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 17, 2024
Q1 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-83.2K- 58.32% |
$1.95M - $2.12M
|
59.5K
$1.58M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-85.3K- 40.32% |
$2M - $2.17M
|
126K
$3.36M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-91.4K- 13.93% |
$2.14M - $2.33M
|
564K
$15M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-101K- 37.76% |
$2.37M - $2.57M
|
166K
$4.43M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-138K- 52.3% |
$3.25M - $3.52M
|
126K
$3.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-143K- 44.99% |
$3.35M - $3.63M
|
174K
$4.65M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-146K- 36.2% |
$3.43M - $3.71M
|
257K
$6.85M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-171K- 92.22% |
$4.02M - $4.36M
|
14.4K
$385K
|
|
|
Apr 24, 2024
Q1 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-172K- 47.59% |
$4.04M - $4.38M
|
189K
$5.05M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-183K- 97.58% |
$4.29M - $4.65M
|
4.54K
$121K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-188K- 79.66% |
$4.41M - $4.78M
|
48K
$1.28M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-192K- 9.31% |
$4.51M - $4.89M
|
1.87M
$49.9M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-210K- 86.67% |
$4.92M - $5.33M
|
32.2K
$858K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-235K- 7.72% |
$5.52M - $5.98M
|
2.81M
$74.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-304K- 91.28% |
$7.13M - $7.73M
|
29K
$773K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-314K- 17.47% |
$7.36M - $7.99M
|
1.48M
$39.5M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-322K- 12.9% |
$7.56M - $8.2M
|
2.18M
$57.9M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-329K- 62.4% |
$7.72M - $8.37M
|
198K
$5.28M
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-398K- 87.03% |
$9.35M - $10.1M
|
59.4K
$1.58M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-754K- 65.06% |
$17.7M - $19.2M
|
405K
$10.8M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.46M- 5.88% |
$34.2M - $37.1M
|
23.3M
$622M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.22M- 94.65% |
$216M - $235M
|
522K
$13.9M
|