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 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
514+ 6.18% |
$12.7K - $14K
|
8.83K
$235K
|
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
510+ 0.22% |
$12.6K - $13.9K
|
235K
$6.25M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
497+ 0.4% |
$12.3K - $13.5K
|
126K
$3.35M
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
494+ 2.52% |
$12.2K - $13.4K
|
20.1K
$535K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
489+ 3.89% |
$12.1K - $13.3K
|
13.1K
$347K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
483New |
$11.9K - $13.1K
|
483
$12.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
BUY
|
- |
478+ 1.23% |
$11.8K - $13K
|
39.5K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
463+ 15.22% |
$11.4K - $12.6K
|
3.51K
$93.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
440+ 1.87% |
$10.9K - $12K
|
24K
$638K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
430+ 1.51% |
$10.6K - $11.7K
|
28.9K
$769K
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
421+ 1.34% |
$10.4K - $11.5K
|
32K
$850K
|
|
|
Jul 11, 2024
Q2 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
420+ 4.92% |
$10.4K - $11.4K
|
8.96K
$238K
|
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
375+ 2.84% |
$9.25K - $10.2K
|
13.6K
$361K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
353+ 1.54% |
$8.71K - $9.6K
|
23.3K
$620K
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
320+ 0.38% |
$7.89K - $8.7K
|
84.3K
$2.24M
|
|
|
Jul 08, 2024
Q2 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
308+ 0.56% |
$7.6K - $8.38K
|
54.9K
$1.46M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
250+ 2.0% |
$6.17K - $6.8K
|
12.7K
$338K
|
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
247+ 0.56% |
$6.09K - $6.72K
|
44.7K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
244+ 12.68% |
$6.02K - $6.64K
|
2.17K
$57.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
242+ 0.28% |
$5.97K - $6.58K
|
86.2K
$2.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
222+ 2.23% |
$5.48K - $6.04K
|
10.2K
$270K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
220+ 2.95% |
$5.43K - $5.98K
|
7.68K
$204K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
215+ 1.32% |
$5.3K - $5.85K
|
16.5K
$438K
|
|
|
Jul 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
192+ 0.09% |
$4.74K - $5.22K
|
221K
$5.89M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
190+ 0.5% |
$4.69K - $5.17K
|
38.2K
$1.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
181+ 0.23% |
$4.47K - $4.92K
|
78.3K
$2.08M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
145+ 34.52% |
$3.58K - $3.94K
|
565
$15K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
143+ 1.8% |
$3.53K - $3.89K
|
8.1K
$215K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
143+ 0.14% |
$3.53K - $3.89K
|
105K
$2.79M
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
140New |
$3.45K - $3.81K
|
140
$3.72K
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
140+ 0.27% |
$3.45K - $3.81K
|
51.4K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
136New |
$3.36K - $3.7K
|
136
$3.62K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
135+ 1.07% |
$3.33K - $3.67K
|
12.8K
$339K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
135+ 750.0% |
$3.33K - $3.67K
|
153
$4.07K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
127+ 1.39% |
$3.13K - $3.45K
|
9.29K
$247K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
123New |
$3.03K - $3.35K
|
123
$3.27K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
122New |
$3.01K - $3.32K
|
122
$3.25K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
115+ 2.65% |
$2.84K - $3.13K
|
4.46K
$119K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
108+ 0.28% |
$2.66K - $2.94K
|
38.5K
$1.02M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
103+ 10.65% |
$2.54K - $2.8K
|
1.07K
$28.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
103+ 0.54% |
$2.54K - $2.8K
|
19.1K
$509K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
100+ 1.24% |
$2.47K - $2.72K
|
8.14K
$216K
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
96+ 0.18% |
$2.37K - $2.61K
|
54.1K
$1.44M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
94+ 0.47% |
$2.32K - $2.56K
|
19.9K
$530K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
91+ 0.57% |
$2.24K - $2.48K
|
16.1K
$428K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
87+ 0.73% |
$2.15K - $2.37K
|
12.1K
$322K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
87+ 56.86% |
$2.15K - $2.37K
|
240
$6.38K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
86+ 1.04% |
$2.12K - $2.34K
|
8.33K
$221K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
75New |
$1.85K - $2.04K
|
75
$2K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
69New |
$1.7K - $1.88K
|
69
$1.84K
|