Purchases and Sales Made in Q2 2024 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
87M+ 714.18% |
$2.15B - $2.37B
|
99.2M
$2.65B
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.21MNew |
$79.2M - $87.3M
|
3.21M
$85.8M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.43M+ 24.52% |
$35.3M - $38.9M
|
7.26M
$194M
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.08MNew |
$26.8M - $29.5M
|
1.08M
$29M
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
629K+ 20070.58% |
$15.5M - $17.1M
|
632K
$16.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
371KNew |
$9.15M - $10.1M
|
371K
$9.92M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
353K+ 3236.23% |
$8.71M - $9.6M
|
364K
$9.73M
|
|
|
Jul 24, 2024
Q2 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
202K+ 106.66% |
$4.99M - $5.5M
|
392K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
192K+ 10.27% |
$4.74M - $5.23M
|
2.06M
$55.2M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
192K+ 10.27% |
$4.74M - $5.23M
|
2.06M
$55.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
187K+ 12.97% |
$4.62M - $5.09M
|
1.63M
$43.6M
|
|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
176KNew |
$4.34M - $4.78M
|
176K
$4.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
174K+ 9.76% |
$4.28M - $4.72M
|
1.95M
$52.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
163KNew |
$4.03M - $4.45M
|
163K
$4.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
152K+ 897.68% |
$3.76M - $4.14M
|
169K
$4.53M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
131K+ 10.45% |
$3.23M - $3.56M
|
1.38M
$37M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
115KNew |
$2.83M - $3.12M
|
115K
$3.07M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
103KNew |
$2.55M - $2.81M
|
103K
$2.76M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
93.9KNew |
$2.32M - $2.55M
|
93.9K
$2.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
87.7K+ 243.31% |
$2.16M - $2.39M
|
124K
$3.31M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
72.8K+ 151.82% |
$1.8M - $1.98M
|
121K
$3.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
71.6K+ 5.49% |
$1.77M - $1.95M
|
1.38M
$36.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
68.7KNew |
$1.7M - $1.87M
|
68.7K
$1.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
59.9K+ 6.35% |
$1.48M - $1.63M
|
1M
$26.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
58.5KNew |
$1.44M - $1.59M
|
58.5K
$1.57M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
44.6KNew |
$1.1M - $1.21M
|
44.6K
$1.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
41.3K+ 259.73% |
$1.02M - $1.12M
|
57.2K
$1.53M
|
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
BUY
|
- |
39.8K+ 22.07% |
$981K - $1.08M
|
220K
$5.89M
|
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
33.9K+ 7.1% |
$836K - $922K
|
511K
$13.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
32.2KNew |
$794K - $875K
|
32.2K
$861K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
30.7K+ 6.27% |
$758K - $836K
|
521K
$13.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
29.6KNew |
$729K - $804K
|
29.6K
$791K
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
29.1KNew |
$718K - $792K
|
29.1K
$778K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
28.8K+ 223.01% |
$709K - $782K
|
41.7K
$1.11M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
28.5K+ 65.31% |
$704K - $776K
|
72.2K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
27.3K+ 13.38% |
$673K - $742K
|
231K
$6.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
26.4KNew |
$651K - $718K
|
26.4K
$706K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
26.3KNew |
$648K - $714K
|
26.3K
$702K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
24.5K+ 118.16% |
$604K - $666K
|
45.2K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
23.3K+ 11.12% |
$575K - $634K
|
233K
$6.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23KNew |
$568K - $626K
|
23K
$616K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.9K+ 59.84% |
$564K - $622K
|
61K
$1.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
21.8K+ 759.57% |
$538K - $593K
|
24.7K
$660K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
21.3KNew |
$524K - $578K
|
21.3K
$569K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.8K+ 61.43% |
$488K - $539K
|
52K
$1.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.6K+ 5.79% |
$485K - $534K
|
359K
$9.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
19.1K+ 24.77% |
$471K - $520K
|
96.2K
$2.57M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
18.8K+ 18.14% |
$463K - $510K
|
122K
$3.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
17.2KNew |
$424K - $467K
|
17.2K
$460K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
17K+ 7.86% |
$420K - $463K
|
234K
$6.26M
|