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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
SELL
|
- |
-2.79K- 5.91% |
$66K - $71.2K
|
44.4K
$1.19M
|
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-2.85K- 1.07% |
$67.3K - $72.7K
|
262K
$7.01M
|
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-2.92K- 5.7% |
$69K - $74.4K
|
48.2K
$1.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.92K- 7.64% |
$69.2K - $74.7K
|
35.3K
$945K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-2.95K- 4.9% |
$69.7K - $75.3K
|
57.3K
$1.53M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.95K- 5.73% |
$69.9K - $75.4K
|
48.6K
$1.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.01K- 3.19% |
$71.2K - $76.9K
|
91.4K
$2.44M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3.04K- 0.39% |
$72K - $77.7K
|
771K
$20.6M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3.1K- 10.49% |
$73.3K - $79.2K
|
26.5K
$708K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.16K- 25.7% |
$74.8K - $80.8K
|
9.15K
$245K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.29K- 24.65% |
$77.8K - $84K
|
10.1K
$269K
|
|
|
Aug 07, 2023
Q2 2023
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-3.3K- 3.64% |
$78.1K - $84.3K
|
87.4K
$2.34M
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-3.34K- 1.06% |
$79.1K - $85.4K
|
312K
$8.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-3.4K- 2.31% |
$80.3K - $86.7K
|
144K
$3.85M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.45K- 11.97% |
$81.6K - $88.1K
|
25.4K
$679K
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-3.48K- 2.37% |
$82.4K - $88.9K
|
143K
$3.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.54K- 4.9% |
$83.8K - $90.4K
|
68.7K
$1.84M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-3.58K- 12.19% |
$84.8K - $91.5K
|
25.8K
$691K
|
|
|
Aug 10, 2023
Q2 2023
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-3.79K- 5.18% |
$89.6K - $96.7K
|
69.3K
$1.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.79K- 3.23% |
$89.8K - $96.9K
|
114K
$3.04M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-3.86K- 5.86% |
$91.3K - $98.5K
|
62K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.88K- 2.4% |
$91.7K - $99K
|
158K
$4.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.97K- 3.33% |
$93.8K - $101K
|
115K
$3.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-3.98K- 4.09% |
$94K - $102K
|
93.3K
$2.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-4.12K- 66.16% |
$97.4K - $105K
|
2.11K
$56.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-4.16K- 18.08% |
$98.4K - $106K
|
18.8K
$504K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-4.2K- 26.22% |
$99.3K - $107K
|
11.8K
$316K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4.5K- 34.32% |
$107K - $115K
|
8.62K
$231K
|
|
|
Aug 07, 2023
Q2 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-4.62K- 2.7% |
$109K - $118K
|
166K
$4.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-4.62K- 1.2% |
$109K - $118K
|
381K
$10.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-4.68K- 2.25% |
$111K - $120K
|
203K
$5.44M
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.86K- 2.05% |
$115K - $124K
|
232K
$6.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-4.94K- 19.95% |
$117K - $126K
|
19.8K
$530K
|
|
|
Aug 02, 2023
Q2 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-4.95K- 1.5% |
$117K - $126K
|
324K
$8.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-4.98K- 2.04% |
$118K - $127K
|
240K
$6.41M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.36K- 43.29% |
$127K - $137K
|
7.03K
$188K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.36K- 43.29% |
$127K - $137K
|
7.03K
$188K
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
SELL
|
- |
-5.49K- 1.95% |
$130K - $140K
|
275K
$7.37M
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-5.57K- 10.33% |
$132K - $142K
|
48.3K
$1.29M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-5.67K- 3.74% |
$134K - $145K
|
146K
$3.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-5.85K- 6.54% |
$138K - $149K
|
83.6K
$2.24M
|
|
|
Jul 19, 2023
Q2 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-5.95K- 8.53% |
$141K - $152K
|
63.8K
$1.71M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.96K- 8.03% |
$141K - $152K
|
68.3K
$1.83M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-6.17K- 8.17% |
$146K - $158K
|
69.4K
$1.86M
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
SELL
|
- |
-6.27K- 2.79% |
$148K - $160K
|
218K
$5.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-6.28K- 82.23% |
$149K - $160K
|
1.36K
$36.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.31K- 29.09% |
$149K - $161K
|
15.4K
$411K
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6.81K- 2.76% |
$161K - $174K
|
240K
$6.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.81K- 22.46% |
$161K - $174K
|
23.5K
$629K
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-6.95K- 14.09% |
$164K - $178K
|
42.4K
$1.13M
|