Purchases and Sales Made in Q3 2024 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1.89K- 69.48% |
$48.2K - $55.9K
|
831
$22.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-1.89K- 2.75% |
$48.2K - $55.9K
|
66.9K
$1.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.92K- 5.05% |
$48.9K - $56.7K
|
36.1K
$967K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.98K- 6.54% |
$50.3K - $58.4K
|
28.3K
$756K
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-2.03K- 6.36% |
$51.5K - $59.8K
|
29.8K
$798K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.05K- 3.36% |
$52.2K - $60.6K
|
58.9K
$1.58M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.11K- 14.07% |
$53.7K - $62.3K
|
12.9K
$345K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.13K- 1.58% |
$54.1K - $62.8K
|
132K
$3.54M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.13K- 4.86% |
$54.2K - $62.9K
|
41.7K
$1.11M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.14K- 17.03% |
$54.4K - $63.1K
|
10.4K
$279K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-2.17K- 18.96% |
$55.3K - $64.1K
|
9.29K
$248K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.22K- 9.68% |
$56.4K - $65.4K
|
20.7K
$553K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.27K- 2.78% |
$57.7K - $67K
|
79.4K
$2.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-2.34K- 2.05% |
$59.5K - $69.1K
|
112K
$2.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.41K- 2.35% |
$61.3K - $71.2K
|
100K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.43K- 17.53% |
$61.8K - $71.7K
|
11.4K
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.47K- 9.85% |
$63K - $73.1K
|
22.6K
$606K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.5K- 5.83% |
$63.7K - $73.9K
|
40.4K
$1.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-2.55K- 0.84% |
$64.9K - $75.3K
|
300K
$8.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-2.61K- 1.93% |
$66.4K - $77K
|
133K
$3.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-2.61K- 5.84% |
$66.4K - $77.1K
|
42.1K
$1.13M
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.62K- 5.86% |
$66.7K - $77.4K
|
42.1K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-2.64K- 1.27% |
$67.1K - $77.8K
|
204K
$5.47M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.67K- 4.75% |
$67.9K - $78.8K
|
53.5K
$1.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.7K- 22.53% |
$68.8K - $79.8K
|
9.3K
$249K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.73K- 35.41% |
$69.5K - $80.6K
|
4.98K
$133K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-2.82K- 2.81% |
$71.8K - $83.3K
|
97.4K
$2.61M
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-2.84K- 8.25% |
$72.2K - $83.7K
|
31.6K
$844K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-2.85K- 2.56% |
$72.4K - $84K
|
108K
$2.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.9K- 0.51% |
$73.7K - $85.5K
|
562K
$15M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.94K- 1.26% |
$74.9K - $86.9K
|
230K
$6.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-2.99K- 39.72% |
$76K - $88.2K
|
4.53K
$121K
|
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-3.03K- 23.14% |
$77.1K - $89.5K
|
10.1K
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.04K- 0.87% |
$77.2K - $89.6K
|
345K
$9.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-3.04K- 14.17% |
$77.4K - $89.8K
|
18.4K
$493K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-3.16K- 9.58% |
$80.5K - $93.4K
|
29.8K
$798K
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-3.34K- 2.8% |
$84.9K - $98.5K
|
116K
$3.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-3.41K- 8.66% |
$86.7K - $101K
|
35.9K
$961K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-3.46K- 7.83% |
$88K - $102K
|
40.7K
$1.09M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-3.48K- 2.91% |
$88.7K - $103K
|
116K
$3.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-3.57K- 24.01% |
$90.8K - $105K
|
11.3K
$302K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-3.6K- 2.95% |
$91.6K - $106K
|
119K
$3.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
SELL
|
- |
-3.64K- 1.79% |
$92.5K - $107K
|
200K
$5.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.76K- 1.98% |
$95.6K - $111K
|
186K
$4.97M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3.76K- 2.29% |
$95.8K - $111K
|
160K
$4.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.8K- 22.26% |
$96.6K - $112K
|
13.3K
$355K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.82K- 4.91% |
$97.1K - $113K
|
73.9K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-4.08K- 16.3% |
$104K - $120K
|
20.9K
$560K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-4.12K- 4.0% |
$105K - $122K
|
99.1K
$2.65M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.19K- 4.19% |
$107K - $124K
|
95.8K
$2.56M
|