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 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-3.57K- 7.46% |
$95.1K - $108K
|
44.3K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-3.61K- 29.63% |
$96K - $109K
|
8.56K
$234K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-3.79K- 2.67% |
$101K - $114K
|
138K
$3.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-4.11K- 90.66% |
$109K - $124K
|
423
$11.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-4.41K- 18.17% |
$117K - $133K
|
19.9K
$544K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-4.6K- 35.79% |
$123K - $139K
|
8.26K
$226K
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-5.05K- 5.26% |
$134K - $153K
|
91K
$2.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.22K- 28.16% |
$139K - $158K
|
13.3K
$364K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-5.24K- 14.49% |
$139K - $158K
|
30.9K
$847K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-5.81K- 13.96% |
$155K - $176K
|
35.8K
$981K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-6.09K- 3.27% |
$162K - $184K
|
180K
$4.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.09K- 5.25% |
$162K - $184K
|
110K
$3.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-6.38K- 15.78% |
$170K - $193K
|
34.1K
$933K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-6.41K- 2.01% |
$171K - $194K
|
313K
$8.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.67K- 21.5% |
$178K - $202K
|
24.3K
$666K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-6.9K- 40.53% |
$184K - $209K
|
10.1K
$277K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-7.09K- 3.05% |
$189K - $214K
|
225K
$6.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.26K- 13.2% |
$193K - $219K
|
47.7K
$1.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-7.42K- 3.73% |
$198K - $224K
|
192K
$5.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-8.14K- 0.72% |
$217K - $246K
|
1.12M
$30.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-8.45K- 1.66% |
$225K - $255K
|
500K
$13.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-8.5K- 41.1% |
$226K - $257K
|
12.2K
$334K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.54K- 4.97% |
$227K - $258K
|
163K
$4.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8.61K- 11.02% |
$229K - $260K
|
69.6K
$1.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-8.7K- 5.08% |
$232K - $263K
|
162K
$4.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.73K- 0.96% |
$233K - $264K
|
901K
$24.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8.73K- 4.72% |
$233K - $264K
|
176K
$4.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.76K- 2.3% |
$233K - $265K
|
371K
$10.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-9.51K- 16.22% |
$253K - $288K
|
49.1K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-9.82K- 50.45% |
$262K - $297K
|
9.65K
$264K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-9.88K- 49.46% |
$263K - $299K
|
10.1K
$276K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-11K- 8.38% |
$293K - $333K
|
120K
$3.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-11.7K- 9.83% |
$310K - $352K
|
107K
$2.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-11.9K- 9.46% |
$316K - $359K
|
114K
$3.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-12.4K- 6.98% |
$331K - $376K
|
166K
$4.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-12.5K- 7.97% |
$333K - $379K
|
145K
$3.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-16K- 24.69% |
$427K - $485K
|
49K
$1.34M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-16.7K- 8.06% |
$444K - $504K
|
190K
$5.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.8K- 3.38% |
$474K - $538K
|
509K
$13.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-18.9K- 15.8% |
$503K - $571K
|
101K
$2.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-19.6K- 19.82% |
$522K - $592K
|
79.2K
$2.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-19.7K- 56.0% |
$526K - $597K
|
15.5K
$425K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-20.9K- 2.83% |
$556K - $631K
|
715K
$19.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
SELL
|
- |
-24.4K- 9.96% |
$651K - $739K
|
221K
$6.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-30.3K- 23.44% |
$808K - $917K
|
99.1K
$2.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-31.5K- 9.8% |
$840K - $954K
|
290K
$7.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-33.8K- 1.66% |
$900K - $1.02M
|
2M
$54.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-85.9K- 85.3% |
$2.29M - $2.6M
|
14.8K
$405K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-86.9K- 6.66% |
$2.31M - $2.63M
|
1.22M
$33.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-92.5K- 26.48% |
$2.46M - $2.8M
|
257K
$7.04M
|