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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
30.3KNew |
$707K - $800K
|
30.3K
$816K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
29.9K+ 15.16% |
$696K - $788K
|
227K
$6.1M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
28.9K+ 107.17% |
$673K - $762K
|
55.8K
$1.5M
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
28.5K+ 25.16% |
$665K - $753K
|
142K
$3.82M
|
|
|
May 09, 2023
Q1 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
28K+ 3.32% |
$653K - $740K
|
871K
$23.4M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
27.8K+ 8.11% |
$648K - $733K
|
370K
$9.96M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
27.4K+ 8.97% |
$639K - $723K
|
333K
$8.95M
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
27.2KNew |
$634K - $717K
|
27.2K
$731K
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
27.1K+ 17.95% |
$633K - $716K
|
178K
$4.8M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.8K+ 12.62% |
$625K - $708K
|
239K
$6.43M
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
25.4K+ 4.9% |
$593K - $671K
|
545K
$14.7M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
24.8KNew |
$579K - $655K
|
24.8K
$668K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
24.6KNew |
$574K - $649K
|
24.6K
$662K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
24.5K+ 10.18% |
$572K - $647K
|
265K
$7.14M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
24K+ 54.64% |
$559K - $633K
|
67.9K
$1.83M
|
|
|
Apr 24, 2023
Q1 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
23.7K+ 3.0% |
$553K - $626K
|
814K
$21.9M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
23K+ 11.8% |
$537K - $607K
|
218K
$5.86M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
23K+ 41.1% |
$536K - $607K
|
78.9K
$2.12M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
22K+ 2.84% |
$512K - $580K
|
794K
$21.4M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
21.7K+ 3.11% |
$505K - $572K
|
718K
$19.3M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
21.3K+ 2125600.0% |
$496K - $561K
|
21.3K
$572K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
21.2KNew |
$495K - $560K
|
21.2K
$571K
|
|
|
Apr 11, 2023
Q1 2023
|
Olio Financial Planning
|
BUY
|
- |
20.8K+ 12.23% |
$486K - $550K
|
191K
$5.14M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.4K+ 26.34% |
$475K - $538K
|
97.7K
$2.63M
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
BUY
|
- |
19.8K+ 21.88% |
$463K - $523K
|
110K
$2.97M
|
|
|
May 01, 2023
Q1 2023
|
Tenret CO LLC
|
BUY
|
- |
18.2KNew |
$425K - $481K
|
18.2K
$491K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.2K+ 32.36% |
$423K - $479K
|
74.3K
$2M
|
|
|
May 08, 2023
Q1 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
17.6K+ 38.36% |
$410K - $464K
|
63.5K
$1.71M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
17.5KNew |
$408K - $462K
|
17.5K
$471K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
17.5K+ 28.98% |
$407K - $461K
|
77.8K
$2.09M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
17.3K+ 2.22% |
$403K - $456K
|
795K
$21.4M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
17.2KNew |
$402K - $455K
|
17.2K
$464K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
17K+ 38.18% |
$397K - $449K
|
61.6K
$1.66M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
16.6K+ 66316.0% |
$387K - $438K
|
16.6K
$447K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16K+ 238.51% |
$373K - $423K
|
22.7K
$611K
|
|
|
May 11, 2023
Q1 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
15.3KNew |
$356K - $403K
|
15.3K
$410K
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
14.9K+ 45.13% |
$346K - $392K
|
47.8K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
14.3K+ 422.61% |
$333K - $376K
|
17.6K
$474K
|
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
13.9KNew |
$324K - $367K
|
13.9K
$374K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
13.1KNew |
$306K - $346K
|
13.1K
$353K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12.4K+ 17.86% |
$288K - $326K
|
81.5K
$2.19M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
11.3K+ 7.03% |
$262K - $297K
|
171K
$4.61M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11K+ 73.6% |
$256K - $290K
|
25.9K
$698K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
11KNew |
$256K - $290K
|
11K
$296K
|
|
|
May 03, 2023
Q1 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
10.8KNew |
$251K - $285K
|
10.8K
$290K
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
10.6KNew |
$247K - $279K
|
10.6K
$285K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
10.1K+ 55.4% |
$235K - $265K
|
28.2K
$759K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
10KNew |
$234K - $265K
|
10K
$270K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
10K+ 166.46% |
$233K - $264K
|
16K
$431K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.97KNew |
$233K - $263K
|
9.97K
$268K
|