Purchases and Sales Made in Q2 2023 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
3.09M+ 2571.41% |
$73.1M - $78.9M
|
3.21M
$85.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.42M+ 1.82% |
$33.6M - $36.3M
|
79.5M
$2.13B
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.11M+ 194701.94% |
$26.2M - $28.3M
|
1.11M
$29.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
601K+ 128.08% |
$14.2M - $15.4M
|
1.07M
$28.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
490KNew |
$11.6M - $12.5M
|
490K
$13.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
471K+ 40.44% |
$11.1M - $12M
|
1.63M
$43.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
350K+ 23.07% |
$8.29M - $8.94M
|
1.87M
$50M
|
|
|
Aug 08, 2023
Q2 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
348KNew |
$8.23M - $8.88M
|
348K
$9.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
325K+ 97.3% |
$7.69M - $8.31M
|
659K
$17.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
309K+ 49.29% |
$7.31M - $7.89M
|
936K
$25M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
307K+ 7.09% |
$7.25M - $7.83M
|
4.63M
$124M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
303K+ 14.39% |
$7.17M - $7.74M
|
2.41M
$64.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
212K+ 77.47% |
$5.01M - $5.41M
|
485K
$13M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
201K+ 24.63% |
$4.77M - $5.15M
|
1.02M
$27.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
201K+ 5672.32% |
$4.75M - $5.13M
|
204K
$5.47M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
169KNew |
$4M - $4.32M
|
169K
$4.52M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
159K+ 226.58% |
$3.75M - $4.05M
|
229K
$6.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
149K+ 605.57% |
$3.52M - $3.81M
|
174K
$4.64M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
136K+ 18.75% |
$3.21M - $3.47M
|
859K
$23M
|
|
|
Aug 04, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
134KNew |
$3.16M - $3.41M
|
134K
$3.58M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
125K+ 40.16% |
$2.95M - $3.18M
|
435K
$11.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
93.6K+ 8.42% |
$2.21M - $2.39M
|
1.2M
$32.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
91.7KNew |
$2.17M - $2.34M
|
91.7K
$2.45M
|
|
|
Aug 04, 2023
Q2 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
79.2K+ 5.27% |
$1.87M - $2.02M
|
1.58M
$42.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
77.2K+ 0.4% |
$1.83M - $1.97M
|
19.6M
$524M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
76KNew |
$1.8M - $1.94M
|
76K
$2.03M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
BUY
|
- |
74.7KNew |
$1.77M - $1.91M
|
74.7K
$2M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
72.4K+ 74.07% |
$1.71M - $1.85M
|
170K
$4.55M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
72.4K+ 74.07% |
$1.71M - $1.85M
|
170K
$4.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
66.5K+ 40.03% |
$1.57M - $1.7M
|
233K
$6.22M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
63.9K+ 24.09% |
$1.51M - $1.63M
|
329K
$8.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
63.6K+ 93.62% |
$1.5M - $1.62M
|
131K
$3.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
62.1K+ 3.84% |
$1.47M - $1.59M
|
1.68M
$45M
|
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
56.3K+ 6.46% |
$1.33M - $1.44M
|
927K
$24.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
53.1KNew |
$1.26M - $1.36M
|
53.1K
$1.42M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
52K+ 8.81% |
$1.23M - $1.33M
|
642K
$17.2M
|
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
51.1K+ 22.93% |
$1.21M - $1.31M
|
274K
$7.33M
|
|
|
Jul 17, 2023
Q2 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
48.2K+ 5.92% |
$1.14M - $1.23M
|
862K
$23.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
48.1K+ 235.46% |
$1.14M - $1.23M
|
68.5K
$1.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
44.9K+ 15.64% |
$1.06M - $1.15M
|
332K
$8.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
43.9K+ 4.88% |
$1.04M - $1.12M
|
944K
$25.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
40.5K+ 3.28% |
$959K - $1.03M
|
1.28M
$34.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
36.9K+ 20.66% |
$872K - $941K
|
215K
$5.76M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36.4K+ 234.03% |
$861K - $930K
|
51.9K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
35K+ 9.47% |
$829K - $895K
|
405K
$10.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
34.7K+ 2.0% |
$822K - $887K
|
1.77M
$47.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
33KNew |
$780K - $842K
|
33K
$882K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
32K+ 3.15% |
$758K - $818K
|
1.05M
$28M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.2K+ 13.06% |
$739K - $798K
|
270K
$7.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
31.2K+ 5.8% |
$738K - $797K
|
569K
$15.2M
|