Purchases and Sales Made in Q4 2024 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
83.3K+ 4.88% |
$2.22M - $2.52M
|
1.79M
$47.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
61K+ 2.63% |
$1.62M - $1.84M
|
2.38M
$63.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
40.4KNew |
$1.08M - $1.22M
|
40.4K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
32.7K+ 6.22% |
$870K - $987K
|
558K
$14.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
20K+ 1.55% |
$533K - $605K
|
1.31M
$34.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
17.9K+ 35.08% |
$478K - $542K
|
69.1K
$1.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
15.9K+ 7.61% |
$423K - $481K
|
225K
$5.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
14.3K+ 156.48% |
$381K - $433K
|
23.5K
$624K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
13.3K+ 0.89% |
$355K - $403K
|
1.51M
$40.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.9KNew |
$343K - $389K
|
12.9K
$342K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
12.9K+ 50.91% |
$343K - $389K
|
38.1K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
7.48K+ 3.97% |
$199K - $226K
|
196K
$5.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.56K+ 59.82% |
$148K - $168K
|
14.9K
$395K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
4.62K+ 1.01% |
$123K - $140K
|
459K
$12.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
4.45K+ 4.17% |
$118K - $134K
|
111K
$2.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
4.24K+ 2.79% |
$113K - $128K
|
156K
$4.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.15K+ 49.04% |
$110K - $125K
|
12.6K
$335K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.51K+ 33.68% |
$93.4K - $106K
|
13.9K
$370K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
2.97K+ 0.99% |
$79K - $89.7K
|
303K
$8.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.79K+ 1.04% |
$74.3K - $84.3K
|
270K
$7.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2.61K+ 28.57% |
$69.5K - $78.8K
|
11.7K
$312K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2.41K+ 1.81% |
$64.1K - $72.7K
|
135K
$3.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.17K+ 2.46% |
$57.9K - $65.7K
|
90.6K
$2.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.67K+ 4.54% |
$44.5K - $50.5K
|
38.5K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.55K+ 4.32% |
$41.2K - $46.8K
|
37.4K
$994K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
1.36K+ 299.12% |
$36.2K - $41.1K
|
1.81K
$48.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.15K+ 7.36% |
$30.6K - $34.7K
|
16.7K
$445K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.09KNew |
$29.1K - $33.1K
|
1.09K
$29.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.09K+ 3.71% |
$28.9K - $32.9K
|
30.4K
$808K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
899+ 7.31% |
$23.9K - $27.2K
|
13.2K
$351K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
887+ 2.31% |
$23.6K - $26.8K
|
39.4K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
853+ 9.61% |
$22.7K - $25.8K
|
9.73K
$259K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
832+ 1.18% |
$22.2K - $25.2K
|
71.3K
$1.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
796+ 1.91% |
$21.2K - $24.1K
|
42.5K
$1.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
650+ 7.86% |
$17.3K - $19.6K
|
8.92K
$237K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
645+ 6.14% |
$17.2K - $19.5K
|
11.2K
$297K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
579+ 2.67% |
$15.4K - $17.5K
|
22.2K
$592K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
463+ 5.16% |
$12.3K - $14K
|
9.44K
$251K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
409+ 1.81% |
$10.9K - $12.4K
|
23K
$612K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
374+ 3.57% |
$9.96K - $11.3K
|
10.8K
$288K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
370+ 2.49% |
$9.85K - $11.2K
|
15.3K
$406K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
361+ 2.49% |
$9.61K - $10.9K
|
14.9K
$395K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
261+ 1.89% |
$6.95K - $7.89K
|
14.1K
$374K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
210+ 1.65% |
$5.59K - $6.35K
|
12.9K
$344K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
175New |
$4.66K - $5.29K
|
175
$4.66K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
161+ 143.75% |
$4.29K - $4.87K
|
273
$7.26K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
161New |
$4.29K - $4.87K
|
161
$4.28K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
93+ 1.0% |
$2.48K - $2.81K
|
9.38K
$249K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
81+ 0.68% |
$2.16K - $2.45K
|
11.9K
$318K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
79+ 0.86% |
$2.1K - $2.39K
|
9.26K
$246K
|