Purchases and Sales Made in Q4 2024 in Schwab Strategic Tr Us Emergin (SCHE)

SCHE Quotes by TradingView

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
Thompson Investment Management, Inc.

BUY
 -
359
+ 0.65%
$9.56K - $10.9K
55.6K $1.53M
Jan 23, 2025 Q4 2024
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
339
+ 1.84%
$9.03K - $10.2K
18.7K $517K
Feb 14, 2025 Q4 2024
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
334
+ 8.35%
$8.89K - $10.1K
4.33K $120K
Jan 29, 2025 Q4 2024
Stonebridge Financial Group, LLC

Wormleysburg, PA
BUY
 -
334
New
$8.89K - $10.1K
334 $9.22K
Feb 11, 2025 Q4 2024
Sellwood Investment Partners LLC

Portland, OR
BUY
 -
330
New
$8.79K - $9.98K
330 $9.11K
Feb 13, 2025 Q4 2024
Evensky & Katz LLC

BUY
 -
318
+ 1.6%
$8.47K - $9.61K
20.2K $557K
Jan 27, 2025 Q4 2024
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
312
+ 3.79%
$8.31K - $9.43K
8.53K $236K
Jan 30, 2025 Q4 2024
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
275
+ 2.84%
$7.32K - $8.31K
9.97K $275K
Feb 04, 2025 Q4 2024
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
271
+ 2.84%
$7.22K - $8.19K
9.83K $271K
Feb 03, 2025 Q4 2024
Schaeffer Financial LLC

BUY
 -
266
+ 2.84%
$7.08K - $8.04K
9.64K $266K
Jan 29, 2025 Q4 2024
Gradient Capital Advisors, LLC

BUY
 -
258
+ 1.73%
$6.87K - $7.8K
15.1K $418K
Feb 10, 2025 Q4 2024
Security National Bank

BUY
 -
257
New
$6.84K - $7.77K
257 $7.1K
Feb 13, 2025 Q4 2024
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
257
+ 1.07%
$6.84K - $7.77K
24.3K $671K
Feb 07, 2025 Q4 2024
Warwick Investment Management, Inc.

BUY
 -
255
+ 2.74%
$6.79K - $7.71K
9.57K $264K
Feb 14, 2025 Q4 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
252
+ 365.22%
$6.71K - $7.62K
321 $8.86K
Feb 12, 2025 Q4 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
238
+ 2.99%
$6.34K - $7.19K
8.19K $226K
Feb 10, 2025 Q4 2024
ETF Store, Inc.

BUY
 -
233
+ 2.69%
$6.2K - $7.04K
8.88K $245K
Feb 07, 2025 Q4 2024
Glaxis Capital Management, LLC

Sarasota, FL
BUY
 -
231
+ 2.85%
$6.15K - $6.98K
8.34K $230K
Jan 22, 2025 Q4 2024
Warner Financial, Inc

Bethesda, MD
BUY
 -
225
+ 2.72%
$5.99K - $6.8K
8.51K $235K
Feb 03, 2025 Q4 2024
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
221
+ 1.47%
$5.89K - $6.68K
15.3K $421K
Feb 06, 2025 Q4 2024
Sage Rhino Capital LLC

BUY
 -
219
+ 2.85%
$5.83K - $6.62K
7.92K $219K
Feb 03, 2025 Q4 2024
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
217
+ 1.22%
$5.78K - $6.56K
18.1K $499K
Jan 17, 2025 Q4 2024
Apeiron Ria LLC

BUY
 -
210
+ 1.65%
$5.59K - $6.35K
12.9K $357K
Feb 12, 2025 Q4 2024
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
201
+ 1.26%
$5.35K - $6.08K
16.2K $446K
Feb 12, 2025 Q4 2024
Islay Capital Management, LLC

Lubbock, TX
BUY
 -
189
+ 6.37%
$5.03K - $5.71K
3.16K $87.2K
Jan 10, 2025 Q4 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
175
New
$4.66K - $5.29K
175 $4.83K
Jan 15, 2025 Q4 2024
Retirement Wealth Solutions LLC

Marshfield, WI
BUY
 -
161
New
$4.29K - $4.87K
161 $4.45K
Jan 17, 2025 Q4 2024
Davis Capital Management

Jacksonville, FL
BUY
 -
161
+ 143.75%
$4.29K - $4.87K
273 $7.54K
Feb 13, 2025 Q4 2024
Madden Advisory Services, Inc.

