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 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-10- 0.09% |
$235 - $255
|
11.7K
$312K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-10- 0.47% |
$235 - $255
|
2.13K
$56.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
SELL
|
- |
-14- 0.65% |
$329 - $356
|
2.15K
$57.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-16- 0.14% |
$376 - $407
|
11.4K
$305K
|
|
|
May 09, 2024
Q1 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-19- 5.03% |
$446 - $484
|
359
$9.56K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-20- 3.01% |
$469 - $509
|
645
$17.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-25- 0.56% |
$587 - $636
|
4.4K
$117K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-33- 21.15% |
$775 - $840
|
123
$3.28K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-40- 0.53% |
$939 - $1.02K
|
7.46K
$199K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-42- 2.13% |
$986 - $1.07K
|
1.93K
$51.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-60- 0.11% |
$1.41K - $1.53K
|
55.2K
$1.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-62- 10.53% |
$1.46K - $1.58K
|
527
$14K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-70- 0.44% |
$1.64K - $1.78K
|
15.7K
$417K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-80- 0.34% |
$1.88K - $2.04K
|
23.5K
$627K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-96- 1.04% |
$2.25K - $2.44K
|
9.17K
$244K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-110- 0.18% |
$2.58K - $2.8K
|
61.6K
$1.64M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-115- 2.58% |
$2.7K - $2.93K
|
4.34K
$116K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-120- 0.37% |
$2.82K - $3.05K
|
32.5K
$865K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-124- 7.37% |
$2.91K - $3.16K
|
1.56K
$41.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-126- 0.64% |
$2.96K - $3.21K
|
19.6K
$523K
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-131- 0.31% |
$3.07K - $3.33K
|
42.1K
$1.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-143- 0.14% |
$3.36K - $3.64K
|
105K
$2.79M
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
SELL
|
- |
-143- 0.77% |
$3.36K - $3.64K
|
18.4K
$491K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-144- 1.09% |
$3.38K - $3.66K
|
13.1K
$348K
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-150- 0.92% |
$3.52K - $3.82K
|
16.2K
$430K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-150- 20.8% |
$3.52K - $3.82K
|
571
$15.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-157- 1.29% |
$3.68K - $4K
|
12K
$320K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-179- 0.16% |
$4.2K - $4.56K
|
113K
$3.02M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-183- 5.82% |
$4.3K - $4.66K
|
2.96K
$78.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-187- 1.0% |
$4.39K - $4.76K
|
18.5K
$492K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-194- 2.28% |
$4.55K - $4.94K
|
8.31K
$221K
|
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-200- 0.62% |
$4.69K - $5.09K
|
32K
$853K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-200- 3.69% |
$4.69K - $5.09K
|
5.22K
$139K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-203- 1.35% |
$4.76K - $5.17K
|
14.8K
$394K
|
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-226- 1.35% |
$5.3K - $5.75K
|
16.6K
$441K
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-231- 0.89% |
$5.42K - $5.88K
|
25.6K
$682K
|
|
|
Apr 26, 2024
Q1 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-231- 0.25% |
$5.42K - $5.88K
|
91.2K
$2.43M
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-232- 0.29% |
$5.45K - $5.9K
|
78.7K
$2.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-250- 2.29% |
$5.87K - $6.36K
|
10.7K
$284K
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-252- 2.06% |
$5.91K - $6.41K
|
12K
$318K
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-261- 4.39% |
$6.13K - $6.64K
|
5.69K
$151K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-267- 0.7% |
$6.27K - $6.8K
|
38.1K
$1.01M
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-270- 1.57% |
$6.34K - $6.87K
|
16.9K
$450K
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-271- 17.83% |
$6.36K - $6.9K
|
1.25K
$33.3K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-274- 2.55% |
$6.43K - $6.97K
|
10.5K
$279K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-278- 0.19% |
$6.52K - $7.08K
|
144K
$3.83M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-311- 0.17% |
$7.3K - $7.91K
|
184K
$4.89M
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-319- 0.71% |
$7.49K - $8.12K
|
44.7K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-320- 1.96% |
$7.51K - $8.14K
|
16K
$425K
|
|
|
Apr 15, 2024
Q1 2024
|
First National Corp
|
SELL
|
- |
-350- 0.51% |
$8.21K - $8.91K
|
67.6K
$1.8M
|