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 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-515- 3.94% |
$12.7K - $14K
|
12.6K
$334K
|
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-515- 1.61% |
$12.7K - $14K
|
31.5K
$839K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-530- 1.33% |
$13.1K - $14.4K
|
39.3K
$1.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-540- 94.57% |
$13.3K - $14.7K
|
31
$826
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-543- 5.92% |
$13.4K - $14.8K
|
8.64K
$230K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-545- 2.48% |
$13.4K - $14.8K
|
21.5K
$572K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-566- 4.41% |
$14K - $15.4K
|
12.3K
$327K
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-569- 2.73% |
$14K - $15.5K
|
20.3K
$541K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-579- 1.37% |
$14.3K - $15.7K
|
41.8K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-582- 3.06% |
$14.4K - $15.8K
|
18.4K
$491K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-595- 2.71% |
$14.7K - $16.2K
|
21.3K
$568K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-624- 0.89% |
$15.4K - $17K
|
69.6K
$1.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-656- 24.24% |
$16.2K - $17.8K
|
2.05K
$54.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-691- 1.78% |
$17K - $18.8K
|
38.1K
$1.01M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-693- 60.42% |
$17.1K - $18.8K
|
454
$12.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-694- 55.48% |
$17.1K - $18.9K
|
557
$14.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-695- 4.47% |
$17.1K - $18.9K
|
14.9K
$396K
|
|
|
Jul 25, 2024
Q2 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-695- 7.55% |
$17.1K - $18.9K
|
8.52K
$227K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-705- 7.06% |
$17.4K - $19.2K
|
9.29K
$247K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-714- 5.21% |
$17.6K - $19.4K
|
13K
$346K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-719- 56.17% |
$17.7K - $19.6K
|
561
$14.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-721- 1.71% |
$17.8K - $19.6K
|
41.4K
$1.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-740- 6.41% |
$18.3K - $20.1K
|
10.8K
$288K
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-742- 4.01% |
$18.3K - $20.2K
|
17.8K
$473K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-761- 12.01% |
$18.8K - $20.7K
|
5.57K
$148K
|
|
|
Jul 12, 2024
Q2 2024
|
Olio Financial Planning
|
SELL
|
- |
-783- 0.32% |
$19.3K - $21.3K
|
246K
$6.56M
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-792- 7.98% |
$19.5K - $21.5K
|
9.13K
$243K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-798- 3.08% |
$19.7K - $21.7K
|
25.1K
$669K
|
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-817- 1.74% |
$20.2K - $22.2K
|
46.2K
$1.23M
|
|
|
Jul 15, 2024
Q2 2024
|
Flower City Capital
|
SELL
|
- |
-837- 5.02% |
$20.6K - $22.8K
|
15.8K
$422K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-850- 5.27% |
$21K - $23.1K
|
15.3K
$407K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-869- 2.67% |
$21.4K - $23.6K
|
31.6K
$842K
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
SELL
|
- |
-887- 4.81% |
$21.9K - $24.1K
|
17.5K
$467K
|
|
|
Aug 06, 2024
Q2 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-904- 0.26% |
$22.3K - $24.6K
|
348K
$9.27M
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-905- 0.99% |
$22.3K - $24.6K
|
90.3K
$2.4M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-906- 2.97% |
$22.4K - $24.6K
|
29.6K
$787K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-963- 1.86% |
$23.8K - $26.2K
|
50.9K
$1.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-992- 6.72% |
$24.5K - $27K
|
13.8K
$367K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1K- 11.6% |
$24.7K - $27.2K
|
7.62K
$203K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.03K- 4.12% |
$25.5K - $28.1K
|
24K
$640K
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-1.05K- 3.18% |
$25.8K - $28.5K
|
31.8K
$848K
|
|
|
Aug 14, 2024
Q2 2024
|
Jentner Corp
|
SELL
|
- |
-1.05K- 4.16% |
$25.9K - $28.5K
|
24.1K
$643K
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.06K- 7.73% |
$26.2K - $28.9K
|
12.7K
$338K
|
|
|
Jul 11, 2024
Q2 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-1.06K- 5.76% |
$26.2K - $28.9K
|
17.4K
$464K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.08K- 5.05% |
$26.6K - $29.3K
|
20.3K
$540K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.1K- 4.29% |
$27.1K - $29.9K
|
24.5K
$653K
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.11K- 9.53% |
$27.3K - $30.1K
|
10.5K
$279K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.11K- 1.58% |
$27.4K - $30.2K
|
69.2K
$1.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-1.12K- 1.83% |
$27.7K - $30.5K
|
60.2K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-1.13K- 1.69% |
$27.9K - $30.7K
|
65.9K
$1.75M
|