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 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-152- 1.71% |
$3.87K - $4.49K
|
8.73K
$232K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-158- 0.78% |
$4.02K - $4.67K
|
20.1K
$536K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-169- 15.79% |
$4.3K - $4.99K
|
901
$24K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-186- 1.84% |
$4.73K - $5.49K
|
9.91K
$264K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-200- 8.85% |
$5.09K - $5.91K
|
2.06K
$54.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-215- 1.31% |
$5.47K - $6.35K
|
16.2K
$433K
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-223- 0.3% |
$5.68K - $6.59K
|
73.9K
$1.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-223- 4.31% |
$5.68K - $6.59K
|
4.96K
$132K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-238- 2.2% |
$6.06K - $7.03K
|
10.6K
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-256- 1.85% |
$6.52K - $7.56K
|
13.6K
$362K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-265- 2.53% |
$6.74K - $7.83K
|
10.2K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-270- 3.01% |
$6.87K - $7.97K
|
8.71K
$232K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-271- 0.47% |
$6.9K - $8K
|
57.5K
$1.53M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-273- 0.16% |
$6.95K - $8.06K
|
174K
$4.64M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-278- 0.42% |
$7.08K - $8.21K
|
66.1K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-291- 51.5% |
$7.41K - $8.59K
|
274
$7.3K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-292- 3.54% |
$7.43K - $8.62K
|
7.95K
$212K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-294- 0.3% |
$7.48K - $8.68K
|
99K
$2.64M
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-300- 1.57% |
$7.64K - $8.86K
|
18.8K
$500K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-304- 0.57% |
$7.74K - $8.98K
|
53.1K
$1.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-313- 1.34% |
$7.97K - $9.24K
|
23K
$613K
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-319- 1.01% |
$8.12K - $9.42K
|
31.2K
$830K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-321- 3.7% |
$8.17K - $9.48K
|
8.35K
$222K
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-327- 0.36% |
$8.32K - $9.66K
|
90K
$2.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-342- 0.55% |
$8.7K - $10.1K
|
61.7K
$1.64M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-346- 8.25% |
$8.81K - $10.2K
|
3.85K
$102K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-355- 17.67% |
$9.03K - $10.5K
|
1.65K
$44K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-367- 8.63% |
$9.34K - $10.8K
|
3.89K
$104K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-372- 3.89% |
$9.47K - $11K
|
9.18K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-375- 0.66% |
$9.54K - $11.1K
|
56.8K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-380- 1.59% |
$9.67K - $11.2K
|
23.6K
$627K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-392- 1.71% |
$9.98K - $11.6K
|
22.5K
$599K
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-393- 0.58% |
$10K - $11.6K
|
67.4K
$1.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-394- 2.58% |
$10K - $11.6K
|
14.9K
$396K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-400- 3.25% |
$10.2K - $11.8K
|
11.9K
$317K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-416- 2.16% |
$10.6K - $12.3K
|
18.8K
$502K
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-457- 2.14% |
$11.6K - $13.5K
|
20.9K
$556K
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-463- 2.58% |
$11.8K - $13.7K
|
17.5K
$466K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-495- 2.06% |
$12.6K - $14.6K
|
23.5K
$625K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-520- 4.72% |
$13.2K - $15.4K
|
10.5K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-523- 34.07% |
$13.3K - $15.4K
|
1.01K
$26.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-546- 2.66% |
$13.9K - $16.1K
|
20K
$532K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-571- 1.9% |
$14.5K - $16.9K
|
29.5K
$786K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-572- 4.07% |
$14.6K - $16.9K
|
13.5K
$359K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-572- 0.36% |
$14.6K - $16.9K
|
157K
$4.19M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-575- 20.3% |
$14.6K - $17K
|
2.26K
$60.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-592- 2.48% |
$15.1K - $17.5K
|
23.3K
$620K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-602- 3.52% |
$15.3K - $17.8K
|
16.5K
$440K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-603- 42.98% |
$15.3K - $17.8K
|
800
$21.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-668- 3.29% |
$17K - $19.7K
|
19.6K
$522K
|