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 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-2.74K- 4.67% |
$67.5K - $74.4K
|
55.8K
$1.49M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.78K- 4.61% |
$68.5K - $75.5K
|
57.4K
$1.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-2.79K- 13.37% |
$68.8K - $75.9K
|
18.1K
$482K
|
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-2.79K- 3.95% |
$68.9K - $75.9K
|
67.8K
$1.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.86KClosed |
$70.6K - $77.8K
|
0
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.9K- 3.22% |
$71.6K - $78.9K
|
87.2K
$2.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.01K- 3.55% |
$74.3K - $81.9K
|
81.7K
$2.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.04K- 5.99% |
$75.1K - $82.8K
|
47.7K
$1.27M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3.23K- 1.93% |
$79.8K - $88K
|
164K
$4.37M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.27K- 4.03% |
$80.6K - $88.9K
|
77.8K
$2.07M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-3.29K- 4.62% |
$81.1K - $89.5K
|
68K
$1.81M
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-3.38K- 2.21% |
$83.4K - $92K
|
150K
$3.99M
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-3.41K- 3.53% |
$84K - $92.6K
|
93.1K
$2.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-3.44K- 0.53% |
$84.8K - $93.5K
|
643K
$17.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-3.58K- 18.1% |
$88.3K - $97.4K
|
16.2K
$431K
|
|
|
Jul 17, 2024
Q2 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-3.59K- 5.91% |
$88.6K - $97.7K
|
57.2K
$1.52M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.6K- 19.68% |
$88.7K - $97.8K
|
14.7K
$391K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-3.63K- 3.53% |
$89.6K - $98.8K
|
99.3K
$2.64M
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-3.73K- 19.01% |
$92K - $101K
|
15.9K
$423K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.76K- 10.8% |
$92.8K - $102K
|
31.1K
$828K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-3.76K- 26.31% |
$92.9K - $102K
|
10.5K
$281K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.94K- 2.1% |
$97.1K - $107K
|
184K
$4.89M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.07K- 3.91% |
$100K - $111K
|
100K
$2.66M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.08K- 2.44% |
$101K - $111K
|
163K
$4.34M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4.16K- 19.7% |
$103K - $113K
|
17K
$452K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-4.44K- 25.67% |
$110K - $121K
|
12.9K
$342K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4.6K- 12.22% |
$113K - $125K
|
33K
$879K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-4.64K- 6.76% |
$114K - $126K
|
64K
$1.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-4.81K- 16.13% |
$119K - $131K
|
25K
$666K
|
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
SELL
|
- |
-4.85K- 3.23% |
$120K - $132K
|
145K
$3.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.91K- 0.57% |
$121K - $133K
|
862K
$22.9M
|
|
|
Jul 08, 2024
Q2 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-4.98K- 4.02% |
$123K - $135K
|
119K
$3.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.03K- 1.06% |
$124K - $137K
|
471K
$12.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-5.03K- 8.62% |
$124K - $137K
|
53.3K
$1.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-5.07K- 1.65% |
$125K - $138K
|
302K
$8.05M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-5.47K- 11.1% |
$135K - $149K
|
43.8K
$1.17M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-5.49K- 9.32% |
$135K - $149K
|
53.4K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.54K- 15.49% |
$137K - $151K
|
30.2K
$805K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-5.58K- 6.97% |
$138K - $152K
|
74.5K
$1.98M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-5.63K- 4.7% |
$139K - $153K
|
114K
$3.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.75K- 11.81% |
$142K - $156K
|
42.9K
$1.14M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-5.78K- 4.52% |
$143K - $157K
|
122K
$3.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.8K- 4.63% |
$143K - $158K
|
120K
$3.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-5.99K- 2.81% |
$148K - $163K
|
207K
$5.51M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-6.03K- 27.04% |
$149K - $164K
|
16.3K
$433K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.24K- 3.88% |
$154K - $170K
|
155K
$4.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-6.4K- 28.12% |
$158K - $174K
|
16.4K
$436K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-6.52K- 37.44% |
$161K - $177K
|
10.9K
$290K
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-6.55K- 5.07% |
$162K - $178K
|
123K
$3.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-6.59K- 13.66% |
$163K - $179K
|
41.6K
$1.11M
|