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 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-24.6K- 6.68% |
$608K - $670K
|
344K
$9.15M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
SELL
|
- |
-28.9K- 9.93% |
$713K - $786K
|
262K
$6.97M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-30.6K- 13.92% |
$756K - $834K
|
189K
$5.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.2K- 6.39% |
$769K - $848K
|
457K
$12.2M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-32.2K- 47.64% |
$795K - $876K
|
35.4K
$942K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-33.2K- 4.28% |
$818K - $902K
|
742K
$19.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-34.3K- 6.57% |
$845K - $932K
|
487K
$13M
|
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-34.5K- 3.2% |
$851K - $938K
|
1.04M
$27.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Strid Group, LLC
|
SELL
|
- |
-37K- 15.4% |
$913K - $1.01M
|
203K
$5.41M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-37.5K- 22.55% |
$925K - $1.02M
|
129K
$3.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-37.8K- 6.32% |
$934K - $1.03M
|
561K
$14.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-37.9K- 27.13% |
$936K - $1.03M
|
102K
$2.71M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-38.4K- 1.58% |
$947K - $1.04M
|
2.39M
$63.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-40.4K- 4.36% |
$996K - $1.1M
|
886K
$23.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-43.3K- 5.7% |
$1.07M - $1.18M
|
716K
$19M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-45.8K- 56.78% |
$1.13M - $1.25M
|
34.9K
$928K
|
|
|
Aug 01, 2024
Q2 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-47.9K- 80.55% |
$1.18M - $1.3M
|
11.6K
$308K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-49.6K- 63.77% |
$1.22M - $1.35M
|
28.2K
$749K
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-51.6K- 17.74% |
$1.27M - $1.4M
|
239K
$6.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-51.6K- 25.17% |
$1.27M - $1.4M
|
153K
$4.08M
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
SELL
|
- |
-56.6K- 21.14% |
$1.4M - $1.54M
|
211K
$5.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-58.3K- 59.4% |
$1.44M - $1.58M
|
39.8K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-59K- 4.88% |
$1.46M - $1.6M
|
1.15M
$30.6M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-67.8K- 15.36% |
$1.67M - $1.84M
|
373K
$9.93M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-68.1K- 30.15% |
$1.68M - $1.85M
|
158K
$4.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-73.2K- 36.94% |
$1.81M - $1.99M
|
125K
$3.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-83.6K- 47.96% |
$2.06M - $2.27M
|
90.7K
$2.41M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-92K- 14.69% |
$2.27M - $2.5M
|
534K
$14.2M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-121K- 4.79% |
$2.98M - $3.28M
|
2.4M
$63.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-178K- 30.66% |
$4.4M - $4.85M
|
404K
$10.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-185K- 49.19% |
$4.56M - $5.03M
|
191K
$5.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-233K- 10.72% |
$5.75M - $6.34M
|
1.94M
$51.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-292K- 10.39% |
$7.2M - $7.94M
|
2.52M
$67M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-331K- 1.66% |
$8.16M - $9M
|
19.6M
$521M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-402K- 76.29% |
$9.92M - $10.9M
|
125K
$3.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-454K- 49.71% |
$11.2M - $12.4M
|
459K
$12.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.04M- 96.75% |
$25.7M - $28.4M
|
35K
$932K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.21M- 5.17% |
$29.8M - $32.8M
|
22.1M
$589M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.45M- 88.62% |
$60.6M - $66.8M
|
315K
$8.38M
|