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 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.18K- 97.84% |
$29.1K - $32.1K
|
26
$692
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-1.18K- 5.16% |
$29.1K - $32.1K
|
21.7K
$577K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.32K- 5.13% |
$32.6K - $35.9K
|
24.4K
$650K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.33K- 2.39% |
$32.9K - $36.3K
|
54.6K
$1.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.38K- 9.31% |
$34K - $37.5K
|
13.4K
$357K
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.39K- 14.78% |
$34.2K - $37.7K
|
7.99K
$213K
|
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.39K- 8.98% |
$34.2K - $37.7K
|
14.1K
$374K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.48K- 27.97% |
$36.5K - $40.2K
|
3.81K
$101K
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.5K- 1.48% |
$37.1K - $40.9K
|
100K
$2.67M
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-1.51K- 0.72% |
$37.2K - $41K
|
206K
$5.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1.52K- 98.01% |
$37.6K - $41.4K
|
31
$826
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.58K- 2.21% |
$39K - $43K
|
70K
$1.86M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.64K- 12.46% |
$40.5K - $44.6K
|
11.5K
$307K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.64K- 12.46% |
$40.5K - $44.6K
|
11.5K
$307K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.68K- 1.58% |
$41.5K - $45.8K
|
105K
$2.79M
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.69K- 3.68% |
$41.6K - $45.9K
|
44.2K
$1.18M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.69K- 1.88% |
$41.8K - $46K
|
88.6K
$2.36M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.73K- 1.82% |
$42.6K - $47K
|
93.2K
$2.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.81K- 6.43% |
$44.6K - $49.2K
|
26.3K
$701K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.81K- 0.99% |
$44.8K - $49.3K
|
181K
$4.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.84K- 4.69% |
$45.4K - $50.1K
|
37.4K
$996K
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-1.88K- 7.88% |
$46.4K - $51.2K
|
22K
$586K
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.9K- 5.05% |
$46.9K - $51.8K
|
35.8K
$953K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.94K- 1.71% |
$47.7K - $52.6K
|
111K
$2.96M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.94K- 6.71% |
$47.8K - $52.7K
|
27K
$718K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.95K- 43.2% |
$48.1K - $53.1K
|
2.57K
$68.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.99K- 3.87% |
$49.1K - $54.1K
|
49.4K
$1.32M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-2K- 11.37% |
$49.3K - $54.4K
|
15.6K
$415K
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-2K- 3.63% |
$49.4K - $54.4K
|
53.2K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.02K- 7.68% |
$49.9K - $55K
|
24.3K
$648K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.04K- 3.24% |
$50.3K - $55.5K
|
61K
$1.62M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.05K- 2.01% |
$50.6K - $55.8K
|
100K
$2.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.05K- 7.02% |
$50.6K - $55.8K
|
27.2K
$724K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.09K- 1.99% |
$51.5K - $56.8K
|
103K
$2.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.1K- 19.87% |
$51.7K - $57K
|
8.45K
$225K
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-2.14K- 8.81% |
$52.7K - $58.1K
|
22.1K
$589K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.2K- 12.06% |
$54.2K - $59.8K
|
16K
$427K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-2.28K- 0.65% |
$56.3K - $62K
|
346K
$9.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.29K- 2.23% |
$56.5K - $62.3K
|
101K
$2.68M
|
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-2.31K- 2.28% |
$56.9K - $62.7K
|
98.8K
$2.63M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.36K- 10.3% |
$58.1K - $64.1K
|
20.5K
$546K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.36K- 10.47% |
$58.2K - $64.2K
|
20.2K
$537K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.37K- 14.64% |
$58.3K - $64.3K
|
13.8K
$367K
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.38K- 20.97% |
$58.8K - $64.8K
|
8.98K
$239K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.46K- 11.16% |
$60.7K - $66.9K
|
19.6K
$522K
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.53K- 1.11% |
$62.4K - $68.8K
|
226K
$6.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-2.54K- 8.75% |
$62.6K - $69K
|
26.5K
$705K
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2.54K- 8.91% |
$62.7K - $69.1K
|
26K
$691K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.58K- 4.38% |
$63.5K - $70K
|
56.2K
$1.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.63K- 7.23% |
$64.9K - $71.6K
|
33.8K
$899K
|