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 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.7K- 13.41% |
$297K - $345K
|
75.5K
$2.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-11.8K- 58.83% |
$301K - $349K
|
8.28K
$221K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-12.1K- 32.54% |
$307K - $356K
|
25K
$666K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-12.4K- 13.35% |
$317K - $367K
|
80.8K
$2.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-12.9K- 55.81% |
$327K - $380K
|
10.2K
$271K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-12.9K- 37.18% |
$328K - $381K
|
21.8K
$580K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.9K- 14.45% |
$329K - $381K
|
76.5K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-13K- 3.9% |
$330K - $383K
|
319K
$8.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-13.1K- 26.82% |
$334K - $387K
|
35.8K
$952K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-15.7K- 49.13% |
$399K - $464K
|
16.3K
$433K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-16.3K- 6.3% |
$414K - $480K
|
242K
$6.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-17K- 5.42% |
$432K - $502K
|
296K
$7.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-17.7K- 6.41% |
$450K - $522K
|
258K
$6.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-18.2K- 0.93% |
$462K - $536K
|
1.92M
$51.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-19.5K- 5.73% |
$497K - $577K
|
322K
$8.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-20.7K- 4.03% |
$528K - $613K
|
495K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-20.7K- 4.03% |
$528K - $613K
|
495K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-21K- 40.43% |
$535K - $621K
|
31K
$826K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-22.8K- 6.16% |
$581K - $674K
|
348K
$9.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-23K- 22.62% |
$586K - $680K
|
78.8K
$2.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-23.4K- 5.8% |
$596K - $692K
|
380K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-24.6K- 31.74% |
$626K - $726K
|
52.9K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-24.9K- 10.07% |
$634K - $736K
|
223K
$5.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-25K- 1.9% |
$635K - $737K
|
1.29M
$34.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-26.8K- 11.86% |
$682K - $791K
|
199K
$5.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-28.4K- 25.14% |
$723K - $839K
|
84.6K
$2.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-31K- 54.14% |
$788K - $914K
|
26.2K
$698K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-32.6K- 8.74% |
$831K - $964K
|
341K
$9.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-34.4K- 64.46% |
$876K - $1.02M
|
19K
$506K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34.6K- 7.57% |
$880K - $1.02M
|
422K
$11.2M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-37.2K- 38.64% |
$946K - $1.1M
|
59K
$1.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-41.4K- 34.62% |
$1.05M - $1.22M
|
78.2K
$2.08M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-45.3K- 24.64% |
$1.15M - $1.34M
|
138K
$3.69M
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-49.1K- 4.7% |
$1.25M - $1.45M
|
995K
$26.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-58.6K- 8.51% |
$1.49M - $1.73M
|
630K
$16.8M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-69.6K- 13.04% |
$1.77M - $2.06M
|
465K
$12.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-71.3K- 37.29% |
$1.81M - $2.1M
|
120K
$3.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-75.5K- 3.16% |
$1.92M - $2.23M
|
2.31M
$61.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-77.2K- 78.12% |
$1.96M - $2.28M
|
21.6K
$576K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-78.6K- 5.68% |
$2M - $2.32M
|
1.3M
$34.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-84.1K- 3.34% |
$2.14M - $2.48M
|
2.43M
$64.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-96.9K- 54.63% |
$2.47M - $2.86M
|
80.4K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-125K- 22.23% |
$3.17M - $3.68M
|
436K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-154K- 7.47% |
$3.93M - $4.56M
|
1.91M
$50.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-181K- 46.31% |
$4.61M - $5.35M
|
210K
$5.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-308K- 97.78% |
$7.84M - $9.1M
|
6.99K
$186K
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-350K- 96.15% |
$8.9M - $10.3M
|
14K
$373K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-365K- 15.2% |
$9.29M - $10.8M
|
2.04M
$54.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-366K- 11.4% |
$9.31M - $10.8M
|
2.84M
$75.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-380K- 1.94% |
$9.66M - $11.2M
|
19.2M
$512M
|