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 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
79+ 0.86% |
$2.1K - $2.39K
|
9.26K
$246K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
24+ 0.18% |
$639 - $726
|
13.2K
$351K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
20+ 0.02% |
$533 - $605
|
120K
$3.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
17+ 2.73% |
$453 - $514
|
640
$17K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
12+ 0.07% |
$320 - $363
|
17.7K
$470K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 2.74% |
$293 - $333
|
412
$11K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
8+ 0.05% |
$213 - $242
|
16.8K
$446K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 2.65% |
$186 - $212
|
271
$7.21K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-4- 0.19% |
$107 - $121
|
2.1K
$55.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-29- 0.75% |
$772 - $877
|
3.82K
$102K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-37- 9.87% |
$985 - $1.12K
|
338
$8.99K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-69- 0.52% |
$1.84K - $2.09K
|
13.3K
$353K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-128- 0.32% |
$3.41K - $3.87K
|
39.5K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-149- 0.32% |
$3.97K - $4.5K
|
46K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-214- 2.51% |
$5.7K - $6.47K
|
8.3K
$221K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-219- 1.15% |
$5.83K - $6.62K
|
18.8K
$500K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-236- 0.66% |
$6.28K - $7.13K
|
35.4K
$943K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-237- 0.58% |
$6.31K - $7.16K
|
40.5K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-240- 0.18% |
$6.39K - $7.26K
|
132K
$3.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-244- 0.47% |
$6.5K - $7.38K
|
51.3K
$1.36M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-326- 0.97% |
$8.68K - $9.85K
|
33.2K
$883K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-340- 0.43% |
$9.05K - $10.3K
|
77.9K
$2.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-360- 2.12% |
$9.59K - $10.9K
|
16.6K
$443K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-457- 7.41% |
$12.2K - $13.8K
|
5.71K
$152K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-468- 4.0% |
$12.5K - $14.1K
|
11.2K
$298K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-528- 1.3% |
$14.1K - $16K
|
40K
$1.07M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-535- 3.06% |
$14.2K - $16.2K
|
17K
$451K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-574- 0.78% |
$15.3K - $17.4K
|
73.3K
$1.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-596- 3.34% |
$15.9K - $18K
|
17.2K
$458K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-621- 5.22% |
$16.5K - $18.8K
|
11.3K
$300K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-742- 6.02% |
$19.8K - $22.4K
|
11.6K
$308K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-775- 8.88% |
$20.6K - $23.4K
|
7.95K
$212K
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-817- 0.71% |
$21.8K - $24.7K
|
115K
$3.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-919- 1.43% |
$24.5K - $27.8K
|
63.2K
$1.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 6.45% |
$27.3K - $31K
|
14.9K
$395K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.05K- 0.48% |
$27.8K - $31.6K
|
219K
$5.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.05K- 5.25% |
$28.1K - $31.9K
|
19K
$506K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.21K- 0.75% |
$32.2K - $36.5K
|
159K
$4.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.26K- 1.25% |
$33.4K - $37.9K
|
99.1K
$2.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.5K- 1.63% |
$40K - $45.4K
|
90.8K
$2.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.55K- 2.91% |
$41.1K - $46.7K
|
51.5K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.8K- 9.8% |
$48K - $54.5K
|
16.6K
$441K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2K- 9.25% |
$53.2K - $60.3K
|
19.6K
$521K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-2.36K- 0.98% |
$62.8K - $71.3K
|
238K
$6.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.38K- 2.14% |
$63.3K - $71.9K
|
109K
$2.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.42K- 3.04% |
$64.4K - $73.1K
|
77K
$2.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-2.75K- 4.35% |
$73.1K - $83K
|
60.3K
$1.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-3.5K- 8.74% |
$93.2K - $106K
|
36.5K
$972K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-3.79K- 2.67% |
$101K - $114K
|
138K
$3.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-5.05K- 5.26% |
$134K - $153K
|
91K
$2.42M
|