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 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
71+ 0.31% |
$1.81K - $2.1K
|
23K
$611K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
70New |
$1.78K - $2.07K
|
70
$1.86K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
68+ 0.74% |
$1.73K - $2.01K
|
9.31K
$248K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
65+ 0.6% |
$1.65K - $1.92K
|
11K
$291K
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
BUY
|
- |
63+ 0.52% |
$1.6K - $1.86K
|
12.1K
$321K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
57+ 0.39% |
$1.45K - $1.68K
|
14.5K
$386K
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
44+ 2.03% |
$1.12K - $1.3K
|
2.21K
$58.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
43+ 0.99% |
$1.09K - $1.27K
|
4.4K
$117K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
40+ 0.28% |
$1.02K - $1.18K
|
14.5K
$385K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
37+ 17.54% |
$942 - $1.09K
|
248
$6.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
36+ 0.18% |
$916 - $1.06K
|
19.9K
$530K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
35+ 0.42% |
$891 - $1.03K
|
8.27K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
34+ 0.05% |
$865 - $1K
|
75.4K
$2M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
32+ 1.56% |
$814 - $945
|
2.08K
$55.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
25+ 0.07% |
$636 - $738
|
33.8K
$899K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
21+ 9.91% |
$534 - $620
|
233
$6.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
21+ 0.13% |
$534 - $620
|
16.2K
$432K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
19+ 0.24% |
$484 - $561
|
8.06K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
19+ 12.42% |
$484 - $561
|
172
$4.58K
|
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
18New |
$458 - $532
|
18
$479
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
17New |
$433 - $502
|
17
$452
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
17New |
$433 - $502
|
17
$452
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
14+ 0.04% |
$356 - $413
|
37.1K
$987K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
13+ 0.14% |
$331 - $384
|
9.31K
$248K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
13+ 0.11% |
$331 - $384
|
12K
$319K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13+ 22.41% |
$331 - $384
|
71
$1.89K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
12+ 0.09% |
$305 - $354
|
12.9K
$342K
|
|
|
Oct 30, 2024
Q3 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
12+ 0.13% |
$305 - $354
|
9.38K
$249K
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
BUY
|
- |
11+ 0.13% |
$280 - $325
|
8.65K
$230K
|
|
|
Nov 08, 2024
Q3 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
10+ 0.12% |
$255 - $295
|
8.11K
$216K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
9+ 0.12% |
$229 - $266
|
7.7K
$205K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8+ 0.09% |
$204 - $236
|
8.46K
$225K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6+ 0.02% |
$153 - $177
|
24K
$640K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
5+ 0.14% |
$127 - $148
|
3.59K
$95.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5+ 0.0% |
$127 - $148
|
121K
$3.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$102 - $118
|
15.6K
$415K
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
4+ 0.03% |
$102 - $118
|
13.6K
$361K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 10.0% |
$102 - $118
|
44
$1.17K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
3+ 0.03% |
$76.4 - $88.6
|
11.8K
$315K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.13% |
$76.4 - $88.6
|
2.35K
$62.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 0.16% |
$76.4 - $88.6
|
1.89K
$50.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
2+ 0.07% |
$50.9 - $59.1
|
2.75K
$73K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2+ 0.02% |
$50.9 - $59.1
|
8.62K
$229K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1+ 0.0% |
$25.5 - $29.5
|
125K
$3.32M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.16% |
$25.5 - $29.5
|
646
$17.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1+ 0.01% |
$25.5 - $29.5
|
14.6K
$387K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
1+ 0.01% |
$25.5 - $29.5
|
7.97K
$212K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.19% |
$25.5 - $29.5
|
518
$13.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.16% |
$25.5 - $29.5
|
623
$16.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.38% |
$25.5 - $29.5
|
264
$7.02K
|