Purchases and Sales Made in Q1 2023 in Schwab Strategic Tr Us Emergin (SCHE)
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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.75K- 0.86% |
$40.7K - $46.1K
|
201K
$5.39M
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.78K- 6.18% |
$41.5K - $46.9K
|
27K
$726K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.81K- 3.38% |
$42.1K - $47.7K
|
51.6K
$1.39M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.82K- 17.93% |
$42.4K - $48K
|
8.32K
$224K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.84K- 12.15% |
$43K - $48.7K
|
13.3K
$359K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.87K- 8.44% |
$43.6K - $49.3K
|
20.3K
$546K
|
|
|
Apr 20, 2023
Q1 2023
|
Mason & Associates Inc
|
SELL
|
- |
-1.93K- 0.97% |
$45.1K - $51K
|
197K
$5.31M
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1.97K- 15.6% |
$45.8K - $51.9K
|
10.6K
$286K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.97K- 13.08% |
$46K - $52K
|
13.1K
$353K
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.04K- 1.73% |
$47.5K - $53.7K
|
116K
$3.12M
|
|
|
Jul 28, 2023
Q1 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-2.1K- 3.42% |
$48.9K - $55.3K
|
59.1K
$1.59M
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-2.28K- 5.75% |
$53.2K - $60.2K
|
37.4K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.29K- 3.15% |
$53.3K - $60.4K
|
70.3K
$1.89M
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-2.3K- 2.39% |
$53.7K - $60.8K
|
94.3K
$2.54M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.32K- 2.26% |
$54K - $61.1K
|
100K
$2.69M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.37K- 1.44% |
$55.2K - $62.5K
|
162K
$4.35M
|
|
|
May 03, 2023
Q1 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-2.39K- 14.56% |
$55.7K - $63.1K
|
14K
$377K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.44K- 34.47% |
$56.8K - $64.3K
|
4.63K
$125K
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-2.45K- 12.36% |
$57K - $64.5K
|
17.3K
$466K
|
|
|
May 02, 2023
Q1 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-2.48K- 1.53% |
$57.9K - $65.5K
|
159K
$4.29M
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-2.58K- 11.19% |
$60.2K - $68.1K
|
20.5K
$551K
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.59K- 13.81% |
$60.4K - $68.4K
|
16.2K
$435K
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.67K- 19.86% |
$62.1K - $70.3K
|
10.8K
$289K
|
|
|
May 03, 2023
Q1 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-2.71K- 0.82% |
$63.3K - $71.6K
|
330K
$8.87M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.86K- 1.43% |
$66.8K - $75.6K
|
197K
$5.3M
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-2.91K- 0.63% |
$67.7K - $76.7K
|
456K
$12.3M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.95K- 10.63% |
$68.9K - $77.9K
|
24.8K
$668K
|
|
|
May 10, 2023
Q1 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-2.99K- 2.05% |
$69.8K - $79K
|
143K
$3.84M
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-3.03K- 5.79% |
$70.8K - $80.1K
|
49.3K
$1.33M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.05K- 9.58% |
$71.2K - $80.5K
|
28.8K
$775K
|
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-3.1K- 4.39% |
$72.4K - $81.9K
|
67.5K
$1.82M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.12K- 1.07% |
$72.8K - $82.3K
|
287K
$7.73M
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.14K- 68.37% |
$73.1K - $82.8K
|
1.45K
$39K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.21K- 20.75% |
$74.9K - $84.7K
|
12.3K
$330K
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-3.41K- 2.72% |
$79.4K - $89.9K
|
122K
$3.28M
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-3.41K- 2.72% |
$79.4K - $89.9K
|
122K
$3.28M
|
|
|
Apr 27, 2023
Q1 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-3.42K- 4.25% |
$79.7K - $90.2K
|
77K
$2.07M
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-3.46K- 9.32% |
$80.8K - $91.4K
|
33.7K
$906K
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.49K- 1.39% |
$81.5K - $92.2K
|
247K
$6.64M
|
|
|
Apr 26, 2023
Q1 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-3.51K- 5.56% |
$81.9K - $92.6K
|
59.6K
$1.6M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.54K- 3.5% |
$82.6K - $93.5K
|
97.7K
$2.63M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.54K- 3.5% |
$82.6K - $93.5K
|
97.7K
$2.63M
|
|
|
May 10, 2023
Q1 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-3.58K- 4.87% |
$83.4K - $94.4K
|
69.8K
$1.88M
|
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-3.61K- 27.61% |
$84.2K - $95.2K
|
9.46K
$254K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.65K- 1.52% |
$85.1K - $96.3K
|
237K
$6.36M
|
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-3.91K- 1.4% |
$91.3K - $103K
|
275K
$7.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-4.29K- 1.7% |
$99.9K - $113K
|
248K
$6.66M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.32K- 1.28% |
$101K - $114K
|
334K
$8.99M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.5K- 0.39% |
$105K - $119K
|
1.15M
$30.9M
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-4.69K- 1.26% |
$109K - $124K
|
368K
$9.89M
|