Purchases and Sales Made in Q4 2024 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
338K+ 2417.3% |
$9.01M - $10.2M
|
352K
$9.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
257KNew |
$6.84M - $7.76M
|
257K
$6.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
256K+ 122.02% |
$6.83M - $7.75M
|
467K
$12.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
182K+ 720.25% |
$4.84M - $5.49M
|
207K
$5.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
150KNew |
$4M - $4.54M
|
150K
$4.09M
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
134KNew |
$3.56M - $4.04M
|
134K
$3.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
83.3K+ 4.88% |
$2.22M - $2.52M
|
1.79M
$48.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
61K+ 2.63% |
$1.62M - $1.84M
|
2.38M
$64.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
57K+ 5.81% |
$1.52M - $1.72M
|
1.04M
$28.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
52KNew |
$1.38M - $1.57M
|
52K
$1.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
40.7K+ 14.14% |
$1.08M - $1.23M
|
329K
$8.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
40.4KNew |
$1.08M - $1.22M
|
40.4K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
40.1K+ 4.46% |
$1.07M - $1.21M
|
939K
$25.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
37.4K+ 56.71% |
$996K - $1.13M
|
103K
$2.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
36.4K+ 397.76% |
$968K - $1.1M
|
45.5K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
32.7K+ 6.22% |
$870K - $987K
|
558K
$15.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
27.5K+ 39.43% |
$733K - $832K
|
97.3K
$2.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
25.2K+ 4.47% |
$670K - $761K
|
588K
$16M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
23.1KNew |
$614K - $697K
|
23.1K
$628K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
22.9K+ 8.86% |
$609K - $691K
|
281K
$7.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
22.1K+ 3.25% |
$587K - $667K
|
702K
$19.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
20.7K+ 2.22% |
$551K - $626K
|
952K
$25.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
20K+ 1.55% |
$533K - $605K
|
1.31M
$35.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.7K+ 16.64% |
$524K - $594K
|
138K
$3.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
18.9KNew |
$504K - $573K
|
18.9K
$516K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
17.9K+ 35.08% |
$478K - $542K
|
69.1K
$1.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
17.6K+ 4.91% |
$468K - $531K
|
375K
$10.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
15.9K+ 7.61% |
$423K - $481K
|
225K
$6.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
15.4K+ 169.97% |
$411K - $466K
|
24.5K
$667K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
15.4KNew |
$409K - $465K
|
15.4K
$419K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
14.3K+ 156.48% |
$381K - $433K
|
23.5K
$639K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
13.8K+ 23.62% |
$367K - $417K
|
72.1K
$1.96M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
13.3K+ 0.89% |
$355K - $403K
|
1.51M
$41.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.9KNew |
$343K - $389K
|
12.9K
$350K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
12.9K+ 50.91% |
$343K - $389K
|
38.1K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
12.8K+ 16679.22% |
$342K - $388K
|
12.9K
$352K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
12.8KNew |
$341K - $388K
|
12.8K
$349K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
12.4K+ 6.26% |
$331K - $376K
|
211K
$5.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.3KNew |
$327K - $371K
|
12.3K
$334K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
11.2K+ 32.74% |
$298K - $338K
|
45.4K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
11.2K+ 9.98% |
$297K - $338K
|
123K
$3.35M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.8KNew |
$289K - $328K
|
10.8K
$295K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
10.3KNew |
$274K - $311K
|
10.3K
$280K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
10.1K+ 2.14% |
$269K - $305K
|
482K
$13.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.58K+ 16.26% |
$255K - $290K
|
68.5K
$1.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
9.57KNew |
$255K - $289K
|
9.57K
$261K
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
9.19K+ 42.5% |
$245K - $278K
|
30.8K
$839K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
9KNew |
$240K - $272K
|
9K
$245K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
8.77K+ 45.83% |
$233K - $265K
|
27.9K
$760K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
8.55K+ 2.17% |
$228K - $258K
|
402K
$10.9M
|