Purchases and Sales Made in Q3 2024 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
472KNew |
$12M - $13.9M
|
472K
$13.7M
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
102K+ 5.22% |
$2.59M - $3.01M
|
2.06M
$59.5M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
83.1K+ 24.38% |
$2.11M - $2.45M
|
424K
$12.3M
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
75.4K+ 4.62% |
$1.92M - $2.23M
|
1.71M
$49.4M
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
66.7K+ 14.54% |
$1.7M - $1.97M
|
525K
$15.2M
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
45.8K+ 4.22% |
$1.16M - $1.35M
|
1.13M
$32.7M
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
45.1K+ 5.09% |
$1.15M - $1.33M
|
931K
$27M
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
34.1K+ 47.03% |
$868K - $1.01M
|
107K
$3.08M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
32.3K+ 397.14% |
$823K - $954K
|
40.5K
$1.17M
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
19K+ 65.64% |
$483K - $560K
|
47.9K
$1.38M
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
17.8KNew |
$454K - $526K
|
17.8K
$516K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
16.5K+ 20.74% |
$420K - $488K
|
96.1K
$2.78M
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
12.8K+ 150.49% |
$325K - $377K
|
21.3K
$615K
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
11.9K+ 30.47% |
$304K - $353K
|
51.1K
$1.48M
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
10.8K+ 3.12% |
$275K - $319K
|
358K
$10.4M
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
8.44K+ 0.57% |
$215K - $249K
|
1.5M
$43.4M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.75KNew |
$197K - $229K
|
7.75K
$224K
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
7.59K+ 9.4% |
$193K - $224K
|
88.4K
$2.56M
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
7.49KNew |
$191K - $221K
|
7.49K
$217K
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
7.39KNew |
$188K - $218K
|
7.39K
$214K
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
7.06KNew |
$180K - $208K
|
7.06K
$204K
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
6.76K+ 4.65% |
$172K - $200K
|
152K
$4.4M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.11K+ 6.74% |
$156K - $181K
|
96.8K
$2.8M
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
5.65K+ 7.63% |
$144K - $167K
|
79.7K
$2.31M
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5.6K+ 60.31% |
$143K - $165K
|
14.9K
$431K
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
5.34K+ 14.16% |
$136K - $158K
|
43K
$1.25M
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
5.33K+ 2.03% |
$136K - $158K
|
268K
$7.74M
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
5.26K+ 1.53% |
$134K - $155K
|
349K
$10.1M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.17K+ 50.32% |
$106K - $123K
|
12.5K
$360K
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
3.81K+ 2.13% |
$96.9K - $112K
|
183K
$5.29M
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
2.86K+ 8.44% |
$72.9K - $84.5K
|
36.8K
$1.06M
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
2.6K+ 0.58% |
$66.2K - $76.8K
|
455K
$13.2M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.38K+ 323.54% |
$60.5K - $70.2K
|
3.11K
$90.1K
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.29K+ 13.33% |
$58.3K - $67.7K
|
19.5K
$564K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.22K+ 26.75% |
$56.4K - $65.5K
|
10.5K
$304K
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
2.22K+ 2.36% |
$56.4K - $65.4K
|
96.1K
$2.78M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.14K+ 1.85% |
$54.5K - $63.2K
|
118K
$3.42M
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.99K+ 16.86% |
$50.6K - $58.8K
|
13.8K
$399K
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.96K+ 5.79% |
$49.9K - $57.8K
|
35.8K
$1.04M
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.72K+ 5.92% |
$43.8K - $50.9K
|
30.8K
$892K
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.71K+ 4.65% |
$43.5K - $50.5K
|
38.5K
$1.11M
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
1.49K+ 8.47% |
$37.8K - $43.9K
|
19K
$551K
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.31K+ 4.13% |
$33.2K - $38.6K
|
32.9K
$953K
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.16K+ 3060.53% |
$29.6K - $34.3K
|
1.2K
$34.8K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.09KNew |
$27.7K - $32.2K
|
1.09K
$31.5K
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.07K+ 5.18% |
$27.2K - $31.5K
|
21.7K
$627K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
873+ 4.69% |
$22.2K - $25.8K
|
19.5K
$564K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
817+ 1.5% |
$20.8K - $24.1K
|
55.4K
$1.6M
|
|
Oct 15, 2024
Q3 2024
|
Olio Financial Planning
|
BUY
|
- |
783+ 0.32% |
$19.9K - $23.1K
|
247K
$7.15M
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
768+ 6.35% |
$19.5K - $22.7K
|
12.9K
$372K
|