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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
10.6KNew |
$281K - $319K
|
10.6K
$292K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
10.3KNew |
$274K - $311K
|
10.3K
$284K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
10.1K+ 2.14% |
$269K - $305K
|
482K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.92K+ 22.81% |
$264K - $300K
|
53.4K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
9.92K+ 10.02% |
$264K - $300K
|
109K
$3.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
9.81KNew |
$261K - $296K
|
9.81K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.78K+ 1.5% |
$260K - $296K
|
663K
$18.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.58K+ 16.26% |
$255K - $290K
|
68.5K
$1.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
9.57KNew |
$255K - $289K
|
9.57K
$264K
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
9.19K+ 42.5% |
$245K - $278K
|
30.8K
$850K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
9KNew |
$240K - $272K
|
9K
$248K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
8.77K+ 45.83% |
$233K - $265K
|
27.9K
$770K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.69K+ 76.11% |
$231K - $263K
|
20.1K
$555K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
8.55K+ 2.17% |
$228K - $258K
|
402K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
8.5KNew |
$226K - $257K
|
8.5K
$235K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
8.44KNew |
$225K - $255K
|
8.44K
$233K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
8.16K+ 4.46% |
$217K - $247K
|
191K
$5.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
8.11K+ 20.13% |
$216K - $245K
|
48.4K
$1.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
7.91K+ 43.84% |
$211K - $239K
|
26K
$716K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
7.87K+ 5.71% |
$210K - $238K
|
146K
$4.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7.84KNew |
$209K - $237K
|
7.84K
$216K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
7.83KNew |
$209K - $237K
|
7.83K
$216K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
7.62KNew |
$203K - $230K
|
7.62K
$210K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
7.53K+ 6.15% |
$200K - $228K
|
130K
$3.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.49K+ 20.94% |
$199K - $226K
|
43.2K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
7.48K+ 3.97% |
$199K - $226K
|
196K
$5.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.43K+ 3.47% |
$198K - $225K
|
221K
$6.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
7.3K+ 1.39% |
$194K - $221K
|
532K
$14.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.27K+ 7.51% |
$194K - $220K
|
104K
$2.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
7.16K+ 9.5% |
$191K - $216K
|
82.5K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
7.06K+ 12.83% |
$188K - $213K
|
62.1K
$1.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
6.91K+ 1.4% |
$184K - $209K
|
501K
$13.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
6.91K+ 1.4% |
$184K - $209K
|
501K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
6.75K+ 6.23% |
$180K - $204K
|
115K
$3.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.63K+ 32.47% |
$177K - $200K
|
27.1K
$747K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.54K+ 59.88% |
$174K - $198K
|
17.5K
$482K
|
|
|
Feb 11, 2025
Q4 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
6.41K+ 3.99% |
$171K - $194K
|
167K
$4.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5.98K+ 11.3% |
$159K - $181K
|
58.9K
$1.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.93K+ 15.98% |
$158K - $179K
|
43.1K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.91K+ 27.14% |
$157K - $179K
|
27.7K
$765K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.56K+ 59.82% |
$148K - $168K
|
14.9K
$410K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5.47K+ 26.23% |
$146K - $165K
|
26.3K
$727K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.43K+ 2.25% |
$145K - $164K
|
247K
$6.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.33K+ 24.9% |
$142K - $161K
|
26.7K
$737K
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
5.27K+ 2.64% |
$140K - $159K
|
205K
$5.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.03K+ 27.67% |
$134K - $152K
|
23.2K
$640K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.01K+ 2.87% |
$133K - $151K
|
180K
$4.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.95K+ 33.25% |
$132K - $150K
|
19.8K
$547K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.93K+ 2.22% |
$131K - $149K
|
227K
$6.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
4.9KNew |
$131K - $148K
|
4.9K
$135K
|