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 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-12.4K- 6.98% |
$331K - $376K
|
166K
$4.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-12.5K- 7.97% |
$333K - $379K
|
145K
$3.94M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-16.7K- 8.06% |
$444K - $504K
|
190K
$5.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-18.9K- 15.8% |
$503K - $571K
|
101K
$2.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-19.6K- 19.82% |
$522K - $592K
|
79.2K
$2.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-19.7K- 56.0% |
$526K - $597K
|
15.5K
$423K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-20.9K- 2.83% |
$556K - $631K
|
715K
$19.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
SELL
|
- |
-24.4K- 9.96% |
$651K - $739K
|
221K
$6.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-30.3K- 23.44% |
$808K - $917K
|
99.1K
$2.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-31.5K- 9.8% |
$840K - $954K
|
290K
$7.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-33.8K- 1.66% |
$900K - $1.02M
|
2M
$54.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-85.9K- 85.3% |
$2.29M - $2.6M
|
14.8K
$404K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-86.9K- 6.66% |
$2.31M - $2.63M
|
1.22M
$33.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-92.5K- 26.48% |
$2.46M - $2.8M
|
257K
$7M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-128K- 99.92% |
$3.41M - $3.87M
|
103
$2.81K
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-175K- 70.81% |
$4.66M - $5.29M
|
72.1K
$1.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-339K- 96.24% |
$9.03M - $10.3M
|
13.2K
$361K
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-498K- 50.01% |
$13.3M - $15M
|
497K
$13.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.92M- 76.69% |
$77.9M - $88.4M
|
889K
$24.2M
|