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 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
869+ 1.51% |
$23.1K - $26.3K
|
58.4K
$1.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
858+ 0.81% |
$22.8K - $25.9K
|
107K
$2.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
853+ 9.61% |
$22.7K - $25.8K
|
9.73K
$269K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
852+ 5.86% |
$22.7K - $25.8K
|
15.4K
$425K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
851+ 12.76% |
$22.7K - $25.7K
|
7.52K
$208K
|
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
840+ 8.61% |
$22.4K - $25.4K
|
10.6K
$292K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
832+ 1.18% |
$22.2K - $25.2K
|
71.3K
$1.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
802+ 9.85% |
$21.4K - $24.2K
|
8.95K
$247K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
796+ 1.91% |
$21.2K - $24.1K
|
42.5K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
782+ 4600.0% |
$20.8K - $23.6K
|
799
$22.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
774+ 0.47% |
$20.6K - $23.4K
|
166K
$4.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
732New |
$19.5K - $22.1K
|
732
$20.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
731+ 5.39% |
$19.5K - $22.1K
|
14.3K
$394K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
728New |
$19.4K - $22K
|
728
$20.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
711+ 2.28% |
$18.9K - $21.5K
|
31.9K
$881K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
666New |
$17.7K - $20.1K
|
666
$18.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
665+ 62.91% |
$17.7K - $20.1K
|
1.72K
$47.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
652+ 6.24% |
$17.4K - $19.7K
|
11.1K
$306K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
650+ 7.86% |
$17.3K - $19.6K
|
8.92K
$246K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
645+ 6.14% |
$17.2K - $19.5K
|
11.2K
$308K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
621+ 1.26% |
$16.5K - $18.8K
|
49.7K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
613+ 1.04% |
$16.3K - $18.5K
|
59.6K
$1.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
604+ 7.19% |
$16.1K - $18.3K
|
9.01K
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
596+ 2.32% |
$15.9K - $18K
|
26.2K
$725K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
584New |
$15.6K - $17.7K
|
584
$16.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
583+ 6.76% |
$15.5K - $17.6K
|
9.21K
$254K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
580+ 3.57% |
$15.4K - $17.5K
|
16.8K
$465K
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
BUY
|
- |
579+ 1.36% |
$15.4K - $17.5K
|
43K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
579+ 2.67% |
$15.4K - $17.5K
|
22.2K
$614K
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
BUY
|
- |
575+ 62.84% |
$15.3K - $17.4K
|
1.49K
$41.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
554+ 2.8% |
$14.8K - $16.7K
|
20.4K
$562K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
549+ 0.59% |
$14.6K - $16.6K
|
94.4K
$2.61M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
520New |
$13.8K - $15.7K
|
520
$14.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
492New |
$13.1K - $14.9K
|
492
$13.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
489+ 0.41% |
$13K - $14.8K
|
120K
$3.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
472+ 0.87% |
$12.6K - $14.3K
|
54.5K
$1.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
463+ 5.16% |
$12.3K - $14K
|
9.44K
$261K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
461+ 2.84% |
$12.3K - $13.9K
|
16.7K
$461K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
455+ 3.15% |
$12.1K - $13.8K
|
14.9K
$412K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
439+ 0.19% |
$11.7K - $13.3K
|
230K
$6.36M
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
438+ 19.79% |
$11.7K - $13.2K
|
2.65K
$73.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
434+ 2.23% |
$11.6K - $13.1K
|
19.9K
$550K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
417+ 3.91% |
$11.1K - $12.6K
|
11.1K
$306K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
409+ 1.81% |
$10.9K - $12.4K
|
23K
$636K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
394New |
$10.5K - $11.9K
|
394
$10.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
384+ 3.04% |
$10.2K - $11.6K
|
13K
$360K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
374+ 3.57% |
$9.96K - $11.3K
|
10.8K
$299K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
370+ 2.49% |
$9.85K - $11.2K
|
15.3K
$421K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
366+ 3.67% |
$9.75K - $11.1K
|
10.3K
$285K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
361+ 2.49% |
$9.61K - $10.9K
|
14.9K
$410K
|