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
Apr 24, 2023 Q1 2023
Thompson Investment Management, Inc.

BUY
 -
24
+ 0.05%
$560 - $633
46.3K $1.25M
Apr 28, 2023 Q1 2023
Townsend Asset Management Corp

BUY
 -
22
New
$513 - $581
22 $592
Apr 19, 2023 Q1 2023
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
13
+ 0.07%
$303 - $343
18.4K $496K
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
1
+ 0.13%
$23.3 - $26.4
775 $20.8K
Apr 13, 2023 Q1 2023
Financial Management Professionals, Inc.

BUY
 -
1
+ 0.13%
$23.3 - $26.4
775 $20.8K
Apr 03, 2023 Q1 2023
Goal Vest Advisory LLC

BUY
 -
0
New
$0 - $0
0 $0
May 05, 2023 Q1 2023
Tri Star Advisors Inc.

BUY
 -
0
New
$0 - $0
0 $0
May 01, 2023 Q1 2023
Oldfather Financial Services, LLC

SELL
 -
-1
- 0.01%
$23.3 - $26.4
11.8K $318K
May 01, 2024 Q1 2023
Blume Capital Management, Inc.

Berkeley, CA
SELL
 -
-3
- 0.49%
$70 - $79.2
605 $16.3K
May 09, 2023 Q1 2023
Sws Partners

SELL
 -
-5
- 0.02%
$117 - $132
23.5K $632K
May 15, 2023 Q1 2023
Ima Wealth, Inc.

Wichita, KS
SELL
 -
-10
- 2.0%
$233 - $264
491 $13.2K
Apr 19, 2023 Q1 2023
Sol Capital Management CO

SELL
 -
-12
- 0.07%
$280 - $317
18.1K $487K
Apr 24, 2023 Q1 2023
Hexagon Capital Partners LLC

SELL
 -
-15
- 83.33%
$350 - $396
3 $80.7
Apr 19, 2023 Q1 2023
Waterfront Wealth Inc.

SELL
 -
-16
- 0.1%
$373 - $422
16.1K $432K
Apr 11, 2023 Q1 2023
Acropolis Investment Management, LLC

SELL
 -
-16
- 0.11%
$373 - $422
15.1K $407K
Apr 28, 2023 Q1 2023
Harvest Group Wealth Management, LLC

SELL
 -
-20
- 0.16%
$466 - $528
12.3K $330K
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-22
- 0.08%
$513 - $581
28.2K $759K
May 15, 2023 Q1 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
SELL
 -
-23
- 24.47%
$536 - $607
71 $1.91K
May 12, 2023 Q1 2023
Stonebridge Capital Advisors LLC

St Paul, MN
SELL
 -
-25
- 1.64%
$583 - $660
1.5K $40.2K
Apr 20, 2023 Q1 2023
Grimes & Company, Inc.

SELL
 -
-26
- 0.03%
$606 - $686
85.1K $2.29M
May 04, 2023 Q1 2023
Cadence Wealth Management LLC

Westborough, MA
SELL
 -
-27
- 0.19%
$630 - $713
14.4K $386K
May 04, 2023 Q1 2023
Joseph Group Capital Management

Columbus, OH
SELL
 -
-28
- 0.02%
$653 - $739
129K $3.48M
May 15, 2023 Q1 2023
ETF Store, Inc.

SELL
 -
-31
- 0.33%
$723 - $818
9.47K $255K
May 02, 2023 Q1 2023
Jackson Creek Investment Advisors LLC

SELL
 -
-36
- 0.05%
$840 - $950
69.5K $1.87M
Apr 25, 2023 Q1 2023
Baystate Wealth Management LLC

SELL
 -
-49
- 23.79%
$1.14K - $1.29K
157 $4.22K
May 04, 2023 Q1 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
SELL
 -
-54
- 0.67%
$1.26K - $1.43K
8.02K $216K
May 10, 2023 Q1 2023
Peak Asset Management, LLC

Louisville, CO
SELL
 -
-64
- 0.57%
$1.49K - $1.69K
11.3K $303K
Apr 20, 2023 Q1 2023
Leading Edge Financial Planning LLC

Knoxville, TN
SELL
 -
-66
- 0.57%
$1.54K - $1.74K
11.6K $312K
May 12, 2023 Q1 2023
Sei Investments CO

Oaks, PA
SELL
 -
-68
- 0.73%
$1.59K - $1.79K
9.28K $250K
Apr 10, 2023 Q1 2023
Level Financial Advisors, Inc.

SELL
 -
-77
- 22.85%
$1.8K - $2.03K
260 $6.99K
Apr 25, 2023 Q1 2023
Great Waters Wealth Management

Minneapolis, MN
SELL
 -
-82
- 0.73%
$1.91K - $2.16K
11.2K $301K
May 16, 2023 Q1 2023
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-96
- 16.0%
$2.24K - $2.53K
504 $13.6K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-97
Closed
$2.26K - $2.56K
0 $0
May 08, 2023 Q1 2023
Blue Bell Private Wealth Management, LLC

SELL
 -
-99
- 0.3%
$2.31K - $2.61K
32.7K $880K
May 10, 2023 Q1 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-115
- 0.41%
$2.68K - $3.03K
28K $754K
Apr 18, 2023 Q1 2023
Mcf Advisors LLC

Covington, KY
SELL
 -
-126
- 0.57%
$2.94K - $3.33K
22.1K $594K
Apr 28, 2023 Q1 2023
Garrison Asset Management, LLC

SELL
 -
-147
- 0.87%
$3.43K - $3.88K
16.7K $450K
May 24, 2024 Q1 2023
Garrison Asset Management, LLC

SELL
 -
-147
- 0.87%
$3.43K - $3.88K
16.7K $450K
May 15, 2023 Q1 2023
Coldstream Capital Management Inc

SELL
 -
-149
- 0.77%
$3.47K - $3.93K
19.2K $518K
Apr 17, 2023 Q1 2023
Fifth Third Securities, Inc.

SELL
 -
-179
- 0.58%
$4.17K - $4.72K
30.6K $824K
May 15, 2023 Q1 2023
Falcon Wealth Planning

SELL
 -
-182
- 0.69%
$4.24K - $4.8K
26.2K $703K
May 30, 2023 Q1 2023
Fullen Financial Group

SELL
 -
-183
- 0.46%
$4.27K - $4.83K
39.6K $1.07M
Apr 28, 2023 Q1 2023
Sigma Investment Counselors Inc

SELL
 -
-184
- 1.73%
$4.29K - $4.86K
10.5K $281K
Apr 19, 2023 Q1 2023
Clay Northam Wealth Management, LLC

SELL
 -
-225
- 0.4%
$5.25K - $5.94K
56.2K $1.51M
May 12, 2023 Q1 2023
Kavar Capital Partners Group, LLC

Leawood, KS
SELL
 -
-228
- 2.68%
$5.32K - $6.02K
8.27K $222K
Apr 20, 2023 Q1 2023
Beacon Capital Management, LLC

SELL
 -
-233
- 24.02%
$5.43K - $6.15K
737 $19.8K
Apr 17, 2023 Q1 2023
Financial Insights, Inc.

SELL
 -
-254
- 1.81%
$5.92K - $6.7K
13.7K $370K
Apr 21, 2023 Q1 2023
Index Fund Advisors, Inc.

SELL
 -
-278
- 2.99%
$6.48K - $7.34K
9.01K $242K
May 10, 2023 Q1 2023
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-290
- 2.5%
$6.76K - $7.65K
11.3K $304K

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