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 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.21K+ 6.0% |
$58.8K - $66.8K
|
39K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.17K+ 2.46% |
$57.9K - $65.7K
|
90.6K
$2.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
2.17K+ 17.43% |
$57.9K - $65.7K
|
14.6K
$404K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.17K+ 76.86% |
$57.8K - $65.7K
|
5K
$138K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.05K+ 5.81% |
$54.6K - $62K
|
37.3K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2.05KNew |
$54.5K - $61.9K
|
2.05K
$56.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
1.9K+ 19.12% |
$50.5K - $57.3K
|
11.8K
$326K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.89K+ 4.67% |
$50.4K - $57.2K
|
42.4K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.83K+ 2.25% |
$48.8K - $55.4K
|
83.3K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1.75K+ 488.3% |
$46.7K - $53K
|
2.11K
$58.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.73K+ 0.54% |
$46.2K - $52.4K
|
321K
$8.87M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.71K+ 20.4% |
$45.5K - $51.6K
|
10.1K
$278K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.68K+ 8.56% |
$44.7K - $50.8K
|
21.3K
$588K
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
1.67K+ 1.12% |
$44.6K - $50.6K
|
151K
$4.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.67K+ 4.54% |
$44.5K - $50.5K
|
38.5K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1.59K+ 1.61% |
$42.4K - $48.2K
|
101K
$2.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.55K+ 4.32% |
$41.2K - $46.8K
|
37.4K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.49K+ 13.69% |
$39.8K - $45.1K
|
12.4K
$342K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.46K+ 1.35% |
$38.9K - $44.2K
|
110K
$3.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
1.45K+ 4.92% |
$38.7K - $43.9K
|
31K
$855K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
1.41KNew |
$37.4K - $42.5K
|
1.41K
$38.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1.36K+ 299.12% |
$36.2K - $41.1K
|
1.81K
$50K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.35KNew |
$36.1K - $40.9K
|
1.35K
$37.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.35K+ 2.48% |
$35.9K - $40.8K
|
55.8K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.35K+ 1.7% |
$35.9K - $40.8K
|
80.5K
$2.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.35K+ 132.91% |
$35.8K - $40.7K
|
2.36K
$65.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.34K+ 13.49% |
$35.8K - $40.6K
|
11.3K
$312K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.34K+ 8.2% |
$35.6K - $40.4K
|
17.6K
$487K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
1.32K+ 1.64% |
$35.1K - $39.8K
|
81.8K
$2.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
1.3K+ 7.53% |
$34.6K - $39.3K
|
18.6K
$513K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.23K+ 0.7% |
$32.8K - $37.2K
|
176K
$4.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.2K+ 21.41% |
$32K - $36.3K
|
6.81K
$188K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.2KNew |
$31.8K - $36.1K
|
1.2K
$33K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.18K+ 8.6% |
$31.5K - $35.8K
|
14.9K
$412K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.15K+ 7.36% |
$30.6K - $34.7K
|
16.7K
$462K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.1K+ 4.78% |
$29.3K - $33.2K
|
24.1K
$666K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.09KNew |
$29.1K - $33.1K
|
1.09K
$30.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.09K+ 3.71% |
$28.9K - $32.9K
|
30.4K
$839K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.08K+ 3.14% |
$28.7K - $32.6K
|
35.5K
$979K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.08KNew |
$28.7K - $32.6K
|
1.08K
$29.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.07K+ 2.02% |
$28.5K - $32.3K
|
54K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.05K+ 5.24% |
$27.8K - $31.6K
|
21K
$579K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.02K+ 3.89% |
$27.2K - $30.8K
|
27.2K
$752K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.02K+ 2.44% |
$27.1K - $30.8K
|
42.8K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
984+ 5788.24% |
$26.2K - $29.7K
|
1K
$27.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
927New |
$24.7K - $28K
|
927
$25.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
899+ 7.31% |
$23.9K - $27.2K
|
13.2K
$364K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
887+ 2.31% |
$23.6K - $26.8K
|
39.4K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
885+ 1.01% |
$23.6K - $26.8K
|
88.9K
$2.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
880+ 377.68% |
$23.4K - $26.6K
|
1.11K
$30.7K
|