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
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.87K+ 8.1% |
$130K - $147K
|
65K
$1.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
4.86KNew |
$129K - $147K
|
4.86K
$134K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.85K+ 2.3% |
$129K - $147K
|
216K
$5.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
4.76K+ 11.07% |
$127K - $144K
|
47.8K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
4.62K+ 1.01% |
$123K - $140K
|
459K
$12.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
4.45K+ 4.17% |
$118K - $134K
|
111K
$3.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.43K+ 26.54% |
$118K - $134K
|
21.1K
$584K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.34K+ 24.96% |
$116K - $131K
|
21.7K
$600K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
4.27K+ 1.65% |
$114K - $129K
|
263K
$7.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
4.24K+ 2.79% |
$113K - $128K
|
156K
$4.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.15K+ 49.04% |
$110K - $125K
|
12.6K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
4.13KNew |
$110K - $125K
|
4.13K
$114K
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.11K+ 1.1% |
$109K - $124K
|
378K
$10.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.06K+ 81.47% |
$108K - $123K
|
9.04K
$250K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4.01K+ 35.14% |
$107K - $121K
|
15.4K
$426K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.99K+ 3.64% |
$106K - $121K
|
114K
$3.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.85K+ 16.53% |
$102K - $116K
|
27.1K
$749K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.83K+ 5.56% |
$102K - $116K
|
72.7K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.82K+ 15.2% |
$102K - $116K
|
29K
$800K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.77K+ 49.96% |
$100K - $114K
|
11.3K
$312K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
3.76KNew |
$100K - $114K
|
3.76K
$104K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.71K+ 0.8% |
$98.8K - $112K
|
468K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
3.68KNew |
$97.9K - $111K
|
3.68K
$101K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.51K+ 33.68% |
$93.4K - $106K
|
13.9K
$385K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
3.43K+ 4.31% |
$91.4K - $104K
|
83.1K
$2.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3.4K+ 36.55% |
$90.6K - $103K
|
12.7K
$351K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.29K+ 19.94% |
$87.7K - $99.5K
|
19.8K
$547K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.18K+ 24.4% |
$84.6K - $96.1K
|
16.2K
$447K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
3.18K+ 3.38% |
$84.6K - $96K
|
97.2K
$2.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.17KNew |
$84.5K - $95.9K
|
3.17K
$87.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
3.07KNew |
$81.7K - $92.7K
|
3.07K
$84.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
2.97K+ 0.99% |
$79K - $89.7K
|
303K
$8.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.82K+ 37.58% |
$75K - $85.1K
|
10.3K
$285K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.79K+ 1.04% |
$74.3K - $84.3K
|
270K
$7.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.77K+ 20.54% |
$73.8K - $83.7K
|
16.3K
$449K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.72KNew |
$72.5K - $82.3K
|
2.72K
$75.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.71K+ 3.2% |
$72.2K - $82K
|
87.3K
$2.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.7K+ 16.56% |
$72K - $81.7K
|
19K
$525K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.68K+ 3.55% |
$71.3K - $80.9K
|
78.1K
$2.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2.61K+ 28.57% |
$69.5K - $78.8K
|
11.7K
$324K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
2.58K+ 33.0% |
$68.6K - $77.9K
|
10.4K
$287K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.56K+ 24.23% |
$68.1K - $77.4K
|
13.1K
$362K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
2.52K+ 5.05% |
$67.2K - $76.3K
|
52.5K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.51K+ 525.94% |
$66.9K - $76K
|
2.99K
$82.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2.43K+ 6.12% |
$64.8K - $73.5K
|
42.2K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2.41K+ 1.81% |
$64.1K - $72.7K
|
135K
$3.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
2.37KNew |
$63.1K - $71.7K
|
2.37K
$65.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.36K+ 96.09% |
$62.8K - $71.3K
|
4.81K
$133K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.28K+ 2.61% |
$60.6K - $68.8K
|
89.5K
$2.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.24KNew |
$59.6K - $67.7K
|
2.24K
$61.8K
|