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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-6.63K- 5.25% |
$163K - $180K
|
120K
$3.18M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.66K- 4.71% |
$164K - $181K
|
135K
$3.58M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-6.8K- 58.49% |
$168K - $185K
|
4.82K
$128K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.83K- 3.13% |
$168K - $186K
|
211K
$5.62M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.86K- 42.92% |
$169K - $186K
|
9.12K
$243K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7.04K- 3.58% |
$174K - $191K
|
190K
$5.04M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-7.05K- 0.93% |
$174K - $192K
|
747K
$19.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-7.14K- 2.32% |
$176K - $194K
|
300K
$7.99M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-7.25K- 2.83% |
$179K - $197K
|
249K
$6.61M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.43K- 10.15% |
$183K - $202K
|
65.8K
$1.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-7.59K- 19.84% |
$187K - $206K
|
30.6K
$815K
|
|
|
Jul 12, 2024
Q2 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-8.27K- 7.13% |
$204K - $225K
|
108K
$2.87M
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Planning LLC
|
SELL
|
- |
-8.32K- 49.5% |
$205K - $226K
|
8.49K
$226K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-8.42K- 26.88% |
$208K - $229K
|
22.9K
$609K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-8.42K- 4.64% |
$208K - $229K
|
173K
$4.6M
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-8.56K- 26.35% |
$211K - $233K
|
23.9K
$637K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-8.69K- 4.67% |
$214K - $236K
|
177K
$4.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-8.73K- 2.56% |
$215K - $237K
|
332K
$8.83M
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-8.81K- 40.06% |
$217K - $240K
|
13.2K
$351K
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-9.14K- 19.91% |
$225K - $248K
|
36.8K
$978K
|
|
|
Jul 25, 2024
Q2 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-9.67K- 13.36% |
$239K - $263K
|
62.7K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.83K- 3.82% |
$243K - $267K
|
247K
$6.58M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-10.1K- 0.76% |
$248K - $274K
|
1.32M
$35M
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-10.4K- 2.95% |
$256K - $282K
|
341K
$9.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-10.4K- 8.44% |
$257K - $284K
|
113K
$3.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-10.5K- 6.0% |
$259K - $286K
|
165K
$4.38M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-11.1K- 22.56% |
$274K - $302K
|
38.2K
$1.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-11.2K- 44.69% |
$275K - $304K
|
13.8K
$368K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-11.7K- 3.24% |
$289K - $319K
|
350K
$9.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-11.8K- 44.01% |
$291K - $321K
|
15K
$399K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-12K- 99.99% |
$296K - $326K
|
1
$26.6
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-12.4K- 11.03% |
$306K - $337K
|
100K
$2.66M
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
SELL
|
- |
-12.8K- 5.03% |
$317K - $349K
|
243K
$6.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-13.3K- 22.47% |
$329K - $363K
|
46K
$1.22M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-13.5K- 6.77% |
$333K - $367K
|
186K
$4.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-13.8K- 22.4% |
$340K - $375K
|
47.8K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.9K- 4.86% |
$342K - $377K
|
271K
$7.21M
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-14.2K- 60.34% |
$349K - $385K
|
9.31K
$248K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14.4K- 62.55% |
$355K - $391K
|
8.61K
$229K
|
|
|
Aug 05, 2024
Q2 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-15.2K- 9.18% |
$375K - $414K
|
151K
$4M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-15.7K- 5.43% |
$387K - $427K
|
273K
$7.26M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-16.2K- 31.53% |
$399K - $440K
|
35.1K
$934K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-17.1K- 11.92% |
$423K - $466K
|
127K
$3.37M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-17.4K- 21.36% |
$429K - $473K
|
64.1K
$1.7M
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-17.4K- 2.47% |
$429K - $473K
|
688K
$18.3M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-18.4K- 11.88% |
$455K - $501K
|
137K
$3.64M
|
|
|
Aug 09, 2024
Q2 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-18.7K- 14.13% |
$462K - $509K
|
114K
$3.03M
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-22.7K- 75.39% |
$559K - $617K
|
7.4K
$197K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-23.6K- 20.9% |
$583K - $642K
|
89.4K
$2.38M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-23.9K- 26.47% |
$590K - $650K
|
66.4K
$1.77M
|