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 14, 2024
Q1 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
972+ 5.96% |
$22.8K - $24.7K
|
17.3K
$460K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
966+ 0.74% |
$22.7K - $24.6K
|
132K
$3.51M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
919+ 51.43% |
$21.6K - $23.4K
|
2.71K
$72.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
904+ 11.05% |
$21.2K - $23K
|
9.09K
$242K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
886New |
$20.8K - $22.5K
|
886
$23.6K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
879+ 3.98% |
$20.6K - $22.4K
|
23K
$612K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
834+ 7.17% |
$19.6K - $21.2K
|
12.5K
$332K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
806New |
$18.9K - $20.5K
|
806
$21.5K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
805+ 10.83% |
$18.9K - $20.5K
|
8.24K
$219K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
800+ 5.3% |
$18.8K - $20.4K
|
15.9K
$423K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
762+ 13.67% |
$17.9K - $19.4K
|
6.34K
$169K
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
746+ 7.56% |
$17.5K - $19K
|
10.6K
$283K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
746+ 147.72% |
$17.5K - $19K
|
1.25K
$33.3K
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
673+ 7.73% |
$15.8K - $17.1K
|
9.38K
$250K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
669+ 112.06% |
$15.7K - $17K
|
1.27K
$33.7K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
666+ 6.12% |
$15.6K - $16.9K
|
11.5K
$307K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
661New |
$15.5K - $16.8K
|
661
$17.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
652+ 2.79% |
$15.3K - $16.6K
|
24K
$640K
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
646+ 2.17% |
$15.2K - $16.4K
|
30.4K
$811K
|
|
|
Apr 19, 2024
Q1 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
637+ 3.51% |
$15K - $16.2K
|
18.8K
$500K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
605+ 0.07% |
$14.2K - $15.4K
|
866K
$23.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
599+ 1.03% |
$14.1K - $15.2K
|
58.6K
$1.56M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
597+ 3.1% |
$14K - $15.2K
|
19.8K
$528K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
596+ 24.36% |
$14K - $15.2K
|
3.04K
$81K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
589+ 5.79% |
$13.8K - $15K
|
10.8K
$287K
|
|
|
May 07, 2024
Q1 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
552+ 4.25% |
$13K - $14K
|
13.6K
$361K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
548+ 28.35% |
$12.9K - $13.9K
|
2.48K
$66.1K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
507+ 0.27% |
$11.9K - $12.9K
|
188K
$5M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
501+ 3.69% |
$11.8K - $12.8K
|
14.1K
$374K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
465+ 5.13% |
$10.9K - $11.8K
|
9.54K
$254K
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
412+ 3.01% |
$9.67K - $10.5K
|
14.1K
$376K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
409+ 2.45% |
$9.6K - $10.4K
|
17.1K
$456K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
395New |
$9.27K - $10.1K
|
395
$10.5K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
382+ 1.67% |
$8.97K - $9.72K
|
23.2K
$619K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
380+ 1.35% |
$8.92K - $9.67K
|
28.5K
$758K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
379New |
$8.9K - $9.65K
|
379
$10.1K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
367+ 0.18% |
$8.61K - $9.34K
|
206K
$5.48M
|
|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
365+ 4.47% |
$8.57K - $9.29K
|
8.54K
$227K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
350+ 0.92% |
$8.21K - $8.91K
|
38.2K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
323+ 3.54% |
$7.58K - $8.22K
|
9.44K
$251K
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
316+ 1.69% |
$7.42K - $8.04K
|
19K
$507K
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
313+ 1.29% |
$7.35K - $7.97K
|
24.6K
$654K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
312+ 1.22% |
$7.32K - $7.94K
|
25.9K
$690K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
292+ 3.29% |
$6.85K - $7.43K
|
9.18K
$244K
|
|
|
Apr 25, 2024
Q1 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
289+ 1.86% |
$6.78K - $7.36K
|
15.8K
$421K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
284+ 0.76% |
$6.67K - $7.23K
|
37.6K
$1M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
280New |
$6.57K - $7.13K
|
280
$7.46K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
277New |
$6.5K - $7.05K
|
277
$7.38K
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
272+ 1.83% |
$6.38K - $6.92K
|
15.1K
$402K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
244New |
$5.73K - $6.21K
|
244
$6.5K
|