Purchases and Sales Made in Q1 2024 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.72M+ 5410.51% |
$63.8M - $69.2M
|
2.77M
$74.1M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.38M+ 1.65% |
$32.4M - $35.2M
|
85.3M
$2.28B
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.34M+ 29.73% |
$31.4M - $34M
|
5.83M
$156M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.04M+ 2746.94% |
$24.4M - $26.5M
|
1.08M
$28.9M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
798K+ 693.02% |
$18.7M - $20.3M
|
913K
$24.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
533K+ 58.47% |
$12.5M - $13.6M
|
1.44M
$38.6M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
505KNew |
$11.9M - $12.9M
|
505K
$13.5M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
488K+ 643.5% |
$11.4M - $12.4M
|
563K
$15.1M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
303KNew |
$7.11M - $7.71M
|
303K
$8.11M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
268K+ 25.89% |
$6.3M - $6.83M
|
1.3M
$34.9M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
264KNew |
$6.19M - $6.71M
|
264K
$7.06M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
187K+ 1.56% |
$4.39M - $4.76M
|
12.2M
$326M
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
174KNew |
$4.09M - $4.43M
|
174K
$4.66M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
153K+ 19.27% |
$3.58M - $3.88M
|
944K
$25.3M
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
150KNew |
$3.52M - $3.82M
|
150K
$4.01M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
139K+ 27.71% |
$3.26M - $3.53M
|
640K
$17.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
139K+ 12.44% |
$3.25M - $3.53M
|
1.25M
$33.5M
|
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
128K+ 11.95% |
$2.99M - $3.25M
|
1.19M
$32M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
125KNew |
$2.93M - $3.18M
|
125K
$3.34M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
108K+ 16.23% |
$2.54M - $2.75M
|
775K
$20.7M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
104K+ 21.77% |
$2.44M - $2.65M
|
582K
$15.6M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
78.1KNew |
$1.83M - $1.99M
|
78.1K
$2.09M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
77.8KNew |
$1.83M - $1.98M
|
77.8K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
77K+ 6.8% |
$1.81M - $1.96M
|
1.21M
$32.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
75K+ 20.35% |
$1.76M - $1.91M
|
444K
$11.9M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
72.6K+ 4.03% |
$1.7M - $1.85M
|
1.87M
$50.1M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
72.6K+ 4.03% |
$1.7M - $1.85M
|
1.87M
$50.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
70.3KNew |
$1.65M - $1.79M
|
70.3K
$1.88M
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
66K+ 27.33% |
$1.55M - $1.68M
|
307K
$8.22M
|
|
|
Apr 24, 2024
Q1 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
63.5K+ 106.69% |
$1.49M - $1.62M
|
123K
$3.29M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
62KNew |
$1.46M - $1.58M
|
62K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
61.2KNew |
$1.44M - $1.56M
|
61.2K
$1.64M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
56.5KNew |
$1.33M - $1.44M
|
56.5K
$1.51M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
51.6K+ 33.64% |
$1.21M - $1.31M
|
205K
$5.48M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
49.7K+ 11.29% |
$1.17M - $1.27M
|
490K
$13.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
43.4K+ 2.5% |
$1.02M - $1.1M
|
1.78M
$47.6M
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
42.3K+ 7.0% |
$992K - $1.08M
|
646K
$17.3M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
39.5K+ 8.79% |
$926K - $1M
|
488K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
38.7K+ 23.39% |
$907K - $984K
|
204K
$5.46M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.1K+ 22.1% |
$870K - $944K
|
205K
$5.48M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
36.7K+ 6.22% |
$860K - $933K
|
626K
$16.7M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
35.8KNew |
$840K - $910K
|
35.8K
$957K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
33.6K+ 77.1% |
$788K - $855K
|
77.1K
$2.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
31.2K+ 2.41% |
$732K - $793K
|
1.33M
$35.4M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
28.9KNew |
$678K - $735K
|
28.9K
$773K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.9K+ 37.75% |
$631K - $684K
|
98.1K
$2.62M
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
26.7K+ 9.41% |
$628K - $681K
|
311K
$8.32M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
26.7K+ 1062.72% |
$628K - $680K
|
29.3K
$783K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
26.6K+ 10.3% |
$625K - $677K
|
285K
$7.62M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
26.3KNew |
$618K - $670K
|
26.3K
$705K
|