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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
779KNew |
$20.7M - $23.5M
|
779K
$21.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
736K+ 10534.03% |
$19.6M - $22.3M
|
743K
$21M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
634K+ 22.31% |
$16.9M - $19.2M
|
3.48M
$98M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
559K+ 7.16% |
$14.9M - $16.9M
|
8.37M
$236M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
370K+ 32.3% |
$9.84M - $11.2M
|
1.51M
$42.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
338K+ 2417.3% |
$9.01M - $10.2M
|
352K
$9.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
257KNew |
$6.84M - $7.76M
|
257K
$7.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
256K+ 122.02% |
$6.83M - $7.75M
|
467K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Sherwood Financial Partners, LLC
Westlake Village, CA |
BUY
|
- |
232KNew |
$6.18M - $7.02M
|
232K
$6.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
221K+ 107.04% |
$5.89M - $6.69M
|
428K
$12.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
192KNew |
$5.1M - $5.79M
|
192K
$5.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
184KNew |
$4.91M - $5.57M
|
184K
$5.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
182K+ 720.25% |
$4.84M - $5.49M
|
207K
$5.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
158K+ 28.19% |
$4.22M - $4.79M
|
721K
$20.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
155K+ 44.86% |
$4.12M - $4.68M
|
500K
$14.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
150KNew |
$4M - $4.54M
|
150K
$4.23M
|
|
|
Jan 23, 2025
Q4 2024
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
134KNew |
$3.56M - $4.04M
|
134K
$3.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
122KNew |
$3.25M - $3.69M
|
122K
$3.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
102K+ 5.51% |
$2.72M - $3.09M
|
1.96M
$55.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
90K+ 8.43% |
$2.4M - $2.72M
|
1.16M
$32.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
83.7K+ 7.13% |
$2.23M - $2.53M
|
1.26M
$35.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
83.3K+ 4.88% |
$2.22M - $2.52M
|
1.79M
$50.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
81.9K+ 145.59% |
$2.18M - $2.48M
|
138K
$3.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
79.3K+ 586.71% |
$2.11M - $2.4M
|
92.8K
$2.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
76.4KNew |
$2.03M - $2.31M
|
76.4K
$2.15M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
76.2KNew |
$2.03M - $2.3M
|
76.2K
$2.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
66KNew |
$1.76M - $1.99M
|
66K
$1.86M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
61K+ 2.63% |
$1.62M - $1.84M
|
2.38M
$67M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
58.5K+ 2.85% |
$1.56M - $1.77M
|
2.11M
$59.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
57.7KNew |
$1.54M - $1.75M
|
57.7K
$1.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
57K+ 5.81% |
$1.52M - $1.72M
|
1.04M
$29.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
54.6KNew |
$1.45M - $1.65M
|
54.6K
$1.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
54.1K+ 3.54% |
$1.44M - $1.64M
|
1.58M
$44.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
52KNew |
$1.38M - $1.57M
|
52K
$1.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
50.9KNew |
$1.36M - $1.54M
|
50.9K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
45.9KNew |
$1.22M - $1.39M
|
45.9K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
42.7K+ 138.36% |
$1.14M - $1.29M
|
73.6K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
42.4KNew |
$1.13M - $1.28M
|
42.4K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
41.1K+ 40.24% |
$1.09M - $1.24M
|
143K
$4.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
40.7K+ 14.14% |
$1.08M - $1.23M
|
329K
$9.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
40.4KNew |
$1.08M - $1.22M
|
40.4K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
40.1K+ 2.1% |
$1.07M - $1.21M
|
1.95M
$55M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
40.1K+ 4.46% |
$1.07M - $1.21M
|
939K
$26.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
39.3K+ 62.86% |
$1.05M - $1.19M
|
102K
$2.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
37.7K+ 10.4% |
$1M - $1.14M
|
400K
$11.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
37.4K+ 56.71% |
$996K - $1.13M
|
103K
$2.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
36.4K+ 397.76% |
$968K - $1.1M
|
45.5K
$1.28M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
34.7KNew |
$924K - $1.05M
|
34.7K
$978K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
34.2K+ 4.48% |
$909K - $1.03M
|
797K
$22.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34.1K+ 24.04% |
$909K - $1.03M
|
176K
$4.96M
|