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 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-4- 0.19% |
$107 - $121
|
2.1K
$57.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-16- 0.09% |
$426 - $484
|
17.3K
$478K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-17- 0.09% |
$453 - $514
|
18.4K
$508K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-19- 1.58% |
$506 - $574
|
1.18K
$32.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-24- 0.13% |
$639 - $726
|
18.2K
$502K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-25- 0.18% |
$666 - $756
|
14K
$386K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-29- 0.75% |
$772 - $877
|
3.82K
$105K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-31- 0.06% |
$826 - $937
|
50.3K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-35- 0.24% |
$932 - $1.06K
|
14.3K
$394K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-37- 9.87% |
$985 - $1.12K
|
338
$9.33K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-39- 0.03% |
$1.04K - $1.18K
|
116K
$3.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-41- 0.28% |
$1.09K - $1.24K
|
14.5K
$400K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-45- 1.02% |
$1.2K - $1.36K
|
4.35K
$120K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-46- 0.19% |
$1.22K - $1.39K
|
24.6K
$678K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-49- 0.59% |
$1.3K - $1.48K
|
8.19K
$226K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-50- 0.63% |
$1.33K - $1.51K
|
7.92K
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-50- 0.63% |
$1.33K - $1.51K
|
7.83K
$216K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-57- 0.19% |
$1.52K - $1.72K
|
29.5K
$814K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-65- 0.04% |
$1.73K - $1.96K
|
174K
$4.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-67- 0.17% |
$1.78K - $2.03K
|
38.9K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-69- 0.52% |
$1.84K - $2.09K
|
13.3K
$366K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-71Closed |
$1.89K - $2.15K
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-80- 43.72% |
$2.13K - $2.42K
|
103
$2.84K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-98- 0.93% |
$2.61K - $2.96K
|
10.4K
$288K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-100- 3.33% |
$2.66K - $3.02K
|
2.91K
$80.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-108- 0.43% |
$2.88K - $3.26K
|
24.9K
$688K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-109- 0.64% |
$2.9K - $3.3K
|
16.8K
$464K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-109- 0.86% |
$2.9K - $3.3K
|
12.6K
$349K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-112- 74.67% |
$2.98K - $3.39K
|
38
$1.05K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-123- 0.13% |
$3.28K - $3.72K
|
95.8K
$2.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-123- 0.6% |
$3.28K - $3.72K
|
20.3K
$561K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-128- 0.32% |
$3.41K - $3.87K
|
39.5K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-130- 0.39% |
$3.46K - $3.93K
|
32.8K
$906K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-140- 9.25% |
$3.73K - $4.23K
|
1.37K
$37.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-144- 31.1% |
$3.83K - $4.35K
|
319
$8.81K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-149- 0.79% |
$3.97K - $4.5K
|
18.7K
$516K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-149- 0.32% |
$3.97K - $4.5K
|
46K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-163- 5.36% |
$4.34K - $4.93K
|
2.88K
$79.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-164- 0.62% |
$4.37K - $4.96K
|
26.3K
$725K
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-165- 0.18% |
$4.39K - $4.99K
|
89.8K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-179- 5.95% |
$4.77K - $5.41K
|
2.83K
$78.1K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-180- 1.28% |
$4.79K - $5.44K
|
13.9K
$385K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-200- 25.25% |
$5.33K - $6.05K
|
592
$16.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-211- 0.39% |
$5.62K - $6.38K
|
53.3K
$1.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-211- 0.36% |
$5.62K - $6.38K
|
58.8K
$1.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-214- 1.66% |
$5.7K - $6.47K
|
12.7K
$350K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-214- 2.51% |
$5.7K - $6.47K
|
8.3K
$229K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-219- 1.15% |
$5.83K - $6.62K
|
18.8K
$519K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-229- 10.14% |
$6.1K - $6.92K
|
2.03K
$56K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-236- 0.66% |
$6.28K - $7.13K
|
35.4K
$979K
|