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 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-360- 3.01% |
$8.45K - $9.16K
|
11.6K
$308K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-372- 0.85% |
$8.73K - $9.47K
|
43.4K
$1.16M
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-382- 4.22% |
$8.97K - $9.72K
|
8.67K
$231K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-382- 1.5% |
$8.97K - $9.72K
|
25.1K
$670K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-385- 3.25% |
$9.04K - $9.8K
|
11.5K
$305K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-395- 14.43% |
$9.27K - $10.1K
|
2.34K
$62.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-399- 1.59% |
$9.36K - $10.2K
|
24.7K
$659K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-442- 2.85% |
$10.4K - $11.2K
|
15.1K
$402K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-442- 2.54% |
$10.4K - $11.2K
|
17K
$452K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-449- 1.35% |
$10.5K - $11.4K
|
32.9K
$876K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-449- 2.31% |
$10.5K - $11.4K
|
19K
$507K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-466- 1.28% |
$10.9K - $11.9K
|
35.8K
$954K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-485- 4.57% |
$11.4K - $12.3K
|
10.1K
$270K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-489- 93.32% |
$11.5K - $12.4K
|
35
$932
|
|
|
Apr 11, 2024
Q1 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-495- 10.33% |
$11.6K - $12.6K
|
4.3K
$114K
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-499- 3.35% |
$11.7K - $12.7K
|
14.4K
$384K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-505- 1.3% |
$11.9K - $12.9K
|
38.4K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-509- 1.99% |
$11.9K - $13K
|
25.1K
$668K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-529- 3.84% |
$12.4K - $13.5K
|
13.2K
$353K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-547- 42.67% |
$12.8K - $13.9K
|
735
$19.6K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-558- 3.81% |
$13.1K - $14.2K
|
14.1K
$375K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-568- 0.85% |
$13.3K - $14.5K
|
66.3K
$1.77M
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-574- 1.24% |
$13.5K - $14.6K
|
45.9K
$1.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-602- 5.25% |
$14.1K - $15.3K
|
10.9K
$289K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-607- 3.77% |
$14.2K - $15.4K
|
15.5K
$413K
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-609- 3.08% |
$14.3K - $15.5K
|
19.2K
$510K
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
SELL
|
- |
-634- 2.76% |
$14.9K - $16.1K
|
22.3K
$594K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-639- 12.3% |
$15K - $16.3K
|
4.56K
$121K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-663- 4.33% |
$15.6K - $16.9K
|
14.7K
$390K
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-664- 52.99% |
$15.6K - $16.9K
|
589
$15.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-693- 2.98% |
$16.3K - $17.6K
|
22.5K
$600K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-719- 24.64% |
$16.9K - $18.3K
|
2.2K
$58.6K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-734- 5.68% |
$17.2K - $18.7K
|
12.2K
$324K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-741- 1.48% |
$17.4K - $18.9K
|
49.2K
$1.31M
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-763- 3.22% |
$17.9K - $19.4K
|
22.9K
$610K
|
|
|
May 01, 2024
Q1 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-781- 7.7% |
$18.3K - $19.9K
|
9.36K
$249K
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-788- 2.05% |
$18.5K - $20.1K
|
37.7K
$1M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-790- 0.87% |
$18.5K - $20.1K
|
90.3K
$2.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-798- 1.97% |
$18.7K - $20.3K
|
39.8K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-800- 9.69% |
$18.8K - $20.4K
|
7.46K
$199K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-800- 16.07% |
$18.8K - $20.4K
|
4.18K
$111K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-854- 1.2% |
$20K - $21.7K
|
70.6K
$1.88M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-862- 95.78% |
$20.2K - $21.9K
|
38
$1.01K
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-883- 4.57% |
$20.7K - $22.5K
|
18.4K
$491K
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-900- 1.0% |
$21.1K - $22.9K
|
89.4K
$2.38M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-902- 7.3% |
$21.2K - $23K
|
11.5K
$305K
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-915- 0.25% |
$21.5K - $23.3K
|
369K
$9.82M
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-920- 14.82% |
$21.6K - $23.4K
|
5.29K
$141K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-924- 1.02% |
$21.7K - $23.5K
|
90.1K
$2.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-932- 6.87% |
$21.9K - $23.7K
|
12.6K
$336K
|