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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-5.03K- 86.62% |
$118K - $128K
|
777
$20.8K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.17K- 36.17% |
$121K - $132K
|
9.12K
$244K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-5.19K- 13.14% |
$122K - $132K
|
34.3K
$918K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5.22K- 20.8% |
$123K - $133K
|
19.9K
$532K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5.27K- 4.82% |
$124K - $134K
|
104K
$2.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-5.38K- 6.19% |
$126K - $137K
|
81.5K
$2.18M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-5.42K- 34.0% |
$127K - $138K
|
10.5K
$281K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5.51K- 12.92% |
$129K - $140K
|
37.1K
$993K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.61K- 16.62% |
$132K - $143K
|
28.1K
$753K
|
|
|
May 08, 2024
Q1 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-5.86K- 1.65% |
$138K - $149K
|
349K
$9.34M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.88K- 9.09% |
$138K - $150K
|
58.8K
$1.57M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-6.04K- 3.14% |
$142K - $154K
|
186K
$4.98M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.22K- 3.85% |
$146K - $158K
|
155K
$4.15M
|
|
|
May 06, 2024
Q1 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-6.63K- 11.43% |
$156K - $169K
|
51.4K
$1.37M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.71K- 39.76% |
$157K - $171K
|
10.2K
$272K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.75K- 39.22% |
$158K - $172K
|
10.5K
$280K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-6.77K- 4.86% |
$159K - $172K
|
132K
$3.54M
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-6.78K- 4.24% |
$159K - $173K
|
153K
$4.1M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-6.82K- 11.21% |
$160K - $174K
|
54K
$1.45M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-6.95K- 33.65% |
$163K - $177K
|
13.7K
$367K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7.31K- 3.37% |
$172K - $186K
|
209K
$5.6M
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-7.41K- 23.42% |
$174K - $189K
|
24.2K
$648K
|
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-7.88K- 13.1% |
$185K - $200K
|
52.2K
$1.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-7.91K- 13.84% |
$186K - $201K
|
49.3K
$1.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-7.93K- 27.29% |
$186K - $202K
|
21.1K
$565K
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-8.28K- 3.99% |
$194K - $211K
|
199K
$5.33M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-8.4K- 9.39% |
$197K - $214K
|
81K
$2.17M
|
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-8.46K- 19.72% |
$199K - $215K
|
34.4K
$921K
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-8.87K- 17.41% |
$208K - $226K
|
42.1K
$1.13M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-8.88K- 9.98% |
$208K - $226K
|
80.1K
$2.14M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-8.97K- 8.1% |
$211K - $228K
|
102K
$2.72M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-9.04K- 43.84% |
$212K - $230K
|
11.6K
$310K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9.13K- 9.19% |
$214K - $232K
|
90.3K
$2.41M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-9.32K- 3.11% |
$219K - $237K
|
291K
$7.77M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-9.51K- 2.71% |
$223K - $242K
|
341K
$9.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-9.66K- 4.88% |
$227K - $246K
|
188K
$5.04M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10.3K- 17.24% |
$241K - $261K
|
49.2K
$1.32M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-10.6K- 7.06% |
$249K - $270K
|
140K
$3.74M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-10.9K- 38.9% |
$255K - $277K
|
17.1K
$457K
|
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-11K- 1.53% |
$258K - $279K
|
706K
$18.9M
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-11K- 1.53% |
$258K - $279K
|
706K
$18.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.4K- 11.16% |
$268K - $290K
|
90.8K
$2.43M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-11.6K- 10.13% |
$272K - $295K
|
103K
$2.75M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-12K- 24.34% |
$282K - $306K
|
37.3K
$998K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-12.1K- 50.64% |
$284K - $308K
|
11.8K
$316K
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-12.2K- 15.35% |
$285K - $309K
|
67K
$1.79M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-12.2K- 10.59% |
$286K - $310K
|
103K
$2.75M
|
|
|
Apr 11, 2024
Q1 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-12.3K- 9.62% |
$290K - $314K
|
116K
$3.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-13.4K- 26.29% |
$315K - $341K
|
37.6K
$1.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-13.5K- 9.71% |
$316K - $343K
|
125K
$3.35M
|