Purchases and Sales Made in Q1 2023 in Schwab Strategic Tr Us Emergin (SCHE)

SCHE Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q1 2023. 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
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
1.9M
+ 126.94%
$44.3M - $50.1M
3.39M $91.3M
May 12, 2023 Q1 2023
Koss Olinger Consulting, LLC

BUY
 -
1.02M
New
$23.7M - $26.8M
1.02M $27.3M
May 03, 2023 Q1 2023
Hamilton Capital, LLC

Columbus, OH
BUY
 -
893K
+ 46.88%
$20.8M - $23.6M
2.8M $75.2M
May 01, 2023 Q1 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
583K
+ 38.34%
$13.6M - $15.4M
2.11M $56.6M
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
579K
+ 2343.01%
$13.5M - $15.3M
604K $16.3M
May 15, 2023 Q1 2023
Drw Securities, LLC

Chicago, IL
BUY
 -
428K
+ 1039.8%
$9.99M - $11.3M
469K $12.6M
Apr 24, 2023 Q1 2023
Mc Adam, LLC

BUY
 -
345K
+ 91.13%
$8.05M - $9.1M
724K $19.5M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
333K
+ 32.83%
$7.76M - $8.79M
1.35M $36.2M
Jun 05, 2023 Q1 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
333K
New
$7.76M - $8.78M
333K $8.95M
May 03, 2023 Q1 2023
Krilogy Financial LLC

BUY
 -
314K
+ 34.0%
$7.32M - $8.28M
1.24M $33.3M
Apr 20, 2023 Q1 2023
Boyd Wealth Management, LLC

BUY
 -
215K
+ 218.64%
$5.01M - $5.66M
313K $8.42M
Apr 05, 2023 Q1 2023
Empowered Funds, LLC

BUY
 -
204K
New
$4.76M - $5.39M
204K $5.49M
Aug 06, 2024 Q1 2023
Hantz Financial Services, Inc.

BUY
 -
184K
+ 28.99%
$4.29M - $4.85M
818K $22M
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
135K
New
$3.14M - $3.56M
135K $3.63M
May 15, 2023 Q1 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
125K
+ 14.67%
$2.92M - $3.31M
980K $26.4M
Apr 13, 2023 Q1 2023
Consilium Wealth Advisory, LLC

BUY
 -
125K
+ 156.28%
$2.91M - $3.3M
205K $5.51M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
114K
+ 739.18%
$2.66M - $3.01M
130K $3.48M
May 15, 2023 Q1 2023
Lake Street Advisors Group, LLC

BUY
 -
104K
+ 24.06%
$2.43M - $2.75M
538K $14.5M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
99.3K
+ 25.8%
$2.32M - $2.62M
484K $13M
Apr 20, 2023 Q1 2023
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
99.2K
New
$2.31M - $2.62M
99.2K $2.67M
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
91K
+ 33.76%
$2.12M - $2.4M
361K $9.7M
May 18, 2023 Q1 2023
Gsb Wealth Management, LLC

BUY
 -
89.9K
+ 680.08%
$2.1M - $2.37M
103K $2.77M
May 02, 2023 Q1 2023
Lvw Advisors, LLC

BUY
 -
85K
+ 50.49%
$1.98M - $2.24M
253K $6.82M
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

BUY
 -
83.1K
+ 170.7%
$1.94M - $2.19M
132K $3.55M
May 03, 2023 Q1 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
80.9K
New
$1.89M - $2.14M
80.9K $2.18M
Apr 25, 2023 Q1 2023
Foundations Investment Advisors, LLC

BUY
 -
78.9K
New
$1.84M - $2.08M
78.9K $2.12M
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
74.2K
+ 31.43%
$1.73M - $1.96M
310K $8.34M
Apr 14, 2023 Q1 2023
Heartwood Wealth Advisors LLC

BUY
 -
69.1K
+ 4.15%
$1.61M - $1.82M
1.73M $46.7M
Apr 06, 2023 Q1 2023
Orgel Wealth Management, LLC

BUY
 -
66.2K
+ 6.33%
$1.54M - $1.75M
1.11M $29.9M
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
64.2K
+ 8.63%
$1.5M - $1.69M
807K $21.7M
May 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
61K
New
$1.42M - $1.61M
61K $1.64M
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
60.9K
+ 50.76%
$1.42M - $1.61M
181K $4.87M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
58.8K
+ 3.77%
$1.37M - $1.55M
1.62M $43.6M
Apr 10, 2023 Q1 2023
Charles Schwab Trust CO

BUY
 -
56K
+ 25.16%
$1.31M - $1.48M
278K $7.49M
May 11, 2023 Q1 2023
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
55.4K
+ 0.07%
$1.29M - $1.46M
78M $2.1B
May 12, 2023 Q1 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
50K
New
$1.17M - $1.32M
50K $1.35M
May 08, 2023 Q1 2023
Hc Advisors, LLC

BUY
 -
48.9K
+ 25.0%
$1.14M - $1.29M
245K $6.58M
May 11, 2023 Q1 2023
Noble Family Wealth, LLC

Clearwater, FL
BUY
 -
47.6K
New
$1.11M - $1.26M
47.6K $1.28M
May 02, 2023 Q1 2023
Jacobsen Capital Management

BUY
 -
46.3K
+ 16.37%
$1.08M - $1.22M
329K $8.85M
May 01, 2023 Q1 2023
Marquette Asset Management, LLC

BUY
 -
44.7K
+ 47.83%
$1.04M - $1.18M
138K $3.72M
May 11, 2023 Q1 2023
Summit Wealth & Retirement Planning, Inc.

BUY
 -
44.5K
+ 12.82%
$1.04M - $1.18M
392K $10.5M
May 12, 2023 Q1 2023
Cooper/Haims Advisors, LLC

BUY
 -
42.2K
+ 4.19%
$985K - $1.11M
1.05M $28.2M
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
40K
New
$934K - $1.06M
40K $1.08M
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
37.4K
+ 31.66%
$872K - $987K
155K $4.18M
May 16, 2023 Q1 2023
Hancock Whitney Corp

BUY
 -
36.1K
+ 15.97%
$841K - $952K
262K $7.05M
Nov 13, 2023 Q1 2023
Hancock Whitney Corp

BUY
 -
36.1K
+ 15.97%
$841K - $952K
262K $7.05M
Apr 28, 2023 Q1 2023
Allen Capital Group, LLC

BUY
 -
35.7K
New
$832K - $941K
35.7K $959K
May 16, 2023 Q1 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
33.7K
+ 9.69%
$785K - $889K
381K $10.3M
May 03, 2023 Q1 2023
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
32.3K
New
$753K - $852K
32.3K $869K

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