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 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
478New |
$12.2K - $14.1K
|
478
$13.8K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
463New |
$11.8K - $13.7K
|
463
$13.4K
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
460+ 0.25% |
$11.7K - $13.6K
|
186K
$5.39M
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
400+ 2.3% |
$10.2K - $11.8K
|
17.8K
$516K
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
365+ 0.11% |
$9.29K - $10.8K
|
320K
$9.25M
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
343+ 0.55% |
$8.73K - $10.1K
|
63.1K
$1.83M
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
327+ 1.71% |
$8.32K - $9.66K
|
19.5K
$563K
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
320+ 2.81% |
$8.14K - $9.45K
|
11.7K
$338K
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
295+ 0.54% |
$7.51K - $8.71K
|
55.2K
$1.6M
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
270+ 1.49% |
$6.87K - $7.97K
|
18.4K
$532K
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
253+ 3.35% |
$6.44K - $7.47K
|
7.8K
$226K
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
BUY
|
- |
221+ 1.36% |
$5.62K - $6.53K
|
16.5K
$477K
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
219+ 2.14% |
$5.57K - $6.47K
|
10.5K
$303K
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
200+ 0.22% |
$5.09K - $5.91K
|
89.6K
$2.59M
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
140New |
$3.56K - $4.13K
|
140
$4.05K
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
108New |
$2.75K - $3.19K
|
108
$3.13K
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
89+ 1.0% |
$2.27K - $2.63K
|
8.98K
$260K
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
80+ 0.65% |
$2.04K - $2.36K
|
12.3K
$357K
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
65+ 0.6% |
$1.65K - $1.92K
|
11K
$317K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
40+ 0.28% |
$1.02K - $1.18K
|
14.5K
$419K
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
37+ 17.54% |
$942 - $1.09K
|
248
$7.18K
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
35+ 0.42% |
$891 - $1.03K
|
8.27K
$239K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13+ 22.41% |
$331 - $384
|
71
$2.05K
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
12+ 0.09% |
$305 - $354
|
12.9K
$372K
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8+ 0.09% |
$204 - $236
|
8.46K
$245K
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$102 - $118
|
15.6K
$451K
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
3+ 0.03% |
$76.4 - $88.6
|
11.8K
$343K
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.38% |
$25.5 - $29.5
|
265
$7.67K
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.16% |
$25.5 - $29.5
|
646
$18.7K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.16% |
$25.5 - $29.5
|
623
$18K
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.19% |
$25.5 - $29.5
|
518
$15K
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.25% |
$25.5 - $29.5
|
401
$11.6K
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-8- 0.02% |
$204 - $236
|
41.6K
$1.2M
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-9- 0.05% |
$229 - $266
|
19.9K
$575K
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-19- 0.9% |
$484 - $561
|
2.1K
$60.8K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-24- 0.17% |
$611 - $709
|
13.7K
$398K
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-31- 0.24% |
$789 - $915
|
13.2K
$381K
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-40- 0.22% |
$1.02K - $1.18K
|
18.2K
$527K
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-54- 0.51% |
$1.37K - $1.59K
|
10.5K
$304K
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-59- 0.64% |
$1.5K - $1.74K
|
9.13K
$264K
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-80- 0.89% |
$2.04K - $2.36K
|
8.88K
$257K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-110- 0.27% |
$2.8K - $3.25K
|
40.6K
$1.17M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-115- 0.9% |
$2.93K - $3.4K
|
12.6K
$366K
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-122- 0.61% |
$3.1K - $3.6K
|
19.8K
$573K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-122- 1.94% |
$3.1K - $3.6K
|
6.17K
$179K
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-130- 1.0% |
$3.31K - $3.84K
|
12.9K
$372K
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-137- 0.38% |
$3.49K - $4.05K
|
35.7K
$1.03M
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-215- 1.31% |
$5.47K - $6.35K
|
16.2K
$470K
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-223- 4.31% |
$5.68K - $6.59K
|
4.96K
$143K
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-223- 0.3% |
$5.68K - $6.59K
|
73.9K
$2.14M
|