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 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-669- 4.77% |
$17K - $19.8K
|
13.3K
$355K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-680- 5.07% |
$17.3K - $20.1K
|
12.7K
$339K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-682- 7.73% |
$17.4K - $20.1K
|
8.15K
$217K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-685- 5.92% |
$17.4K - $20.2K
|
10.9K
$290K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-702- 1.01% |
$17.9K - $20.7K
|
68.9K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-703- 8.58% |
$17.9K - $20.8K
|
7.49K
$200K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-708- 2.89% |
$18K - $20.9K
|
23.8K
$634K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-713- 6.18% |
$18.1K - $21.1K
|
10.8K
$288K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-719- 2.37% |
$18.3K - $21.2K
|
29.6K
$788K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-733- 2.09% |
$18.7K - $21.6K
|
34.4K
$916K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-740- 4.92% |
$18.8K - $21.9K
|
14.3K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-744- 1.99% |
$18.9K - $22K
|
36.7K
$976K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-746- 2.14% |
$19K - $22K
|
34.1K
$909K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-750- 4.07% |
$19.1K - $22.1K
|
17.7K
$471K
|
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
SELL
|
- |
-752- 4.75% |
$19.1K - $22.2K
|
15.1K
$402K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-773- 4.2% |
$19.7K - $22.8K
|
17.7K
$470K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-838- 0.9% |
$21.3K - $24.7K
|
92.3K
$2.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-878- 0.76% |
$22.3K - $25.9K
|
114K
$3.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-885- 99.89% |
$22.5K - $26.1K
|
1
$26.6
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-957- 1.16% |
$24.4K - $28.3K
|
81.5K
$2.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1K- 0.79% |
$25.5K - $29.5K
|
126K
$3.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.06K- 6.6% |
$26.9K - $31.2K
|
15K
$399K
|
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-1.07K- 4.06% |
$27.2K - $31.5K
|
25.2K
$671K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-1.08K- 6.94% |
$27.6K - $32K
|
14.5K
$387K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-1.12K- 2.17% |
$28.4K - $33K
|
50.3K
$1.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.12K- 5.84% |
$28.5K - $33K
|
18K
$480K
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.17K- 0.45% |
$29.7K - $34.5K
|
259K
$6.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.17K- 4.45% |
$29.8K - $34.6K
|
25.2K
$670K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.31K- 27.2% |
$33.4K - $38.7K
|
3.51K
$93.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-1.32K- 3.2% |
$33.7K - $39.1K
|
40K
$1.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.35K- 9.74% |
$34.3K - $39.7K
|
12.5K
$332K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.36K- 1.35% |
$34.5K - $40.1K
|
99.2K
$2.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-1.36K- 3.27% |
$34.7K - $40.2K
|
40.3K
$1.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.37K- 4.45% |
$34.7K - $40.3K
|
29.3K
$780K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.37K- 5.72% |
$34.9K - $40.5K
|
22.6K
$602K
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-1.38K- 0.92% |
$35.1K - $40.8K
|
149K
$3.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-1.43K- 6.49% |
$36.3K - $42.1K
|
20.6K
$548K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.46K- 2.29% |
$37.3K - $43.2K
|
62.5K
$1.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-1.48K- 0.15% |
$37.7K - $43.7K
|
981K
$26.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 9.07% |
$38.1K - $44.2K
|
15K
$399K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.5K- 0.68% |
$38.3K - $44.4K
|
220K
$5.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
SELL
|
- |
-1.64K- 6.81% |
$41.8K - $48.5K
|
22.5K
$599K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.68K- 2.55% |
$42.6K - $49.5K
|
64.1K
$1.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-1.68K- 4.07% |
$42.8K - $49.7K
|
39.7K
$1.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-1.76K- 1.66% |
$44.7K - $51.9K
|
104K
$2.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.78K- 2.54% |
$45.3K - $52.6K
|
68.3K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-1.78K- 5.59% |
$45.3K - $52.6K
|
30.1K
$801K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.8K- 2.19% |
$45.9K - $53.2K
|
80.6K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.83K- 1.82% |
$46.4K - $53.9K
|
98.5K
$2.62M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-1.88K- 20.53% |
$47.7K - $55.4K
|
7.26K
$193K
|