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
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-1.46K- 0.69% |
$38.7K - $44K
|
208K
$5.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.5K- 1.63% |
$40K - $45.4K
|
90.8K
$2.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.55K- 2.91% |
$41.1K - $46.7K
|
51.5K
$1.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.8K- 9.8% |
$48K - $54.5K
|
16.6K
$449K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2K- 9.25% |
$53.2K - $60.3K
|
19.6K
$531K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.06K- 66.05% |
$54.8K - $62.2K
|
1.06K
$28.6K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-2.36K- 0.98% |
$62.8K - $71.3K
|
238K
$6.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.38K- 2.14% |
$63.3K - $71.9K
|
109K
$2.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.41K- 6.45% |
$64.3K - $73K
|
35K
$948K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-2.42K- 4.58% |
$64.4K - $73.1K
|
50.4K
$1.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.42K- 3.04% |
$64.4K - $73.1K
|
77K
$2.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.59K- 8.68% |
$69K - $78.4K
|
27.3K
$738K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-2.75K- 4.35% |
$73.1K - $83K
|
60.3K
$1.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-3.25K- 0.97% |
$86.5K - $98.2K
|
333K
$9.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-3.5K- 8.74% |
$93.2K - $106K
|
36.5K
$989K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-3.57K- 7.46% |
$95.1K - $108K
|
44.3K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-3.79K- 2.67% |
$101K - $114K
|
138K
$3.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-4.41K- 18.17% |
$117K - $133K
|
19.9K
$538K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-4.6K- 35.79% |
$123K - $139K
|
8.26K
$224K
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-5.05K- 5.26% |
$134K - $153K
|
91K
$2.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-5.24K- 14.49% |
$139K - $158K
|
30.9K
$837K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-5.81K- 13.96% |
$155K - $176K
|
35.8K
$970K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-6.38K- 15.78% |
$170K - $193K
|
34.1K
$922K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-7.09K- 3.05% |
$189K - $214K
|
225K
$6.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-8.14K- 0.72% |
$217K - $246K
|
1.12M
$30.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8.61K- 11.02% |
$229K - $260K
|
69.6K
$1.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-9.51K- 16.22% |
$253K - $288K
|
49.1K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-9.82K- 50.45% |
$262K - $297K
|
9.65K
$261K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-9.88K- 49.46% |
$263K - $299K
|
10.1K
$273K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-11.9K- 9.46% |
$316K - $359K
|
114K
$3.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-16.7K- 8.06% |
$444K - $504K
|
190K
$5.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-18.9K- 15.8% |
$503K - $571K
|
101K
$2.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-20.9K- 2.83% |
$556K - $631K
|
715K
$19.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-86.9K- 6.66% |
$2.31M - $2.63M
|
1.22M
$33M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-175K- 70.81% |
$4.66M - $5.29M
|
72.1K
$1.95M
|