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 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.02K- 33.6% |
$24K - $25.9K
|
2.01K
$53.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.02K- 11.63% |
$24.1K - $26.1K
|
7.75K
$206K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.03K- 0.66% |
$24.3K - $26.2K
|
155K
$4.11M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.05K- 1.05% |
$24.9K - $26.8K
|
99.1K
$2.64M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.05K- 0.5% |
$24.9K - $26.9K
|
212K
$5.63M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.06K- 0.16% |
$25.2K - $27.1K
|
658K
$17.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
SELL
|
- |
-1.1K- 0.56% |
$26K - $28K
|
196K
$5.22M
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.1K- 11.91% |
$26.1K - $28.1K
|
8.15K
$217K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.11K- 1.87% |
$26.3K - $28.4K
|
58.2K
$1.55M
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.13K- 1.13% |
$26.7K - $28.8K
|
98.6K
$2.62M
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-1.13K- 5.52% |
$26.7K - $28.8K
|
19.3K
$514K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-1.14K- 0.8% |
$26.9K - $29.1K
|
142K
$3.77M
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-1.25K- 0.28% |
$29.7K - $32K
|
455K
$12.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.29K- 11.46% |
$30.5K - $32.9K
|
9.97K
$265K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.33K- 0.55% |
$31.5K - $34K
|
240K
$6.38M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.4K- 2.08% |
$33.1K - $35.7K
|
65.8K
$1.75M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.41K- 12.86% |
$33.5K - $36.1K
|
9.58K
$255K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.42K- 5.07% |
$33.6K - $36.3K
|
26.6K
$708K
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
SELL
|
- |
-1.44K- 1.3% |
$34K - $36.7K
|
109K
$2.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.44K- 22.6% |
$34.1K - $36.8K
|
4.94K
$131K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.5K- 0.89% |
$35.6K - $38.4K
|
168K
$4.47M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.51K- 6.45% |
$35.7K - $38.5K
|
21.9K
$582K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.52K- 0.21% |
$35.9K - $38.8K
|
726K
$19.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-1.62K- 0.81% |
$38.4K - $41.5K
|
198K
$5.27M
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.79K- 8.12% |
$42.4K - $45.7K
|
20.3K
$539K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.86K- 4.34% |
$43.9K - $47.4K
|
41K
$1.09M
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.91K- 4.02% |
$45.3K - $48.9K
|
45.7K
$1.22M
|
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-1.99K- 13.44% |
$47K - $50.7K
|
12.8K
$340K
|
|
|
Jul 13, 2023
Q2 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-2.02K- 8.03% |
$47.8K - $51.6K
|
23.1K
$615K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.09K- 0.26% |
$49.4K - $53.3K
|
793K
$21.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.14K- 3.21% |
$50.5K - $54.6K
|
64.3K
$1.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.17K- 8.33% |
$51.4K - $55.5K
|
23.9K
$636K
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.23K- 0.41% |
$52.8K - $57K
|
542K
$14.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-2.27K- 2.63% |
$53.6K - $57.9K
|
83.9K
$2.23M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-2.27K- 89.25% |
$53.6K - $57.9K
|
273
$7.26K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-2.34K- 29.15% |
$55.3K - $59.7K
|
5.68K
$151K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-2.35K- 3.25% |
$55.5K - $59.9K
|
69.8K
$1.86M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.36K- 20.84% |
$55.7K - $60.1K
|
8.94K
$238K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.48K- 9.54% |
$58.6K - $63.2K
|
23.5K
$624K
|
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-2.53K- 0.77% |
$59.8K - $64.5K
|
327K
$8.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.53K- 15.22% |
$59.8K - $64.5K
|
14.1K
$374K
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
SELL
|
- |
-2.53K- 5.49% |
$59.9K - $64.7K
|
43.6K
$1.16M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.56K- 12.46% |
$60.6K - $65.4K
|
18K
$478K
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2.58K- 10.34% |
$61K - $65.8K
|
22.4K
$595K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.63K- 35.14% |
$62.2K - $67.1K
|
4.85K
$129K
|
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-2.64K- 0.72% |
$62.5K - $67.4K
|
365K
$9.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.65K- 5.9% |
$62.7K - $67.7K
|
42.3K
$1.12M
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-2.69K- 23.21% |
$63.7K - $68.8K
|
8.91K
$237K
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-2.71K- 8.75% |
$64.2K - $69.3K
|
28.3K
$752K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.75K- 3.8% |
$65.1K - $70.2K
|
69.5K
$1.85M
|