BUY
 -
158
+ 0.38%
$4.21K - $4.78K
41.4K $1.14M
Feb 07, 2025 Q4 2024
Cascade Financial Partners, LLC

San Diego, CA
BUY
 -
152
+ 0.12%
$4.05K - $4.59K
125K $3.45M
Feb 04, 2025 Q4 2024
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
128
+ 0.8%
$3.41K - $3.87K
16.2K $448K
Feb 07, 2025 Q4 2024
Pillar Financial Advisors, LLC

Louisville, KY
BUY
 -
111
New
$2.96K - $3.36K
111 $3.06K
Feb 14, 2025 Q4 2024
Greenline Partners, LLC

New York, NY
BUY
 -
110
+ 0.26%
$2.93K - $3.33K
42.7K $1.18M
Feb 12, 2025 Q4 2024
Blair William & CO

Chicago, IL
BUY
 -
110
+ 0.49%
$2.93K - $3.33K
22.8K $628K
Jan 23, 2025 Q4 2024
Caprock Group, Inc.

BUY
 -
105
+ 1.13%
$2.8K - $3.17K
9.41K $260K
Jan 27, 2025 Q4 2024
Crewe Advisors LLC

BUY
 -
102
+ 2.84%
$2.72K - $3.08K
3.69K $102K
Jan 31, 2025 Q4 2024
Opus Capital Group, LLC

BUY
 -
101
+ 0.16%
$2.69K - $3.05K
61.8K $1.71M
Feb 13, 2025 Q4 2024
Russell Investments Group, Ltd.

BUY
 -
99
New
$2.64K - $2.99K
99 $2.73K
Jan 16, 2025 Q4 2024
Zhang Financial LLC

BUY
 -
93
+ 1.0%
$2.48K - $2.81K
9.38K $259K
Feb 11, 2025 Q4 2024
All Square Wealth Management LLC

Albany, NY
BUY
 -
92
+ 0.1%
$2.45K - $2.78K
88.1K $2.43M
Jan 22, 2025 Q4 2024
Whitcomb & Hess, Inc.

BUY
 -
83
+ 0.26%
$2.21K - $2.51K
31.6K $874K
Jan 13, 2025 Q4 2024
Advisor Net Financial, Inc

BUY
 -
81
+ 0.68%
$2.16K - $2.45K
11.9K $330K
Jan 14, 2025 Q4 2024
Ritholtz Wealth Management

BUY
 -
79
+ 0.86%
$2.1K - $2.39K
9.26K $256K
Feb 13, 2025 Q4 2024
Bridge Generations Wealth Management LLC

South Miami, FL
BUY
 -
79
New
$2.1K - $2.39K
79 $2.18K
Jan 28, 2025 Q4 2024
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
74
+ 29.84%
$1.97K - $2.24K
322 $8.89K
Feb 12, 2025 Q4 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
70
+ 50.36%
$1.86K - $2.12K
209 $5.77K
Feb 06, 2025 Q4 2024
Meridian Wealth Management, LLC

BUY
 -
68
+ 0.41%
$1.81K - $2.06K
16.5K $455K
Jan 30, 2025 Q4 2024
Salomon & Ludwin, LLC

BUY
 -
68
+ 1133.33%
$1.81K - $2.06K
74 $2.04K
Jan 23, 2025 Q4 2024
Simpli Fi, Inc.

BUY
 -
62
+ 0.62%
$1.65K - $1.87K
10.1K $280K

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