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 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
26.3K+ 11.11% |
$617K - $670K
|
263K
$7M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
26.2KNew |
$615K - $667K
|
26.2K
$698K
|
|
|
Apr 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
24.5K+ 2.57% |
$575K - $624K
|
977K
$26M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
23.7KNew |
$557K - $604K
|
23.7K
$632K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
22.6K+ 28.45% |
$531K - $576K
|
102K
$2.72M
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
22.3K+ 4.61% |
$523K - $567K
|
505K
$13.5M
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
22.3K+ 4.61% |
$523K - $567K
|
505K
$13.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
20.6K+ 2.27% |
$482K - $523K
|
927K
$24.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
20.5K+ 5.91% |
$482K - $522K
|
368K
$9.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
20K+ 14.97% |
$470K - $510K
|
154K
$4.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
19.3K+ 35.34% |
$453K - $491K
|
73.9K
$1.97M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
18.8K+ 9.5% |
$442K - $479K
|
217K
$5.77M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
18.6K+ 6.8% |
$436K - $472K
|
292K
$7.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
18.4K+ 156.49% |
$431K - $467K
|
30.1K
$801K
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
18.3K+ 4.24% |
$429K - $466K
|
450K
$12M
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
17.8K+ 3.88% |
$418K - $454K
|
477K
$12.7M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
17.6K+ 217.27% |
$414K - $448K
|
25.7K
$685K
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
17.4K+ 93.38% |
$409K - $443K
|
36.1K
$960K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.9K+ 5.25% |
$397K - $431K
|
339K
$9.03M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
16.7K+ 34.95% |
$392K - $425K
|
64.4K
$1.72M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.4K+ 43.46% |
$361K - $392K
|
50.8K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
15.1K+ 57.17% |
$355K - $385K
|
41.6K
$1.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
15.1K+ 7.81% |
$354K - $384K
|
208K
$5.54M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
14.9K+ 2.55% |
$350K - $380K
|
599K
$15.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
14.7KNew |
$345K - $375K
|
14.7K
$392K
|
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
13.2KNew |
$310K - $336K
|
13.2K
$352K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
13.2KNew |
$309K - $335K
|
13.2K
$351K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12.5KNew |
$292K - $317K
|
12.5K
$332K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
12K+ 7.72% |
$282K - $306K
|
168K
$4.47M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12K+ 33.38% |
$282K - $306K
|
48K
$1.28M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
12K+ 1198000.0% |
$281K - $305K
|
12K
$319K
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
11.6KNew |
$273K - $296K
|
11.6K
$310K
|
|
|
Apr 23, 2024
Q1 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
11.5K+ 5.69% |
$269K - $292K
|
213K
$5.67M
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
11.4K+ 16.46% |
$268K - $291K
|
80.9K
$2.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
11.3K+ 3.08% |
$264K - $286K
|
376K
$10M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
11K+ 11.89% |
$257K - $279K
|
103K
$2.75M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.9KNew |
$256K - $278K
|
10.9K
$290K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.8K+ 4.81% |
$252K - $274K
|
234K
$6.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
10.7K+ 3.61% |
$252K - $273K
|
308K
$8.19M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.6K+ 2.43% |
$248K - $269K
|
445K
$11.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
10.4K+ 11.4% |
$244K - $264K
|
101K
$2.7M
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
BUY
|
- |
10.3K+ 4.2% |
$242K - $263K
|
256K
$6.81M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
10.3K+ 15.24% |
$242K - $263K
|
78K
$2.08M
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
10.1KNew |
$238K - $258K
|
10.1K
$270K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
9.94KNew |
$233K - $253K
|
9.94K
$265K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
9.47KNew |
$222K - $241K
|
9.47K
$252K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.21K+ 3.8% |
$216K - $234K
|
252K
$6.7M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
9.13K+ 9.36% |
$214K - $232K
|
107K
$2.84M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.08KNew |
$213K - $231K
|
9.08K
$242K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
8.82KNew |
$207K - $224K
|
8.82K
$235K
|