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 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-259- 1.13% |
$6.9K - $7.83K
|
22.7K
$622K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-263- 3.02% |
$7K - $7.95K
|
8.44K
$231K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-296- 66.37% |
$7.88K - $8.95K
|
150
$4.11K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-323- 2.95% |
$8.6K - $9.76K
|
10.6K
$291K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-326- 0.97% |
$8.68K - $9.85K
|
33.2K
$909K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-327- 2.71% |
$8.71K - $9.89K
|
11.8K
$322K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-332- 0.79% |
$8.84K - $10K
|
41.8K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-340- 0.43% |
$9.05K - $10.3K
|
77.9K
$2.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-360- 2.12% |
$9.59K - $10.9K
|
16.6K
$456K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-372- 2.89% |
$9.91K - $11.2K
|
12.5K
$342K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-397- 1.47% |
$10.6K - $12K
|
26.6K
$730K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-406- 3.16% |
$10.8K - $12.3K
|
12.5K
$341K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-424- 1.26% |
$11.3K - $12.8K
|
33.2K
$908K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-430- 1.81% |
$11.5K - $13K
|
23.4K
$640K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-445- 2.1% |
$11.9K - $13.5K
|
20.7K
$567K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-456- 4.21% |
$12.1K - $13.8K
|
10.4K
$284K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-457- 7.41% |
$12.2K - $13.8K
|
5.71K
$156K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-468- 4.0% |
$12.5K - $14.1K
|
11.2K
$307K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-501- 0.15% |
$13.3K - $15.1K
|
341K
$9.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-518- 3.91% |
$13.8K - $15.7K
|
12.7K
$349K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-526- 1.61% |
$14K - $15.9K
|
32.2K
$882K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-528- 1.3% |
$14.1K - $16K
|
40K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-535- 17.66% |
$14.2K - $16.2K
|
2.5K
$68.3K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-535- 3.06% |
$14.2K - $16.2K
|
17K
$465K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-574- 0.78% |
$15.3K - $17.4K
|
73.3K
$2.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-596- 3.34% |
$15.9K - $18K
|
17.2K
$472K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-621- 5.22% |
$16.5K - $18.8K
|
11.3K
$309K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-650- 0.73% |
$17.3K - $19.6K
|
88.9K
$2.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-658- 0.19% |
$17.5K - $19.9K
|
347K
$9.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-664- 0.97% |
$17.7K - $20.1K
|
67.6K
$1.85M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-665- 2.55% |
$17.7K - $20.1K
|
25.5K
$697K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-742- 6.02% |
$19.8K - $22.4K
|
11.6K
$317K
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-745- 4.66% |
$19.8K - $22.5K
|
15.2K
$417K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-775- 8.88% |
$20.6K - $23.4K
|
7.95K
$218K
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-817- 0.71% |
$21.8K - $24.7K
|
115K
$3.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-831- 7.26% |
$22.1K - $25.1K
|
10.6K
$291K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-859- 2.2% |
$22.9K - $26K
|
38.3K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-883- 5.43% |
$23.5K - $26.7K
|
15.4K
$421K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-914- 6.1% |
$24.3K - $27.6K
|
14.1K
$385K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-919- 1.43% |
$24.5K - $27.8K
|
63.2K
$1.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-924- 3.12% |
$24.6K - $27.9K
|
28.7K
$785K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-940- 12.1% |
$25K - $28.4K
|
6.83K
$187K
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-995- 1.48% |
$26.5K - $30.1K
|
66.4K
$1.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 6.45% |
$27.3K - $31K
|
14.9K
$407K
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.05K- 0.48% |
$27.8K - $31.6K
|
219K
$5.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.05K- 5.25% |
$28.1K - $31.9K
|
19K
$521K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.08K- 2.46% |
$28.6K - $32.5K
|
42.6K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-1.15K- 9.68% |
$30.5K - $34.6K
|
10.7K
$293K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.16K- 8.93% |
$31K - $35.2K
|
11.9K
$325K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.21K- 0.75% |
$32.2K - $36.5K
|
159K
$4.36M
|