Purchases and Sales Made in Q2 2024 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 29, 2024
Q2 2024
|
Tenret CO LLC
|
BUY
|
- |
1.89K+ 10.17% |
$46.6K - $51.4K
|
20.5K
$552K
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.86K+ 12.2% |
$45.9K - $50.6K
|
17.1K
$462K
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.83K+ 5.09% |
$45K - $49.6K
|
37.7K
$1.02M
|
|
Jul 11, 2024
Q2 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.82K+ 9.66% |
$44.8K - $49.4K
|
20.6K
$555K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.76K+ 17.36% |
$43.5K - $48K
|
11.9K
$322K
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1.72K+ 314.86% |
$42.3K - $46.7K
|
2.26K
$61K
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.71K+ 5.48% |
$42.1K - $46.4K
|
32.8K
$885K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.7K+ 0.5% |
$41.9K - $46.2K
|
341K
$9.19M
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.64K+ 15.43% |
$40.4K - $44.5K
|
12.2K
$330K
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.57K+ 18.45% |
$38.8K - $42.8K
|
10.1K
$272K
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.54KNew |
$37.9K - $41.8K
|
1.54K
$41.4K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.49K+ 143.6% |
$36.8K - $40.6K
|
2.53K
$68.2K
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
BUY
|
- |
1.45K+ 7.89% |
$35.9K - $39.5K
|
19.9K
$536K
|
|
Jul 23, 2024
Q2 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.44K+ 4.42% |
$35.4K - $39.1K
|
33.9K
$915K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.43K+ 15.72% |
$35.2K - $38.8K
|
10.5K
$283K
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
1.39K+ 2.58% |
$34.3K - $37.9K
|
55.4K
$1.49M
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.39K+ 0.67% |
$34.2K - $37.8K
|
210K
$5.65M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
1.39K+ 55.9% |
$34.2K - $37.7K
|
3.87K
$104K
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.38K+ 4.26% |
$34.1K - $37.6K
|
33.8K
$912K
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.36K+ 57.54% |
$33.4K - $36.9K
|
3.71K
$100K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.34K+ 4.61% |
$33K - $36.3K
|
30.3K
$817K
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.31K+ 9.29% |
$32.4K - $35.7K
|
15.4K
$416K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.3K+ 7.59% |
$32.1K - $35.4K
|
18.4K
$497K
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.27K+ 0.38% |
$31.3K - $34.5K
|
331K
$8.91M
|
|
Jul 25, 2024
Q2 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
1.21K+ 10.19% |
$29.9K - $32.9K
|
13.1K
$353K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.11K+ 359.09% |
$27.3K - $30.1K
|
1.41K
$38.1K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
982+ 6.33% |
$24.2K - $26.7K
|
16.5K
$445K
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
970+ 1.08% |
$23.9K - $26.4K
|
90.7K
$2.44M
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
935+ 2.35% |
$23.1K - $25.4K
|
40.7K
$1.1M
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
923+ 0.88% |
$22.8K - $25.1K
|
106K
$2.86M
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
909+ 10.92% |
$22.4K - $24.7K
|
9.24K
$249K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
878+ 9.66% |
$21.7K - $23.9K
|
9.96K
$269K
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
834New |
$20.6K - $22.7K
|
834
$22.5K
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
820+ 10.1% |
$20.2K - $22.3K
|
8.94K
$241K
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
803+ 8.5% |
$19.8K - $21.8K
|
10.2K
$276K
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
BUY
|
- |
779+ 7.61% |
$19.2K - $21.2K
|
11K
$297K
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
727New |
$17.9K - $19.8K
|
727
$19.6K
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
723+ 5.02% |
$17.8K - $19.7K
|
15.1K
$408K
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
698+ 0.95% |
$17.2K - $19K
|
74K
$2M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
687New |
$16.9K - $18.7K
|
687
$18.5K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
672New |
$16.6K - $18.3K
|
672
$18.1K
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
654+ 4.35% |
$16.1K - $17.8K
|
15.7K
$423K
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
632+ 0.11% |
$15.6K - $17.2K
|
565K
$15.2M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
630+ 0.35% |
$15.5K - $17.1K
|
182K
$4.91M
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
618+ 5.8% |
$15.2K - $16.8K
|
11.3K
$304K
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
608+ 4.32% |
$15K - $16.5K
|
14.7K
$396K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
600+ 4.34% |
$14.8K - $16.3K
|
14.4K
$389K
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
599+ 2.4% |
$14.8K - $16.3K
|
25.6K
$690K
|
|
Aug 01, 2024
Q2 2024
|
Kearns & Associates LLC
|
BUY
|
- |
589+ 2.39% |
$14.5K - $16K
|
25.2K
$680K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
544+ 1.82% |
$13.4K - $14.8K
|
30.5K
$822K
|