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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.05K+ 2.42% |
$129K - $149K
|
214K
$5.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.68K+ 6.29% |
$119K - $138K
|
79.2K
$2.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
4.59K+ 2.5% |
$117K - $136K
|
188K
$5.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4.52K+ 2.77% |
$115K - $133K
|
168K
$4.52M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
4.41KNew |
$112K - $130K
|
4.41K
$119K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.17K+ 50.32% |
$106K - $123K
|
12.5K
$336K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.1K+ 8.06% |
$104K - $121K
|
55K
$1.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
4.08K+ 10.99% |
$104K - $121K
|
41.2K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.87K+ 33.78% |
$98.5K - $114K
|
15.3K
$413K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
3.81K+ 2.13% |
$96.9K - $112K
|
183K
$4.93M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.8K+ 11.52% |
$96.8K - $112K
|
36.8K
$992K
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
3.74K+ 4.44% |
$95.2K - $110K
|
88K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.69K+ 8.87% |
$94K - $109K
|
45.3K
$1.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
3.59K+ 21.92% |
$91.2K - $106K
|
19.9K
$538K
|
|
|
Jan 16, 2025
Q3 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
3.56K+ 4.55% |
$90.7K - $105K
|
81.8K
$2.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.38K+ 5.29% |
$86K - $99.8K
|
67.2K
$1.81M
|
|
|
Oct 29, 2024
Q3 2024
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
3.29K+ 2.83% |
$83.7K - $97.1K
|
119K
$3.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
3.28K+ 2.87% |
$83.3K - $96.7K
|
117K
$3.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
3.18K+ 15.09% |
$81K - $93.9K
|
24.3K
$654K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.12K+ 20.71% |
$79.3K - $92K
|
18.2K
$490K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.03KNew |
$77.1K - $89.5K
|
3.03K
$81.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
BUY
|
- |
2.93K+ 7.43% |
$74.6K - $86.6K
|
42.4K
$1.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
2.92K+ 1.41% |
$74.2K - $86.1K
|
209K
$5.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.91K+ 11.92% |
$74.1K - $85.9K
|
27.3K
$737K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.88K+ 19.83% |
$73.3K - $85K
|
17.4K
$469K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
2.86K+ 8.44% |
$72.9K - $84.5K
|
36.8K
$992K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.69K+ 33.54% |
$68.5K - $79.5K
|
10.7K
$289K
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
2.65K+ 1.09% |
$67.4K - $78.2K
|
245K
$6.61M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.61K+ 2.44% |
$66.3K - $77K
|
110K
$2.95M
|
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
2.6K+ 0.58% |
$66.2K - $76.8K
|
455K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.52K+ 15.3% |
$64.2K - $74.5K
|
19K
$513K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.38K+ 323.54% |
$60.5K - $70.2K
|
3.11K
$83.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.29K+ 13.33% |
$58.3K - $67.7K
|
19.5K
$525K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.28K+ 1.35% |
$58.1K - $67.4K
|
172K
$4.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.27K+ 407.36% |
$57.7K - $67K
|
2.83K
$76.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
2.26K+ 7.58% |
$57.5K - $66.7K
|
32K
$864K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.22K+ 26.75% |
$56.4K - $65.5K
|
10.5K
$283K
|
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
2.22K+ 2.36% |
$56.4K - $65.4K
|
96.1K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.2K+ 2.07% |
$55.9K - $64.8K
|
108K
$2.92M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.14K+ 1.85% |
$54.5K - $63.2K
|
118K
$3.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
2.04K+ 2.98% |
$51.9K - $60.3K
|
70.5K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.04K+ 13.85% |
$51.9K - $60.2K
|
16.8K
$452K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.04K+ 13.88% |
$51.8K - $60.2K
|
16.7K
$450K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.99K+ 16.86% |
$50.6K - $58.8K
|
13.8K
$372K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.96K+ 35.2% |
$49.9K - $57.9K
|
7.54K
$203K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.96K+ 5.79% |
$49.9K - $57.8K
|
35.8K
$965K
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.95K+ 1.08% |
$49.7K - $57.6K
|
183K
$4.93M
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.94K+ 1.53% |
$49.2K - $57.1K
|
128K
$3.45M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.9K+ 51.08% |
$48.2K - $56K
|
5.61K
$151K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
1.88K+ 48.66% |
$47.9K - $55.6K
|
5.75K
$155K
|