2K
$371K
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-498K- 50.01% |
$13.3M - $15M
|
497K
$14M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-513K- 2.67% |
$13.7M - $15.5M
|
18.7M
$524M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-794K- 3.74% |
$21.2M - $24M
|
20.4M
$573M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.92M- 76.69% |
$77.9M - $88.4M
|
889K
$24.9M
|