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 |
|---|---|---|---|---|---|---|---|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2.08K- 1.6% |
$48.9K - $53K
|
128K
$3.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.09K- 1.05% |
$49.1K - $53.3K
|
197K
$5.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.1K- 2.13% |
$49.2K - $53.4K
|
96.5K
$2.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Olio Financial Planning
|
SELL
|
- |
-2.19K- 0.88% |
$51.3K - $55.6K
|
247K
$6.61M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.22K- 9.15% |
$52.1K - $56.5K
|
22.1K
$590K
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-2.29K- 1.87% |
$53.7K - $58.3K
|
120K
$3.21M
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-2.29K- 18.68% |
$53.8K - $58.3K
|
9.97K
$267K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.33K- 1.37% |
$54.6K - $59.2K
|
167K
$4.47M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-2.33K- 6.89% |
$54.7K - $59.3K
|
31.5K
$843K
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-2.33K- 1.85% |
$54.8K - $59.4K
|
123K
$3.3M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.37K- 2.18% |
$55.7K - $60.4K
|
106K
$2.85M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.39K- 1.84% |
$56.1K - $60.9K
|
128K
$3.42M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.47K- 0.33% |
$57.9K - $62.8K
|
754K
$20.2M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-2.48K- 23.59% |
$58.2K - $63.1K
|
8.03K
$215K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-2.49K- 4.1% |
$58.5K - $63.4K
|
58.3K
$1.56M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-2.61K- 20.31% |
$61.2K - $66.3K
|
10.2K
$274K
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-2.61K- 24.59% |
$61.3K - $66.5K
|
8.01K
$214K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.63K- 20.86% |
$61.6K - $66.8K
|
9.96K
$267K
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-2.69K- 14.73% |
$63.2K - $68.5K
|
15.6K
$417K
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-2.7K- 14.86% |
$63.3K - $68.6K
|
15.4K
$413K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.7K- 4.29% |
$63.3K - $68.7K
|
60.1K
$1.61M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.83K- 49.65% |
$66.4K - $72K
|
2.87K
$76.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.91K- 22.88% |
$68.4K - $74.1K
|
9.82K
$263K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.94K- 12.63% |
$68.9K - $74.7K
|
20.3K
$543K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.98K- 10.01% |
$69.9K - $75.8K
|
26.8K
$717K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.99K- 2.16% |
$70.1K - $76K
|
135K
$3.62M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-3.02K- 14.4% |
$70.9K - $76.9K
|
18K
$481K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3.16K- 2.91% |
$74.1K - $80.3K
|
105K
$2.82M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-3.2K- 4.18% |
$75K - $81.3K
|
73.3K
$1.96M
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-3.5K- 10.94% |
$82.2K - $89.1K
|
28.5K
$762K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-3.53K- 17.59% |
$82.8K - $89.8K
|
16.5K
$442K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.53K- 9.2% |
$82.8K - $89.8K
|
34.8K
$932K
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-3.57K- 27.56% |
$83.7K - $90.7K
|
9.37K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3.59K- 3.61% |
$84.3K - $91.4K
|
95.9K
$2.57M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-3.6K- 22.47% |
$84.4K - $91.5K
|
12.4K
$332K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-3.63K- 0.34% |
$85.3K - $92.5K
|
1.08M
$28.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-3.65K- 2.86% |
$85.5K - $92.8K
|
124K
$3.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-3.72K- 24.02% |
$87.3K - $94.6K
|
11.8K
$315K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-3.73K- 5.95% |
$87.4K - $94.8K
|
58.9K
$1.58M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.81K- 9.05% |
$89.3K - $96.8K
|
38.2K
$1.02M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-3.83K- 10.12% |
$89.8K - $97.3K
|
34K
$909K
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-4.27K- 4.06% |
$100K - $109K
|
101K
$2.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.32K- 7.76% |
$101K - $110K
|
51.3K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-4.41K- 16.74% |
$103K - $112K
|
21.9K
$586K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-4.45K- 9.1% |
$104K - $113K
|
44.4K
$1.19M
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-4.49K- 2.56% |
$105K - $114K
|
171K
$4.58M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-4.74K- 10.64% |
$111K - $121K
|
39.9K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4.82K- 12.74% |
$113K - $123K
|
33K
$883K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.83K- 4.52% |
$113K - $123K
|
102K
$2.73M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-4.94K- 4.21% |
$116K - $126K
|
112K
$3.01M
|