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 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.39K+ 1.63% |
$102K - $116K
|
273K
$7.35M
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
4.31K+ 3.55% |
$100K - $114K
|
126K
$3.38M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4.3K+ 17.12% |
$100K - $113K
|
29.4K
$791K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
4.11K+ 32.31% |
$95.8K - $108K
|
16.8K
$453K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
4.08K+ 204.46% |
$95.2K - $108K
|
6.08K
$164K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.05K+ 3268.55% |
$94.5K - $107K
|
4.18K
$112K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4K+ 2.39% |
$93.3K - $106K
|
171K
$4.61M
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
3.91K+ 1.5% |
$91.2K - $103K
|
265K
$7.12M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
3.88K+ 15.65% |
$90.5K - $102K
|
28.7K
$771K
|
|
|
May 08, 2023
Q1 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
3.8K+ 3.27% |
$88.6K - $100K
|
120K
$3.23M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
3.78K+ 2.31% |
$88.1K - $99.7K
|
167K
$4.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.75K+ 1.08% |
$87.4K - $98.9K
|
351K
$9.45M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.6K+ 1.37% |
$84K - $95.1K
|
267K
$7.18M
|
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
3.45K+ 2.06% |
$80.4K - $91K
|
171K
$4.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
3.28K+ 80.34% |
$76.5K - $86.6K
|
7.37K
$198K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
3.25K+ 6.72% |
$75.7K - $85.7K
|
51.6K
$1.39M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.2K+ 3.24% |
$74.6K - $84.4K
|
102K
$2.75M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.14K+ 1.48% |
$73.1K - $82.7K
|
215K
$5.79M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
3.13K+ 3.35% |
$72.9K - $82.5K
|
96.4K
$2.59M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3.08K+ 33.41% |
$71.9K - $81.3K
|
12.3K
$331K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.03K+ 12.9% |
$70.7K - $80K
|
26.5K
$713K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.91K+ 15.5% |
$67.8K - $76.8K
|
21.7K
$583K
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.9K+ 25.86% |
$67.5K - $76.4K
|
14.1K
$379K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.82K+ 139.73% |
$65.7K - $74.3K
|
4.83K
$130K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.75K+ 21.49% |
$64.2K - $72.7K
|
15.6K
$419K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.64K+ 2.26% |
$61.5K - $69.6K
|
119K
$3.21M
|
|
|
May 01, 2023
Q1 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
2.57K+ 0.69% |
$60K - $67.9K
|
377K
$10.1M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.57K+ 1.21% |
$59.9K - $67.8K
|
215K
$5.77M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.54KNew |
$59.2K - $67K
|
2.54K
$68.3K
|
|
|
Apr 13, 2023
Q1 2023
|
Bck Partners, Inc.
|
BUY
|
- |
2.47K+ 2.33% |
$57.6K - $65.2K
|
109K
$2.92M
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.36K+ 4.89% |
$55K - $62.3K
|
50.6K
$1.36M
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.33K+ 0.61% |
$54.4K - $61.6K
|
382K
$10.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
2.27K+ 7.3% |
$52.8K - $59.8K
|
33.3K
$896K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.25K+ 47.28% |
$52.4K - $59.3K
|
7K
$188K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.2K+ 2.74% |
$51.3K - $58.1K
|
82.4K
$2.22M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.19K+ 5211.9% |
$51K - $57.8K
|
2.23K
$60K
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
2.05K+ 2.32% |
$47.8K - $54.1K
|
90.3K
$2.43M
|
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.04K+ 3.92% |
$47.5K - $53.7K
|
53.9K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.02K+ 3.14% |
$47.1K - $53.3K
|
66.3K
$1.78M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2K+ 15.43% |
$46.7K - $52.8K
|
15K
$403K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.97K+ 1.71% |
$46K - $52K
|
117K
$3.16M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.85K+ 9.92% |
$43.2K - $48.9K
|
20.5K
$552K
|
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.82K+ 4.41% |
$42.5K - $48.1K
|
43.2K
$1.16M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.77K+ 8.79% |
$41.3K - $46.7K
|
21.9K
$590K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.73K+ 2.87% |
$40.4K - $45.8K
|
62.2K
$1.67M
|
|
|
Apr 25, 2023
Q1 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.67K+ 0.95% |
$38.8K - $43.9K
|
177K
$4.77M
|
|
|
Apr 21, 2023
Q1 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
1.66K+ 0.9% |
$38.7K - $43.8K
|
185K
$4.99M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.62K+ 4.56% |
$37.7K - $42.6K
|
37K
$996K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.49K+ 1.92% |
$34.8K - $39.4K
|
79.2K
$2.13M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.46KNew |
$34K - $38.5K
|
1.46K
$39.2K
|