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
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.63K+ 32.47% |
$177K - $200K
|
27.1K
$729K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5.98K+ 11.3% |
$159K - $181K
|
58.9K
$1.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.93K+ 15.98% |
$158K - $179K
|
43.1K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.56K+ 59.82% |
$148K - $168K
|
14.9K
$401K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5.47K+ 26.23% |
$146K - $165K
|
26.3K
$710K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.43K+ 2.25% |
$145K - $164K
|
247K
$6.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.33K+ 24.9% |
$142K - $161K
|
26.7K
$720K
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
5.27K+ 2.64% |
$140K - $159K
|
205K
$5.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.95K+ 33.25% |
$132K - $150K
|
19.8K
$535K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
4.86KNew |
$129K - $147K
|
4.86K
$131K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.85K+ 2.3% |
$129K - $147K
|
216K
$5.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
4.76K+ 11.07% |
$127K - $144K
|
47.8K
$1.29M
|
|
|
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
$2.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
4.27K+ 1.65% |
$114K - $129K
|
263K
$7.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
4.24K+ 2.79% |
$113K - $128K
|
156K
$4.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.15K+ 49.04% |
$110K - $125K
|
12.6K
$340K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4.01K+ 35.14% |
$107K - $121K
|
15.4K
$416K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.83K+ 5.56% |
$102K - $116K
|
72.7K
$1.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.51K+ 33.68% |
$93.4K - $106K
|
13.9K
$375K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
3.43K+ 4.31% |
$91.4K - $104K
|
83.1K
$2.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3.4K+ 36.55% |
$90.6K - $103K
|
12.7K
$343K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.18K+ 24.4% |
$84.6K - $96.1K
|
16.2K
$437K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
3.07KNew |
$81.7K - $92.7K
|
3.07K
$82.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
2.97K+ 0.99% |
$79K - $89.7K
|
303K
$8.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.82K+ 37.58% |
$75K - $85.1K
|
10.3K
$278K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.79K+ 1.04% |
$74.3K - $84.3K
|
270K
$7.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.77K+ 20.54% |
$73.8K - $83.7K
|
16.3K
$438K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.72KNew |
$72.5K - $82.3K
|
2.72K
$73.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.71K+ 3.2% |
$72.2K - $82K
|
87.3K
$2.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.7K+ 16.56% |
$72K - $81.7K
|
19K
$513K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.68K+ 3.55% |
$71.3K - $80.9K
|
78.1K
$2.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2.61K+ 28.57% |
$69.5K - $78.8K
|
11.7K
$316K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.56K+ 24.23% |
$68.1K - $77.4K
|
13.1K
$354K
|
|
|
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
$80.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2.41K+ 1.81% |
$64.1K - $72.7K
|
135K
$3.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.24KNew |
$59.6K - $67.7K
|
2.24K
$60.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.17K+ 2.46% |
$57.9K - $65.7K
|
90.6K
$2.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
1.9K+ 19.12% |
$50.5K - $57.3K
|
11.8K
$318K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.89K+ 4.67% |
$50.4K - $57.2K
|
42.4K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.83K+ 2.25% |
$48.8K - $55.4K
|
83.3K
$2.25M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.71K+ 20.4% |
$45.5K - $51.6K
|
10.1K
$272K
|
|
|
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
$334K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.46K+ 1.35% |
$38.9K - $44.2K
|
110K
$2.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1.36K+ 299.12% |
$36.2K - $41.1K
|
1.81K
$48.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.34K+ 13.49% |
$35.8K - $40.6K
|
11.3K
$305K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.23K+ 0.7% |
$32.8K - $37.2K
|
176K
$4.76M
|