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 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-13.6K- 3.74% |
$318K - $345K
|
349K
$9.29M
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-13.9K- 54.26% |
$326K - $353K
|
11.7K
$311K
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-13.9K- 5.6% |
$326K - $354K
|
235K
$6.25M
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-15K- 34.21% |
$352K - $381K
|
28.8K
$767K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-15.2K- 7.71% |
$356K - $386K
|
181K
$4.83M
|
|
|
May 15, 2024
Q1 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-15.3K- 20.0% |
$360K - $390K
|
61.3K
$1.63M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-15.7K- 6.49% |
$368K - $399K
|
226K
$6.01M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-16.4K- 3.36% |
$384K - $417K
|
471K
$12.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-16.8K- 43.33% |
$395K - $428K
|
22K
$586K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.5K- 8.12% |
$411K - $446K
|
198K
$5.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-17.8K- 7.47% |
$417K - $452K
|
220K
$5.86M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-17.9K- 11.25% |
$420K - $456K
|
141K
$3.76M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-18K- 17.14% |
$424K - $459K
|
87.3K
$2.32M
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-18.2K- 56.96% |
$427K - $463K
|
13.8K
$366K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-19.9K- 5.35% |
$466K - $506K
|
352K
$9.37M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-20.1K- 21.47% |
$473K - $512K
|
73.6K
$1.96M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-20.9K- 26.52% |
$490K - $531K
|
57.8K
$1.54M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-21.3K- 32.94% |
$499K - $541K
|
43.3K
$1.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Strid Group, LLC
|
SELL
|
- |
-21.4K- 8.19% |
$503K - $546K
|
240K
$6.4M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-21.5K- 22.67% |
$504K - $546K
|
73.2K
$1.95M
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-22.7K- 33.11% |
$533K - $578K
|
45.9K
$1.22M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-24.2K- 22.24% |
$569K - $617K
|
84.7K
$2.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-25.1K- 56.13% |
$589K - $639K
|
19.6K
$523K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-26.1K- 29.27% |
$612K - $664K
|
63K
$1.68M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-26.4K- 46.91% |
$619K - $671K
|
29.8K
$794K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-26.4K- 76.63% |
$619K - $671K
|
8.04K
$214K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-27.3K- 5.43% |
$641K - $695K
|
476K
$12.7M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-29.8K- 3.78% |
$699K - $758K
|
759K
$20.2M
|
|
|
May 10, 2024
Q1 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-30.5K- 53.68% |
$715K - $775K
|
26.3K
$700K
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-30.5K- 38.76% |
$716K - $777K
|
48.2K
$1.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-30.6K- 27.46% |
$717K - $778K
|
80.7K
$2.15M
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-31K- 10.37% |
$727K - $789K
|
268K
$7.13M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-33.4K- 3.07% |
$783K - $849K
|
1.05M
$28M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-36.6K- 46.69% |
$859K - $931K
|
41.8K
$1.11M
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-37K- 9.29% |
$869K - $942K
|
361K
$9.63M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-37.5K- 1.47% |
$880K - $954K
|
2.52M
$67.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-39.1K- 98.12% |
$918K - $995K
|
750
$20K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-39.8K- 35.84% |
$934K - $1.01M
|
71.2K
$1.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-41.8K- 76.69% |
$980K - $1.06M
|
12.7K
$338K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-42.7K- 7.86% |
$1M - $1.09M
|
501K
$13.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-43.6K- 11.32% |
$1.02M - $1.11M
|
342K
$9.1M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-45.2K- 20.23% |
$1.06M - $1.15M
|
178K
$4.75M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-47.2K- 32.3% |
$1.11M - $1.2M
|
98.9K
$2.63M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-47.4K- 12.59% |
$1.11M - $1.21M
|
329K
$8.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-50.6K- 2.04% |
$1.19M - $1.29M
|
2.43M
$64.7M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-51.2K- 10.4% |
$1.2M - $1.3M
|
441K
$11.8M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-62.5K- 3.27% |
$1.47M - $1.59M
|
1.85M
$49.3M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-72.5K- 0.36% |
$1.7M - $1.84M
|
19.9M
$530M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-80.6K- 41.63% |
$1.89M - $2.05M
|
113K
$3.01M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-80.7K- 54.96% |
$1.89M - $2.05M
|
66.1K
$1.76M
|