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 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.07K+ 25.19% |
$72.1K - $78.1K
|
15.3K
$406K
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
3.07K+ 1.41% |
$71.9K - $78K
|
221K
$5.89M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
2.96K+ 2.78% |
$69.5K - $75.4K
|
109K
$2.91M
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.96K+ 14.76% |
$69.4K - $75.2K
|
23K
$612K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.83K+ 38.87% |
$66.4K - $72K
|
10.1K
$269K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
2.75K+ 19.53% |
$64.4K - $69.9K
|
16.8K
$447K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.64K+ 6.43% |
$61.9K - $67.2K
|
43.7K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
2.59K+ 10.91% |
$60.8K - $65.9K
|
26.3K
$701K
|
|
|
Apr 22, 2024
Q1 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
2.52K+ 26.96% |
$59.2K - $64.2K
|
11.9K
$316K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.42K+ 1.25% |
$56.8K - $61.6K
|
195K
$5.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.38K+ 23.37% |
$55.9K - $60.6K
|
12.6K
$335K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.35K+ 21.75% |
$55.2K - $59.9K
|
13.2K
$351K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.35K+ 25.36% |
$55K - $59.7K
|
11.6K
$309K
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
2.3K+ 16.86% |
$54K - $58.5K
|
15.9K
$425K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.26K+ 6.2% |
$53.1K - $57.6K
|
38.8K
$1.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
2.2K+ 17.55% |
$51.7K - $56.1K
|
14.8K
$393K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.15K+ 300.56% |
$50.4K - $54.6K
|
2.86K
$76.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.14K+ 214.34% |
$50.2K - $54.4K
|
3.13K
$83.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.01K+ 12.33% |
$47.1K - $51.1K
|
18.3K
$487K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.99K+ 3.77% |
$46.6K - $50.5K
|
54.6K
$1.45M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.93KNew |
$45.2K - $49K
|
1.93K
$51.3K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.92K+ 15.53% |
$45.1K - $48.9K
|
14.3K
$381K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.84K+ 357.28% |
$43.2K - $46.8K
|
2.36K
$62.7K
|
|
|
May 10, 2024
Q1 2024
|
Kearns & Associates LLC
|
BUY
|
- |
1.79K+ 7.85% |
$42.1K - $45.7K
|
24.7K
$656K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.79K+ 7.69% |
$41.9K - $45.4K
|
25K
$666K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
1.76K+ 7.57% |
$41.3K - $44.8K
|
25K
$665K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
1.73K+ 2.48% |
$40.7K - $44.1K
|
71.6K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.69K+ 59.58% |
$39.6K - $42.9K
|
4.52K
$120K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.68K+ 0.97% |
$39.4K - $42.7K
|
175K
$4.66M
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.59KNew |
$37.2K - $40.3K
|
1.59K
$42.2K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.57K+ 7.38% |
$36.9K - $40K
|
22.9K
$609K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.54K+ 2.24% |
$36.1K - $39.1K
|
70.2K
$1.87M
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
1.53K+ 0.6% |
$35.9K - $38.9K
|
255K
$6.8M
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.52K+ 4912.9% |
$35.7K - $38.8K
|
1.55K
$41.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.52KNew |
$35.6K - $38.6K
|
1.52K
$40.3K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
1.51K+ 12.28% |
$35.4K - $38.4K
|
13.8K
$367K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.46K+ 4.69% |
$34.1K - $37K
|
32.5K
$864K
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.44K+ 3.16% |
$33.8K - $36.6K
|
47K
$1.25M
|
|
|
Sep 25, 2024
Q1 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.42K+ 2.69% |
$33.3K - $36.1K
|
54K
$1.44M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.4K+ 0.84% |
$32.8K - $35.6K
|
167K
$4.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.37KNew |
$32.2K - $35K
|
1.37K
$36.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.31K+ 0.72% |
$30.8K - $33.4K
|
183K
$4.86M
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1.27K+ 7.59% |
$29.8K - $32.3K
|
18K
$479K
|
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.22K+ 3.91% |
$28.7K - $31.2K
|
32.5K
$865K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.21KNew |
$28.3K - $30.7K
|
1.21K
$32.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 9.5% |
$28.1K - $30.5K
|
13.8K
$368K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.13K+ 2.24% |
$26.6K - $28.9K
|
51.8K
$1.38M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.12K+ 9.01% |
$26.3K - $28.5K
|
13.6K
$361K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.04KNew |
$24.4K - $26.4K
|
1.04K
$27.7K
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
979+ 11.39% |
$23K - $24.9K
|
9.58K
$255K
|