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 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
8.67K+ 3.59% |
$203K - $221K
|
250K
$6.66M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
8.53K+ 92.71% |
$200K - $217K
|
17.7K
$472K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.25KNew |
$194K - $210K
|
8.25K
$219K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
8.03KNew |
$188K - $204K
|
8.03K
$213K
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
BUY
|
- |
7.97KNew |
$187K - $203K
|
7.97K
$212K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7.96KNew |
$187K - $203K
|
7.96K
$212K
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
7.96K+ 2.43% |
$187K - $202K
|
336K
$8.93M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.88K+ 112.17% |
$185K - $201K
|
14.9K
$397K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.88K+ 7.45% |
$185K - $201K
|
114K
$3.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.85K+ 2.37% |
$184K - $200K
|
339K
$9.02M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
7.76K+ 61.21% |
$182K - $198K
|
20.4K
$544K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
7.74K+ 27.03% |
$182K - $197K
|
36.4K
$968K
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
7.65K+ 22.54% |
$180K - $195K
|
41.6K
$1.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.34K+ 15.11% |
$172K - $187K
|
55.9K
$1.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
7.32K+ 22.24% |
$172K - $186K
|
40.3K
$1.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
7.06K+ 14.68% |
$166K - $180K
|
55.2K
$1.47M
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
6.99K+ 7.07% |
$164K - $178K
|
106K
$2.81M
|
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
6.81K+ 41.45% |
$160K - $173K
|
23.2K
$618K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6.8K+ 140.88% |
$160K - $173K
|
11.6K
$309K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
6.68KNew |
$157K - $170K
|
6.68K
$178K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
6.49K+ 2.28% |
$152K - $165K
|
291K
$7.74M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.41K+ 759.0% |
$150K - $163K
|
7.25K
$193K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.22K+ 3.55% |
$146K - $158K
|
181K
$4.82M
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
6.18K+ 37.26% |
$145K - $157K
|
22.8K
$605K
|
|
|
Apr 17, 2024
Q1 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
5.8K+ 5.25% |
$136K - $148K
|
116K
$3.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
5.58K+ 2.76% |
$131K - $142K
|
208K
$5.53M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
5.44K+ 21.02% |
$128K - $138K
|
31.3K
$833K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
5.42K+ 20.03% |
$127K - $138K
|
32.5K
$864K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.32K+ 33.93% |
$125K - $135K
|
21K
$559K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
5.16K+ 42.12% |
$121K - $131K
|
17.4K
$463K
|
|
|
Apr 30, 2024
Q1 2024
|
Bck Partners, Inc.
|
BUY
|
- |
5.03K+ 4.13% |
$118K - $128K
|
127K
$3.37M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.98K+ 5.88% |
$117K - $127K
|
89.7K
$2.39M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.82K+ 2.26% |
$113K - $123K
|
218K
$5.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4.79K+ 19.03% |
$112K - $122K
|
30K
$797K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.69K+ 285.11% |
$110K - $119K
|
6.34K
$169K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
4.64K+ 63.26% |
$109K - $118K
|
12K
$319K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
4.3K+ 5.26% |
$101K - $109K
|
86K
$2.29M
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4.23K+ 3.61% |
$99.2K - $108K
|
121K
$3.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.2K+ 4.23% |
$98.5K - $107K
|
103K
$2.75M
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
4.19K+ 3.35% |
$98.4K - $107K
|
129K
$3.44M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.03K+ 0.45% |
$94.6K - $103K
|
896K
$23.8M
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
3.85K+ 10.03% |
$90.5K - $98.1K
|
42.3K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
3.85K+ 20.26% |
$90.4K - $98K
|
22.9K
$608K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.51K+ 7.46% |
$82.3K - $89.2K
|
50.5K
$1.34M
|
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
3.43K+ 2.11% |
$80.6K - $87.4K
|
166K
$4.41M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.36K+ 1.18% |
$78.8K - $85.4K
|
289K
$7.68M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.2K+ 27.18% |
$75.2K - $81.5K
|
15K
$399K
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
3.2K+ 9.05% |
$75.1K - $81.5K
|
38.6K
$1.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.19K+ 2.02% |
$75K - $81.3K
|
161K
$4.28M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.13K+ 9.57% |
$73.5K - $79.7K
|
35.9K
$954K
|