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 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-75.5K- 3.16% |
$1.92M - $2.23M
|
2.31M
$66.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-77.2K- 78.12% |
$1.96M - $2.28M
|
21.6K
$619K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-78.6K- 5.68% |
$2M - $2.32M
|
1.3M
$37.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-84.1K- 3.34% |
$2.14M - $2.48M
|
2.43M
$69.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-96.9K- 54.63% |
$2.47M - $2.86M
|
80.4K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-125K- 22.23% |
$3.17M - $3.68M
|
436K
$12.5M
|
|
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-154K- 7.47% |
$3.93M - $4.56M
|
1.91M
$54.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-154K- 7.47% |
$3.93M - $4.56M
|
1.91M
$54.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-181K- 46.31% |
$4.61M - $5.35M
|
210K
$6.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-308K- 97.78% |
$7.84M - $9.1M
|
6.99K
$200K
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-350K- 96.15% |
$8.9M - $10.3M
|
14K
$401K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-365K- 15.2% |
$9.29M - $10.8M
|
2.04M
$58.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-366K- 11.4% |
$9.31M - $10.8M
|
2.84M
$81.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-380K- 1.94% |
$9.66M - $11.2M
|
19.2M
$550M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-623K- 98.53% |
$15.9M - $18.4M
|
9.31K
$267K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-910K- 4.11% |
$23.1M - $26.9M
|
21.2M
$608M
|