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 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.2KNew |
$31.8K - $36.1K
|
1.2K
$32.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.18K+ 8.6% |
$31.5K - $35.8K
|
14.9K
$403K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.15K+ 7.36% |
$30.6K - $34.7K
|
16.7K
$451K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.1K+ 4.78% |
$29.3K - $33.2K
|
24.1K
$650K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.09KNew |
$29.1K - $33.1K
|
1.09K
$29.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.09K+ 3.71% |
$28.9K - $32.9K
|
30.4K
$819K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.08KNew |
$28.7K - $32.6K
|
1.08K
$29.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
899+ 7.31% |
$23.9K - $27.2K
|
13.2K
$356K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
887+ 2.31% |
$23.6K - $26.8K
|
39.4K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
885+ 1.01% |
$23.6K - $26.8K
|
88.9K
$2.4M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
869+ 1.51% |
$23.1K - $26.3K
|
58.4K
$1.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
858+ 0.81% |
$22.8K - $25.9K
|
107K
$2.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
853+ 9.61% |
$22.7K - $25.8K
|
9.73K
$262K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
852+ 5.86% |
$22.7K - $25.8K
|
15.4K
$415K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
832+ 1.18% |
$22.2K - $25.2K
|
71.3K
$1.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
796+ 1.91% |
$21.2K - $24.1K
|
42.5K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
728New |
$19.4K - $22K
|
728
$19.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
711+ 2.28% |
$18.9K - $21.5K
|
31.9K
$860K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
665+ 62.91% |
$17.7K - $20.1K
|
1.72K
$46.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
650+ 7.86% |
$17.3K - $19.6K
|
8.92K
$241K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
645+ 6.14% |
$17.2K - $19.5K
|
11.2K
$301K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
613+ 1.04% |
$16.3K - $18.5K
|
59.6K
$1.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
583+ 6.76% |
$15.5K - $17.6K
|
9.21K
$248K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
580+ 3.57% |
$15.4K - $17.5K
|
16.8K
$454K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
579+ 2.67% |
$15.4K - $17.5K
|
22.2K
$600K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
554+ 2.8% |
$14.8K - $16.7K
|
20.4K
$549K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
549+ 0.59% |
$14.6K - $16.6K
|
94.4K
$2.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
489+ 0.41% |
$13K - $14.8K
|
120K
$3.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
463+ 5.16% |
$12.3K - $14K
|
9.44K
$255K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
461+ 2.84% |
$12.3K - $13.9K
|
16.7K
$450K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
455+ 3.15% |
$12.1K - $13.8K
|
14.9K
$402K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
434+ 2.23% |
$11.6K - $13.1K
|
19.9K
$537K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
417+ 3.91% |
$11.1K - $12.6K
|
11.1K
$299K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
409+ 1.81% |
$10.9K - $12.4K
|
23K
$621K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
384+ 3.04% |
$10.2K - $11.6K
|
13K
$351K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
374+ 3.57% |
$9.96K - $11.3K
|
10.8K
$292K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
370+ 2.49% |
$9.85K - $11.2K
|
15.3K
$411K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
361+ 2.49% |
$9.61K - $10.9K
|
14.9K
$401K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
359+ 0.65% |
$9.56K - $10.9K
|
55.6K
$1.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
339+ 1.84% |
$9.03K - $10.2K
|
18.7K
$505K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
334New |
$8.89K - $10.1K
|
334
$9K
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
312+ 3.79% |
$8.31K - $9.43K
|
8.53K
$230K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
275+ 2.84% |
$7.32K - $8.31K
|
9.97K
$269K
|
|
|
Feb 03, 2025
Q4 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
266+ 2.84% |
$7.08K - $8.04K
|
9.64K
$260K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
261+ 1.89% |
$6.95K - $7.89K
|
14.1K
$379K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
258+ 1.73% |
$6.87K - $7.8K
|
15.1K
$408K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
225+ 2.72% |
$5.99K - $6.8K
|
8.51K
$229K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
221+ 1.47% |
$5.89K - $6.68K
|
15.3K
$411K
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
217+ 1.22% |
$5.78K - $6.56K
|
18.1K
$487K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
210+ 1.65% |
$5.59K - $6.35K
|
12.9K
$349K
|