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 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-817- 0.71% |
$21.8K - $24.7K
|
115K
$3.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-831- 7.26% |
$22.1K - $25.1K
|
10.6K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-845- 3.59% |
$22.5K - $25.5K
|
22.7K
$627K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-859- 2.2% |
$22.9K - $26K
|
38.3K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-883- 5.43% |
$23.5K - $26.7K
|
15.4K
$424K
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-889- 4.73% |
$23.7K - $26.9K
|
17.9K
$494K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-914- 6.1% |
$24.3K - $27.6K
|
14.1K
$388K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-919- 1.43% |
$24.5K - $27.8K
|
63.2K
$1.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-924- 3.12% |
$24.6K - $27.9K
|
28.7K
$792K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-940- 12.1% |
$25K - $28.4K
|
6.83K
$189K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
SELL
|
- |
-946- 3.15% |
$25.2K - $28.6K
|
29.1K
$804K
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-995- 1.48% |
$26.5K - $30.1K
|
66.4K
$1.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 6.45% |
$27.3K - $31K
|
14.9K
$411K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.05K- 0.48% |
$27.8K - $31.6K
|
219K
$6.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.05K- 5.25% |
$28.1K - $31.9K
|
19K
$525K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.06K- 5.6% |
$28.3K - $32.2K
|
17.9K
$495K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.08K- 2.46% |
$28.6K - $32.5K
|
42.6K
$1.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-1.15K- 9.68% |
$30.5K - $34.6K
|
10.7K
$295K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.16K- 8.93% |
$31K - $35.2K
|
11.9K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-1.2K- 1.1% |
$32K - $36.3K
|
108K
$2.98M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.21K- 0.75% |
$32.2K - $36.5K
|
159K
$4.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.26K- 1.25% |
$33.4K - $37.9K
|
99.1K
$2.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-1.27K- 99.53% |
$33.8K - $38.4K
|
6
$166
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-1.31K- 0.64% |
$34.9K - $39.6K
|
203K
$5.61M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.32K- 29.93% |
$35.2K - $39.9K
|
3.09K
$85.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.33K- 1.35% |
$35.5K - $40.3K
|
97.8K
$2.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.36K- 1.83% |
$36.1K - $41K
|
72.6K
$2M
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.37K- 11.07% |
$36.5K - $41.4K
|
11K
$304K
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-1.41K- 4.56% |
$37.4K - $42.5K
|
29.4K
$812K
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
SELL
|
- |
-1.44K- 6.4% |
$38.3K - $43.5K
|
21.1K
$581K
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-1.46K- 0.69% |
$38.7K - $44K
|
208K
$5.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-1.49K- 9.05% |
$39.7K - $45.1K
|
15K
$414K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.5K- 1.63% |
$40K - $45.4K
|
90.8K
$2.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.51K- 7.73% |
$40.1K - $45.6K
|
18K
$496K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.52K- 5.91% |
$40.3K - $45.8K
|
24.1K
$666K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.55K- 2.91% |
$41.1K - $46.7K
|
51.5K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-1.58K- 15.61% |
$42.2K - $47.9K
|
8.57K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.6K- 1.98% |
$42.6K - $48.3K
|
79K
$2.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.68K- 2.08% |
$44.7K - $50.7K
|
79.1K
$2.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.72K- 0.93% |
$45.8K - $51.9K
|
184K
$5.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.77K- 3.55% |
$47K - $53.4K
|
47.9K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.77K- 0.55% |
$47.1K - $53.4K
|
322K
$8.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-1.77K- 1.7% |
$47.2K - $53.6K
|
102K
$2.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.79K- 18.82% |
$47.6K - $54K
|
7.7K
$213K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.8K- 9.8% |
$48K - $54.5K
|
16.6K
$458K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.85K- 2.35% |
$49.2K - $55.9K
|
77K
$2.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-1.87K- 0.57% |
$49.9K - $56.6K
|
326K
$8.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.92K- 7.05% |
$51.2K - $58.1K
|
25.4K
$700K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.95K- 9.76% |
$52K - $59K
|
18K
$498K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2K- 9.25% |
$53.2K - $60.3K
|
19.6K
$541K
|