Purchases and Sales Made in Q1 2024 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-932- 6.87% |
$21.9K - $23.7K
|
12.6K
$340K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-936- 86.19% |
$22K - $23.8K
|
150
$4.04K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-940- 1.11% |
$22.1K - $23.9K
|
83.9K
$2.26M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-959- 92.03% |
$22.5K - $24.4K
|
83
$2.24K
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
SELL
|
- |
-960- 3.67% |
$22.5K - $24.4K
|
25.2K
$679K
|
|
|
May 15, 2024
Q1 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-970- 10.06% |
$22.8K - $24.7K
|
8.67K
$234K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-983- 7.11% |
$23.1K - $25K
|
12.8K
$346K
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.04K- 6.1% |
$24.3K - $26.4K
|
16K
$430K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.06K- 1.07% |
$24.8K - $26.9K
|
97.4K
$2.63M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.06K- 8.56% |
$25K - $27.1K
|
11.4K
$306K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.07K- 7.12% |
$25.2K - $27.3K
|
14K
$377K
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-1.09K- 5.28% |
$25.5K - $27.6K
|
19.5K
$524K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.09K- 1.31% |
$25.6K - $27.8K
|
82.4K
$2.22M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.09K- 98.74% |
$25.7K - $27.8K
|
14
$377
|
|
|
May 13, 2024
Q1 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-1.12K- 1.8% |
$26.2K - $28.4K
|
60.8K
$1.64M
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-1.16K- 10.49% |
$27.3K - $29.6K
|
9.93K
$268K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.17K- 7.73% |
$27.5K - $29.9K
|
14K
$377K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.21K- 1.26% |
$28.5K - $30.9K
|
95K
$2.56M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.25K- 4.12% |
$29.2K - $31.7K
|
29K
$781K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.26K- 5.49% |
$29.7K - $32.2K
|
21.8K
$587K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.27K- 9.9% |
$29.8K - $32.3K
|
11.5K
$311K
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.27K- 12.98% |
$29.8K - $32.3K
|
8.52K
$230K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.3K- 13.7% |
$30.5K - $33.1K
|
8.2K
$221K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.3K- 11.54% |
$30.6K - $33.2K
|
9.99K
$269K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.31K- 13.72% |
$30.7K - $33.3K
|
8.23K
$222K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.32K- 3.73% |
$30.9K - $33.5K
|
34K
$916K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.33K- 7.16% |
$31.3K - $34K
|
17.3K
$466K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.37K- 8.37% |
$32.2K - $35K
|
15K
$405K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.44K- 5.36% |
$33.8K - $36.6K
|
25.4K
$686K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.46K- 10.15% |
$34.2K - $37.1K
|
12.9K
$348K
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.47K- 0.62% |
$34.4K - $37.3K
|
234K
$6.32M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.51K- 15.02% |
$35.4K - $38.4K
|
8.53K
$230K
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1.51K- 6.75% |
$35.5K - $38.5K
|
20.9K
$563K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.57K- 6.86% |
$36.9K - $40K
|
21.4K
$576K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.59K- 8.02% |
$37.3K - $40.4K
|
18.2K
$492K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.63K- 1.28% |
$38.3K - $41.6K
|
126K
$3.39M
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.71K- 0.74% |
$40K - $43.4K
|
228K
$6.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.71K- 3.4% |
$40.2K - $43.6K
|
48.7K
$1.31M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.73K- 3.39% |
$40.7K - $44.1K
|
49.3K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.75K- 40.38% |
$41.2K - $44.6K
|
2.59K
$69.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-1.77K- 1.63% |
$41.5K - $45K
|
106K
$2.87M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.77K- 4.32% |
$41.5K - $45K
|
39.2K
$1.06M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.78K- 18.02% |
$41.9K - $45.4K
|
8.12K
$219K
|
|
|
Apr 17, 2024
Q1 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.83K- 2.47% |
$43K - $46.6K
|
72.4K
$1.95M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.84K- 12.98% |
$43.1K - $46.8K
|
12.3K
$332K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.87K- 25.59% |
$43.8K - $47.5K
|
5.43K
$146K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
SELL
|
- |
-1.92K- 5.64% |
$45K - $48.8K
|
32.1K
$866K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-1.93K- 7.49% |
$45.4K - $49.2K
|
23.9K
$644K
|
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-2.03K- 2.52% |
$47.5K - $51.5K
|
78.5K
$2.12M
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-2.03K- 18.45% |
$47.6K - $51.6K
|
8.97K
$242K
|