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 |
|---|---|---|---|---|---|---|---|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-4.46K- 2.11% |
$114K - $132K
|
207K
$5.53M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.5K- 2.37% |
$114K - $133K
|
185K
$4.95M
|
|
|
Oct 07, 2024
Q3 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-4.51K- 39.02% |
$115K - $133K
|
7.05K
$189K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-4.58K- 83.6% |
$117K - $135K
|
899
$24K
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-4.61K- 2.63% |
$117K - $136K
|
171K
$4.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-4.62K- 11.0% |
$118K - $137K
|
37.4K
$1M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-4.64K- 12.15% |
$118K - $137K
|
33.5K
$897K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.64K- 0.25% |
$118K - $137K
|
1.85M
$49.6M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.7K- 19.05% |
$120K - $139K
|
20K
$535K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-4.76K- 4.19% |
$121K - $141K
|
109K
$2.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.9K- 7.09% |
$125K - $145K
|
64.3K
$1.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-4.91K- 2.09% |
$125K - $145K
|
230K
$6.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-4.92K- 8.17% |
$125K - $145K
|
55.3K
$1.48M
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-5.1K- 23.05% |
$130K - $150K
|
17K
$455K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.15K- 4.8% |
$131K - $152K
|
102K
$2.73M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-5.38K- 1.54% |
$137K - $159K
|
344K
$9.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-5.38K- 1.55% |
$137K - $159K
|
341K
$9.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-5.42K- 8.46% |
$138K - $160K
|
58.7K
$1.57M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5.49K- 3.04% |
$140K - $162K
|
175K
$4.69M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-5.57K- 14.91% |
$142K - $164K
|
31.8K
$849K
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-5.73K- 5.32% |
$146K - $169K
|
102K
$2.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-5.95K- 38.38% |
$151K - $176K
|
9.55K
$256K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.1K- 4.99% |
$155K - $180K
|
116K
$3.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.17K- 6.17% |
$157K - $182K
|
93.8K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.23K- 14.91% |
$159K - $184K
|
35.5K
$951K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.58K- 27.03% |
$167K - $194K
|
17.7K
$475K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.66K- 0.58% |
$169K - $197K
|
1.14M
$30.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-6.66K- 2.46% |
$170K - $197K
|
264K
$7.05M
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-6.85K- 2.87% |
$174K - $202K
|
232K
$6.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.86K- 2.08% |
$175K - $203K
|
324K
$8.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.11K- 3.91% |
$181K - $210K
|
175K
$4.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-7.34K- 27.73% |
$187K - $217K
|
19.1K
$512K
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-7.48K- 7.04% |
$190K - $221K
|
98.8K
$2.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-7.81K- 2.27% |
$199K - $231K
|
336K
$8.99M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-7.84K- 3.15% |
$200K - $232K
|
241K
$6.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-7.92K- 50.47% |
$201K - $234K
|
7.77K
$208K
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-8.24K- 5.5% |
$210K - $243K
|
142K
$3.79M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.25K- 11.42% |
$210K - $244K
|
64K
$1.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-8.71K- 6.77% |
$222K - $257K
|
120K
$3.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-8.86K- 99.14% |
$225K - $262K
|
77
$2.06K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.96K- 22.49% |
$228K - $265K
|
30.9K
$826K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-9.25K- 20.77% |
$236K - $273K
|
35.3K
$944K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.39K- 6.87% |
$239K - $277K
|
127K
$3.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-9.66K- 34.27% |
$246K - $285K
|
18.5K
$495K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-10.5K- 1.41% |
$267K - $310K
|
736K
$19.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11K- 7.09% |
$279K - $324K
|
144K
$3.85M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-11K- 24.39% |
$281K - $326K
|
34.2K
$915K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-11.1K- 35.09% |
$281K - $326K
|
20.4K
$547K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.3K- 7.38% |
$288K - $334K
|
142K
$3.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-11.5K- 9.4% |
$293K - $340K
|
111K
$2.97M
|